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Flegal Financial Planning

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Accountants & CPAs
Flegal Financial PlanningBerea, OH

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Flegal Financial Planning offers comprehensive, tax-focused financial planning, retirement, and investment services across Cleveland and nationwide.

Additional Information

Flegal Financial Planning is a fee-only, fiduciary Registered Investment Advisor (RIA) providing comprehensive financial planning, retirement planning, investment management, and tax reduction strategies. Led by a CPA and CFP® Professional, the firm specializes in tax-focused financial advice for clients nearing or in retirement.

CFP® (Certified Financial Planner)CPA (Certified Public Accountant)Registered Investment Advisor (RIA)

Specializes in

Tax-focused financial planningRetirement planningTax reduction strategiesInvestment management

Services

Financial planningRetirement planningInvestment managementTax reduction strategiesTax preparationIncome planning

Serving Cleveland, Northeast Ohio, Nationwide, Strongsville, Westlake +2 more

Additional information extracted from the firm's public website. Last updated: August 7, 2026

Contact Information

Phone: 3308584630

Website: www.flegalfinancial.com

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Frequently Asked Questions

How much does an accountant cost in Berea?

Personal tax returns: $150-$400 depending on complexity. Small business bookkeeping: $300-$800/month. Corporate tax returns: $1,000-$3,000+. Many accountants offer free initial consultations to discuss your needs and pricing.

What's the difference between a CPA and a bookkeeper?

CPAs (Certified Public Accountants) are state-licensed, can audit, provide tax advice, and represent you before the IRS. Enrolled agents are credentialed by the IRS itself and specialise in tax filing and IRS representation. Bookkeepers handle day-to-day transaction recording and basic financial reports. For audits and complex planning you want a CPA; for tax filing and IRS representation an enrolled agent is often the better value.

When should I hire an accountant?

Consider an accountant if you're self-employed, own rental property, have investment income, run a business, received an IRS notice, or your tax situation is more complex than a simple W-2. The cost of an accountant often pays for itself in tax savings.

Can an accountant help if I'm behind on taxes?

Yes. Accountants regularly help clients catch up on unfiled returns. They can also help with IRS voluntary disclosure, negotiate installment agreements or an offer in compromise, and handle notices, amended returns and audits.

Is it worth paying for tax preparation vs doing it myself?

If you have straightforward W-2 income and take the standard deduction, free software works fine. But if you have self-employment income, rental properties, investments, or business expenses, a professional accountant typically finds deductions that more than cover their fee.