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Fitting Tax & Financial

3808 Mogadore Rd
Mogadore, OH 44260

Phone:

330.628.5807

Fax:

330.628.7495

E-mail:

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Current users securely send your tax-related information to us.

Client Resources

Get quick access to the important tax related links you use the most.

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New users start here to set up access to your portal.

Welcome to Fitting Tax & Financial, the perfect fit for all your wealth management needs!   Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  You can look up detailed stock quotes, or even enter and track your portfolio's performance using the Market Watch feature!



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Get tips and valuable information to help you maintain your financial health mailed to your doorstep. 

Every year on the first Saturday in May, Fitting Tax and Financial partners with the Village of Mogadore for Shred Day. Bring any of your old tax returns and financial documents and dispose of them safely and securely.

We shred your documents right at the police station for free. There is no need to get out of the car. Just drive up, and we will unload your documents and shred them on-site.

Mark your calendars, and we'll see you there!

Explains how future tax rules may impact deductibility of charitable donations.

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Describes benefits of volunteer travel for personal growth and giving back.

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Describes financial burdens associated with end-of-life care and funerals.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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How much life insurance would you need to produce a sufficient income stream for your family?

How much can you afford to pay for a car?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck