Affordable, Reliable Tax Preparation Services
Serving Clients in Northeast Ohio and Surrounding Areas
How Do We Help Our Clients
Tax Preparation
Westshore Financial provides for the preparation of your Individual
Federal, State, and Local Returns.
Fees for these services start at $199 per year and includes the e*filing of each return
Tax Planning
The taxes you pay each year can change depending on your financial situation. This can create unwanted surprises for you come April 15.
Tax planning examines all of your income sources, including capital gains, dividends, wages, bonueses, and business income.
Our process assures that you have made the necessary withholding and payments to the IRS to avoid any additional underpayment penalties.
Why Choose Westshore?
With over 20 years experience, Westshore Financial is committed to delivering exceptional service.
Our personalized approach ensures that you receive the attention and expertise you deserve.
Timothy (Tim) Marcinek
ChFC®, AIF®
President & Lead Tax Preparer
Tim Marcinek has been in the financial services industry for over 30 years with experience across two large regional banks, a Big Four accounting firm, and several well-established wealth management firms.
He delivers accurate, timely tax preparation and strategic tax planning, along with guidance into your entire financial life.
His clients receive personalized service and clear communication throughout their entire engagement
