Tax Resolution- Relief, Done Right.
We resolve tax problems—no more IRS letters, no more hold times. Let us handle it so you can breathe easy. Your peace of mind is our business.
Your tax questions, answered.
Comprehensive Financial Planning
FinTax Planning provides holistic financial planning tailored to meet your unique needs.
Tax Optimization
Minimize your tax liabilities legally and efficiently with expert advice from FinTax Planning.
Investment Strategies
Optimize your investments with growth-focused strategies crafted by FinTax Planning.
Retirement Solutions
Secure your future with retirement solutions designed by FinTax Planning to offer peace of mind.
No Compromise, Just Maximize.
We Help You Get Your Financial Share of the Pie
At FinTax Planning, we believe everyone deserves a clear path to financial success. Our mission is to guide you in building a robust financial plan that grows with you, adapting to your needs and ambitions. We specialize in helping clients reach their financial goals through personalized, effective solutions that put you on the path to lasting financial security.
Tailored Financial Planning
Proactive Wealth Management
Why Choose FinTax Planning?
We are a small, trusted tax resolution firm that resolves tax payer problems with the IRS. Our values are quality, honesty, hard work, and great service. We don’t just give advice—we find real solutions and take action to fix your tax issues.
Tax Pros
With our years of experience in tax preparation, tax planning and tax resolution, we provide proactive and innovative solutions to help relieve your tax burdens.
Tax Insights
Increasing your success by optimizing your tax strategy.
Tax Resolution
We are your IRS representatives, specializing in issues relating to unfiled tax returns, unpaid taxes, liens, levies, audit representation, and any other type of tax controversy
Achievements and Impact
Why FinTax Planning is the Right Choice for Your Financial Goals
100%
Client Satisfaction
243M
Total Assets Managed
340+
Financial Strategies Delivered
With a track record of exceptional client success, FinTax Planning delivers results that consistently exceed expectations. Our expertise, combined with our commitment to client satisfaction, makes us a trusted partner in financial planning and wealth management.
Here's how we make it happen:
01
Book your FREE Consultation
During this call, we’ll discuss your goals, familiarize you with our approach & see if we are a good fit.
02
Evaluation
We will collect your tax history, income, and expenses to understand your personal situation and perform a in-depth analysis.
03
Personally Tailored Plan
We will meet with you and present options for fixing your tax problems. We'll share clear, proven strategies that we will execute on your behalf.
04
Action and Resolution
We will set our plan in motion to resolve your tax burdens. You will not talk to the IRS as we will perform the process on your behalf. We will communicate with you every step of the way. Sleep well. It's handled.
What Our Clients Say About FinTax Planning
At FinTax Planning, our clients are at the center of everything we do. We take pride in helping individuals and small business owners resolve tax issues, stay compliant, and plan strategically for the future. Our dedication to personalized service and deep tax expertise has earned the trust of clients who value having a knowledgeable partner in navigating the complexities of the tax system. Here’s what some of our satisfied clients have shared about their experience with FinTax Planning and the impact we've had on their peace of mind and financial confidence.
STILL NOT SURE?
Frequently Asked Questions
We understand that choosing the right tax partner is a big decision. Here are answers to some of the most common questions about FinTax Planning and our services.
¿Se habla Español?
Claro que si! Hablamos Español.
How do I get started with FinTax Planning?
Getting started is easy! Simply book your free consultation here or text (210) 500-0098.
What services does FinTax Planning offer?
FinTax Planning offers a range of tax services, including tax planning, resolution, and strategy. We also guide you on tax-saving strategies for retirement, education, and health. Check out our services page for more details.
What is tax resolution?
Tax resolution refers to the process of addressing and resolving issues with the IRS or state tax agencies, including unpaid taxes, audits, liens, levies, and wage garnishments. We represent you and negotiate directly with tax authorities to reach the best possible outcome.
Can tax planning help my business save money?
Absolutely. Strategic planning can help reduce your business’s taxable income, maximize deductions, manage cash flow, and ensure compliance. Entity structure, retirement plans, and expense strategies are all key areas we review.
How is your pricing structured for tax returns?
Pricing varies based on the complexity of your return. We provide transparent estimates upfront, and any additional charges are discussed before work proceeds. Discounts available for new clients, veterans, and first responders.
Is there a contract for your services?
No, we believe in flexibility. We are a fee-only and advice-only firm with no long-term contracts. There is no sales pitch, no commissions, and no products sold. Ever.
What if I have questions after signing up?
We’re here to support you! Our team is available to answer any questions you have--text or call (210) 500-0098 or shoot us an email at [email protected]. Current clients also have the ability to schedule a check-in with their tax professional here.
We’re a small, trusted tax firm that helps people and small business owners with taxes. Whether it’s filing your taxes, making a plan to save on taxes, or solving problems with the IRS, we’re here to help you protect what you’ve earned and grow your money the smart way.
As fiduciaries, we have a promise to always look out for your best financial interests. Your goals are our goals.
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