Welcome to Stark Tax & Financial Service's website. We have been serving Stark County for over 60 years. Our website has been designed to help you learn more about us and our services available to you. We have also included additional resources to help you learn more about financial concepts such taxes, insurance, investing*, estate planning, and wealth preservation. Our website includes articles, investment*, retirement and tax calculators, slide presentations, and videos to help you better understand these financial concepts. Most importantly we hope you see the value of working with financial professionals to help you achieve your goals.
Stark Tax & Financial Service is a name you can trust. We are here to help educate you about the basic concepts of financial management. Stark Tax & Financial Service is trained to assist our customers in evaluating their own special circumstances and goals. Our capable team is trained to help you find the most suitable options.
Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary guidance to help accomplish your objectives.
*These services are offered by Philip R. Harper, CPA, CFP® through his affilaiton with Avantax
WE ARE HERE FOR YOU
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Without your knowing, your investment portfolio could be off-kilter.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.