GIVE US A CALL AT
(440) 366-4829 or
VISIT US AT
5333 Meadow Lane Court,
Sheffield Village, OH 44035
EMAIL US AT
CURRENT OFFICE HOURS
Monday – Thursday: 9:00am-3:00pm
Note: Evening appointments are available as well, please call the office to schedule evening appointments.
TAX SEASON OFFICE HOURS
(FEBRUARY - APRIL)
Monday – Friday: 9:00am-9:00pm
WELCOME TO JL FINANCIAL SERVICES
JL Financial Services is your trusted resource for Tax Preparation, Financial Planning, and Medicare Consulting. American Tax and Lorain County Tax together form one of the most experienced tax practices in Northeast Ohio, as our preparers average over 20 years of tax experience.
In addition to tax preparation, we are also happy to provide consultations on Retirement Planning and Medicare Planning. Jason Leppla is a Series 7 registered investment advisor representative, and he leads the Retirement and Investment Planning practice. We’ve also added Medicare advisor Kevin Kovach to the practice, and he is well versed on Medicare Supplements, Medicare Advantage Plans, and Prescription Drug Plans.
We appreciate you visiting our site, and we hope to hear from you soon!
MEET JASON LEPPLA
Jason is the owner of JL Financial Services, American Tax Service and Lorain County Tax Service. As a financial advisor and tax advisor, Jason has a comprehensive perspective that brings in various aspects of personal finance. He is an investment advisor representative with Series 7 and 63 registrations through Cetera Advisors, LLC.
Jason is a graduate of Baldwin-Wallace College and lives in Avon with his wife, Allisyn, and his two children, Cohen, and Kaia. When he’s not working with his clients to achieve their financial goals, Jason enjoys spending as much time as possible outdoors with his family, preferably near the water!