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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

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Services

We create strategies that are tailored to your needs and goals.

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Years of experience have prepared us to guide you through your life transitions.

Trust

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Lesser Known Provisions of the SECURE Act

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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