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Tax Services

"Any one may so arrange his affairs that his taxes shall be as low as possible, he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."

Judge Learned Hand, Halvering v. Gregory, 69 F. 2d 809, 810-11 (2d Cir. 1934).

Using our credentials as attorneys, financial advisors, and tax preparers, we help you strategically lower your tax liability to keep more of what you make. We understand the intricacies of the tax code and can help you take advantage of the rules.

Our tax services primarily include:

  • Personal Income Tax Preparation (Federal, State, and City)
  • Schedule C Businesses
  • Schedule E Rentals
  • 1041 Trust and Estate Tax Returns
  • 709 Gift Tax Returns


We at Wealth Health Tax, LLC pride ourselves on providing excellent service at a reasonable cost. We understand that our clients will, from time-to-time, need our assistance with tax matters beyond just filing their personal income taxes. Our fees are charged on an individual basis according to your circumstances and needs, so it is difficult to quote pricing without reviewing the client's personal information. Call us today at 440-937-1551 to discuss. 

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Tax Advice Disclosure: Pursuant to the Internal Revenue Service Circular 230, we advise you that any federal tax advice contained in this communication is not intended or written to be used for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or to promote, market, or recommend to another party any transaction or matter addressed in this communication.

Download Our Tax Reform Ebook!

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.