DWR Financial Services/Turney Tax

DWR Financial Services/Turney Tax We provide tax preparer services. Our staff has 30+ years of experience. Cambridge and DWR Financial Services are not affiliated.

Comprehensive Financial Services
Individual Taxes
Partnership & Corporate Taxes
Estate and Trust Taxes
Tax Planning & Retirement Income Planning
Estate Planning, Wills, Trusts and Powers of Attorney
Medicare, Medicare Supplements & Individual Insurance We guide our clients to the best possible tax & financial solutions as if planning for ourselves, and to provide top-notch, year-round customer ser

vice. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. All tax advice is through Turney Income Tax. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Financial independence means something different for everyone.For some, it's having enough saved to stop working entirel...
09/01/2026

Financial independence means something different for everyone.

For some, it's having enough saved to stop working entirely. For others, it's having the flexibility to work because they want to, not because they have to.

There's no single definition, but there is a common thread: control over your time and your choices.

What would financial independence look like for you?

A lot of people chase a retirement number without stopping to understand if it’s actually needed.Before landing on a dol...
08/31/2026

A lot of people chase a retirement number without stopping to understand if it’s actually needed.

Before landing on a dollar amount, it helps to get specific: what do you want your day-to-day life to look like once you stop working? Where do you want to live? How do you want to spend your time?

Not sure where to begin? Let's talk through what your retirement could look like.

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⏰ Tax Deadline Reminder!If you filed an extension for your 2025 tax return, the deadline is quickly approaching!📌 Partne...
08/28/2026

⏰ Tax Deadline Reminder!

If you filed an extension for your 2025 tax return, the deadline is quickly approaching!

📌 Partnership & S-Corp returns: September 15, 2026
📌 Individual extended tax returns: October 15, 2026

Don’t wait until the last minute! Our team at DWR Financial Services is here to help make sure your return is completed and filed on time.

📞 Give us a call today to schedule an appointment at our Independence or Olmsted Falls office.

We look forward to helping you finish out the 2025 tax season stress-free!

Today's inspiration.Check out our page for more content like this.
08/28/2026

Today's inspiration.

Check out our page for more content like this.

August tends to be planning season for business owners looking ahead to next year.Where's your focus right now? Reducing...
08/27/2026

August tends to be planning season for business owners looking ahead to next year.

Where's your focus right now? Reducing taxes, retaining good employees, or building up retirement savings?

Where has your focus landed this year? Reach out if you'd like to talk it through.

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It may feel early, but August is an ideal time to begin thinking about year-end financial planning. Starting now gives y...
08/26/2026

It may feel early, but August is an ideal time to begin thinking about year-end financial planning. Starting now gives you the advantage of time. Instead of rushing decisions in November or December, you can take a more thoughtful and strategic approach.

Planning now can help reduce stress and improve outcomes. It also allows you to be more proactive rather than reactive when it comes to your financial strategy. If you have not reviewed your financial plan recently, this is a great time to start. Schedule a check-in to make sure you are positioned well before year-end approaches.

Summer can be full of good memories, and a few extra expenses.Travel, activities, eating out, and last-minute plans can ...
08/21/2026

Summer can be full of good memories, and a few extra expenses.

Travel, activities, eating out, and last-minute plans can add up quickly. If your spending was higher than expected, take some time to pause and reset.

Review what changed, adjust your budget, and look for small ways to rebuild savings or pay down any balances.

A small reset now can help you move into the next season with more confidence.

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Quick question: when was the last time you looked at your will?If the honest answer is "never" or "years ago," you're no...
08/20/2026

Quick question: when was the last time you looked at your will?

If the honest answer is "never" or "years ago," you're not alone.

August is National Make-a-Will Month, and it's a good nudge to make sure your plan reflects your life today, your family, and your goals. A few minutes now can save your loved ones a lot of guesswork later.

Reach out to us today if you'd like some guidance.

The “call home for money” plan might work once or twice, but it’s not much of a budget.Before your student heads to coll...
08/19/2026

The “call home for money” plan might work once or twice, but it’s not much of a budget.

Before your student heads to college, consider setting a monthly spending plan together. Talk through essentials, extras, what parents will or won’t cover, and what counts as a true emergency.

The goal isn’t to control every dollar. It’s to help your student build confidence, make decisions, and understand how to manage money before the semester gets stressful.

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A 401(k) plan isn't one size fits all. The way your plan is structured can have a big impact on how useful it is to your...
08/18/2026

A 401(k) plan isn't one size fits all. The way your plan is structured can have a big impact on how useful it is to your employees and how manageable it is for your business.

Plan design covers decisions like when employees become eligible to participate, how long they have to wait before employer contributions are fully theirs (called a vesting schedule), and whether you offer a match and how it's structured.

These aren't just administrative details. They affect how many employees participate, how much they save, and how competitive your benefits package feels.

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Address

6611 Rockside Road Suite 205
Cleveland, OH
44131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12166631040

Website

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