Ta-Check Tax Service
Ta-Check Financial is a privately held, family-owned tax preparation and financial advisory firm founded in 1997, serving individuals, families, and local businesses in the Cleveland, Ohio area through tax, investment, retirement, estate, and insurance services delivered via LPL Financial.
- Company typePrivate
- Founded1997
- HeadquartersParma, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Ta-Check Tax Service does
Ta-Check Financial (doing business as Ta-Check Tax Service) is a privately held, family-owned financial advisory and tax preparation firm founded in 1997 by brothers David and James Ptacek, headquartered at 7979 Pearl Road, Strongsville, Ohio, with additional offices in Fairview Park and Parma serving the Cleveland metropolitan area. The firm operates as a holistic advisory practice offering personal, business, and estate income tax preparation alongside investment and retirement planning, wealth accumulation and preservation strategies, estate planning, and insurance products (life, long-term care, disability). Securities and advisory services are delivered through registered representatives of LPL Financial (Member FINRA/SIPC), while tax-related services are provided through Ta-Check Financial as a separate legal entity, and the firm also sells insurance products on a commission basis.
The business runs a relationship-led, consultative go-to-market: initial financial planning strategy sessions are complimentary, advisors are paid via commissions, fees, or a combination, and lead generation relies on educational content (blog, weekly market commentary via LPL Financial Research, resource center, free retirement guide), local community sponsorship, and referrals. Client-facing technology is entirely third-party — LPL Account View for account access, Albridge Solutions for portfolio aggregation and reporting, NetX for client portal/reporting, and EMoney for financial planning — with no proprietary platform disclosed. Client segments are primarily individuals and families, with a secondary segment of local small businesses needing tax, retirement plan, employee benefits, and succession planning services.
In May 2026, Ta-Check entered a strategic partnership with Intrua Financial (part of the Larson Financial family, ~$8 billion in assets under advisement), with Republic Capital Group serving as exclusive investment banking advisor; the deal brings approximately $576 million in AUM onto the Intrua platform while Ta-Check retains its existing advisory teams and independent operations. The firm is bootstrapped, with no external institutional investment or parent company disclosed prior to the Intrua transaction, and is led by David (Dave) Ptacek as President.
Ta-Check Tax Service firmographics
Firmographics- Name
- Ta-Check Tax Service
- Legal name
- Ta-Check Financial
- Website
- https://ta-check.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ta-Check Financial is a privately held, family-owned tax preparation and financial advisory firm founded in 1997, serving individuals, families, and local businesses in the Cleveland, Ohio area through tax, investment, retirement, estate, and insurance services delivered via LPL Financial.
- Ownership category
- akta.pro rank
Ta-Check Tax Service industry classification
Industry- Product category
- Tax Preparation and Financial Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Tax-Aware Investment Planning (FSAEAAAE)
Keywords
Where Ta-Check Tax Service is headquartered
LocationHeadquarters
- HQ city
- Parma
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Ta-Check Tax Service business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: The firm generates revenue through financial advisory and planning services, with advisors either registered through LPL Financial (receiving commissions or fees) or operating as tax professionals through Ta-Check Financial.
- Tax Preparation Services: Income tax preparation services for individuals, businesses, and estates, likely charged on a per-return or service fee basis.
- Insurance Products: Sale of insurance products including life insurance, long-term care insurance, and disability insurance, generating commission-based revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary Financial Consultation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Ta-Check Tax Service product offering
Product offeringCore offering
Ta-Check Tax Service (Ta-Check Financial) provides income tax preparation for individuals, businesses, and estates, alongside investment and retirement planning, wealth accumulation and preservation strategies, and insurance products (life, long-term care, and disability). Services are delivered through financial advisors registered with LPL Financial and tax professionals operating under the Ta-Check Financial legal entity, with a holistic approach that integrates tax planning into broader financial advisory.
Product overview
Ta-Check Financial offers a comprehensive suite of financial and tax services as a unified offering rather than a modular platform. The core portfolio centers on income tax preparation (personal, business, and estate), investment and retirement planning, wealth accumulation strategies, and business services. These services are delivered alongside insurance products including life insurance, long-term care insurance, and disability insurance. The company integrates financial consulting with tax planning, providing holistic financial guidance across all major life milestones.
Differentiator
Problem solved
Functional benefit
Products and services
- Income Tax Preparation Tax preparation services covering personal, business, and estate tax returns with tax-savings strategies to help clients maximize refunds under changing tax laws.
- Investment and Retirement Planning Financial planning services including IRA and qualified plan management, asset management, college funding, and investment advisory services to help clients achieve their financial goals.
- Wealth Accumulation and Preservation Strategies Professional wealth management advice including estate planning and charitable gifting strategies to help clients preserve and transfer wealth across generations.
- Business Services Business-focused financial services including employee benefits administration, retirement plan services, business tax planning, and succession planning for business owners.
- Life Insurance Life insurance products to protect families and businesses from unexpected events, offered as part of comprehensive financial planning.
- Long-Term Care Insurance Insurance coverage that helps maintain independence and afford quality care for chronic illness or disability situations lasting longer than 90 days.
- Disability Insurance Insurance protection that provides income replacement if a disability prevents working, part of comprehensive risk management.
- Financial Consulting Financial consulting services to help clients organize finances, plan for major life events such as college, home purchase, and retirement, and achieve long-term financial goals.
Companies that use Ta-Check Tax Service
Customer profileSegments2 records
Ideal customer profiles2 records
Ta-Check Tax Service technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Ta-Check Tax Service partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship and core.
- Intrua Financial (Larson Financial)flagshipStrategic partnership integrating Ta-Check Financial and Ta-Check Tax Service into the Intrua Financial platform as part of the Larson Financial family of companies. The partnership expands Ta-Check's access to resources within the broader Larson Financial ecosystem which has $8 billion in assets under advisement. Ta-Check will continue operating with existing advisory teams to ensure client continuity while gaining expanded capabilities, technology, and strategic support.
- LPL FinancialcoreLPL Financial is the broker-dealer through which Ta-Check advisors offer securities and advisory services. Advisors are registered representatives with LPL Financial, Member FINRA/SIPC. Tax-related services offered through Ta-Check Financial are separate from LPL Financial.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Ta-Check Tax Service competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Ta-Check Tax Service social profiles
Digital presenceTa-Check Tax Service financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ta-Check Tax Service leadership team
Management profileNumber of profiles
Profiles7 records
Ta-Check Tax Service funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ta-Check Tax Service M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ta-Check Tax Service
What does Ta-Check Tax Service do?
Ta-Check Tax Service (Ta-Check Financial) provides income tax preparation for individuals, businesses, and estates, alongside investment and retirement planning, wealth accumulation and preservation strategies, and insurance products (life, long-term care, and disability). Services are delivered through financial advisors registered with LPL Financial and tax professionals operating under the Ta-Check Financial legal entity, with a holistic approach that integrates tax planning into broader financial advisory.
Is Ta-Check Tax Service a public or private company?
Ta-Check Tax Service is a private company. It is classified as family owned and is currently operating.
When was Ta-Check Tax Service founded?
Ta-Check Tax Service was founded in 1997. It employs 11 to 50 people.
Where is Ta-Check Tax Service based?
Ta-Check Tax Service is headquartered in Parma, United States, in the North America region.
How does Ta-Check Tax Service make money?
Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are tax Preparation Services and insurance Products.
Does Ta-Check Tax Service have an API?
No public API is recorded for Ta-Check Tax Service.
What industry is Ta-Check Tax Service in?
Ta-Check Tax Service's product category is Tax Preparation and Financial Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 54121 and its SIC code is 8111.