American Tax Service

For over 50 years, JL Financial has been trusted by individuals and families in the Cleveland area to guide them through life's financial challenges. With a personalized approach, our experienced tax professionals and wealth management experts help clients keep more of their hard-earned money.

Our Approach

At JL Financial, we understand that every client is unique, with their own financial goals and aspirations. Our comprehensive services ensure that we can tailor our approach to meet each individual's needs. We prioritize your goals, using our expertise to simplify your tax obligations, plan for your financial future, and protect your assets.

Our Services

Our comprehensive services include:

Tax Services

Our experienced tax professionals are dedicated to helping you simplify your tax obligations. We understand local tax laws and can accurately file your taxes on time, planning for future savings.

Wealth Management

Whether you're building wealth or nearing retirement, our experts can help clarify your goals for the next life stage and effectively save enough money to pursue a comfortable lifestyle. We'll work with you to develop a personalized plan tailored to your unique needs.

Medicare Planning

Our experienced Medicare professional can guide you through the process, helping you understand your options and make informed decisions about your healthcare. We can help you navigate the complex world of Medicare, ensuring that you can access quality care when you need it.

Why Choose Us?

At JL Financial, we're dedicated to providing personalized attention and expert guidance to help you achieve your financial goals. Our services are designed to evolve with you, ensuring that you're always on the path to financial success.

Contact Us

To discuss your financial goals and learn more about our comprehensive services, please don't hesitate to reach out. Our experienced team is here to guide you every step of the way.