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333 East State St. Alliance, OH 44601

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  • About Us
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Resources

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Check Federal Refund
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Buckeye Tax & Financial Forms & Links

2018 Tax Cuts and Jobs Act Highlights

Tax Return Organizer Questionnaire

Business Income and Expense Organizer

Rental Organizer

Printable Mileage Log Style 1

Printable Mileage Log Style 2

Retirement Investment Planning Fact Finder

IRS Publications & Forms

The IRS Website

Interactive Tax Assistant (ITA)

Request for Taxpayer Identification Number and Certification

Retirement Calculators

Roth vs. Traditional Retirement Account Calculator

IRA: Roth Conversion Calculator

IRA: Roth vs. Traditional Calculator

College Savings Calculator

Insurance Products

Life Insurance Needs Calculator

The Affordable Care Act

Affordable Care Act (ACA) Tax Provisions

Get health coverage now. Health Insurance Marketplace

Investment Services

Fortune Financial Services Form CRS

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Services

Tax Services

Payroll Services

Planning Services

Training and Consulting

Insurance Products

Investment Products

For More Information Or To Request a Consultation Dial (330) 823 -8400

Visit us at our new location! 333 East State St. Alliance, OH 44601

Click here to access the Prosperity Wealth Management, Inc Form CRS
Click here to access the Fortune Financial Services, Inc Form CRS

Planning Services

Retirement Planning
Estate Planning
College Planning
Tax Planning Strategies

Insurance Products

Life Insurance
Medicare Supplemental Insurance
Medicare Advantage Plans
Tax Deferred Annuities
Long-Term Care
Hospital Indemnity

Investment Products

Mutual Funds
Variable Annuities
Fixed Annuities
401(k) Plans
Simplified Employee Pension Plan
Simple IRA
401(k) Rollovers
Roth IRAs
Traditional IRA Pension Rollovers

Contact Us

333 East State St. Alliance, OH 44601
Tel: (330) 823-8400
Email: buckeyetf@gmail.com

Business Hours

9 a.m.-4:30 p.m. EST, Monday-Friday

Securities offered through Fortune Financial Services Inc., Member FINRA / SIPC. Advisory Services offered by Prosperity Wealth Management Inc. Buckeye Tax Service Inc., Prosperity Wealth Management Inc. and Fortune Financial Services Inc. are separate entities.

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