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Business Profile

Tax Return Preparation

Ta-Check Financial, Ltd.
BBB Accredited BusinessA+Rated by BBB
Visit Website(440) 891-1200Email BusinessWrite a Review

About

Overview

Ta-Check Financial, Ltd.

7979 Pearl Rd

Strongsville, OH 44136-1629

Find a Location

Ta-Check Financial, Ltd. has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    BBB Accreditation & Rating

    Ta-Check Financial, Ltd. is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    Ta-Check Financial, Ltd is a tax preparation service.

    BBB Accredited Since: 9/17/1997

    Years in Business: 30

    Products and Services

    Ta-Check Financial, Ltd offers personalized financial services and registered investment advisory options for individuals, families, and businesses. Their solutions cover financial planning, wealth accumulation and preservation, asset management, and customized investment advising. They specialize in retirement savings and planning, estate planning services, college funding, education savings consulting, and charitable gifting. Furthermore, the firm provides risk management and insurance consulting for life, disability, and long-term care insurance, along with employee benefits and employer retirement plans. Their comprehensive offerings are supported by financial assessments, research, basic and corporate tax planning, and income tax preparation.

    Photos and Videos

    Business Details

    Local BBB:
    BBB Serving Greater Cleveland
    BBB File Opened:
    9/10/1997
    Business Started:
    1/27/1996
    Business Incorporated:
    11/29/2001
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Sii Investments
    LPL Financial
    P&R Financial LLC
    Business Management:
    Mr. David Ptacek, President

    Additional Contact Information

    Customer Contacts
    Mr. David Ptacek, President
    Fax numbers
    Other Fax: (216) 739-1041
    Other Fax: (440) 891-1203
    Other Fax: (440) 331-7270
    Additional Phone Numbers
    Other Phone: (216) 398-4333
    Other Phone: (440) 331-0001
    Additional Email Addresses
    Primary: Email this Business

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of CRD# 2568884 for this business, issued by Financial Industry Regulatory Authority (FINRA)

    Financial Industry Regulatory Authority (FINRA)

    1700 K Street NW

    Washington DC 20006

    301-5906500Website

    BBB records show a license number of PTIN Certification for this business, issued by Internal Revenue Service (IRS). The expiration date of this license is 12/31/2026.

    Internal Revenue Service (IRS)

    1240 E. 9th Street Room 409

    Cleveland OH 44199

    216-4153460

    Fax: (216) 5222992

    Website

    BBB records show a license number of PTIN Certification for this business, issued by Internal Revenue Service (IRS). The expiration date of this license is 12/31/2026.

    Internal Revenue Service (IRS)

    1240 E. 9th Street Room 409

    Cleveland OH 44199

    216-4153460

    Fax: (216) 5222992

    Website

    BBB records show a license number of 27907 / NPN#:2207113 for this business, issued by Ohio Department of Insurance . The expiration date of this license is 9/30/2026.

    Ohio Department of Insurance

    50 W. Town Street; Third Floor - Suite 300

    Columbus OH 43215

    614-6442658

    Fax: (614) 6443743

    Website

    Additional Information

    Other Resources
    Internal Revenue Service (IRS)
    1240 E. 9th Street Room 409
    Cleveland OH 44199
    Phone Number: (216) 415-3460
    Fax Number: (216) 522-2992
    http://www.irs.gov
    National Futures Association (NFA)
    300 S. Riverside Plaza, #1800
    Chicago IL 60606-6615
    Phone Number: 312-781-1300
    Fax Number: 312-781-1467
    http://www.nfa.futures.org
    [email protected]
    Ohio Department of Commerce / Division of Financial Institutions
    77 South High Street, 21st Floor
    Columbus OH 43215
    Phone Number: (614) 728-8400
    Fax Number: 614-728-0380
    http://www.com.ohio.gov/fiin
    [email protected]
    Ohio Department of Commerce / Division of Securities
    77 S. High Street 22nd Floor
    Columbus OH 44321
    Phone Number: (614) 644-7381
    http://www.com.ohio.gov/secu
    Ohio Department of Insurance
    50 W. Town Street; Third Floor - Suite 300
    Columbus OH 43215
    Phone Number: 614-644-2658
    Fax Number: 614-644-3743
    http://www.insurance.ohio.gov
    U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
    175 W. Jackson Boulevard, Suite 900
    Chicago IL 60604
    Phone Number: (312) 353-7390
    http://www.sec.gov
    [email protected]
    Business Categories
    Tax Return Preparation, Financial Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Long Term Care Insurance, Disability Insurance, Employee Benefit Consultants, College Savings Plans

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