top of page
Financial stock market charts and data on a digital screen
Digital data stock market ticker over cityscape
New York Stock Exchange building with American flags.
Digital stock market display showing financial numbers
Wall Street sign with a silhouette of Federal Hall.

Fitting Tax & Financial

3808 Mogadore Rd
Mogadore, OH 44260

Phone:

330.628.5807

Fax:

330.628.7495

E-mail:

Access Your Portal

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.

Request Portal Access

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

Grey puzzle piece icon on a black background

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. 

Mogadore Shred Day, first Saturday in May, 10am-Noon.

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!

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.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much will it cost to pay off a loan over its lifetime?

Will you be able to afford nursing home care?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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