Tax Resolution- Relief, done right.

Experts in serving individuals, veterans, and small businesses.

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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

Maximizing your ”Net Keep”

Why Choose FinTax Planning for Financial Advice?

We are a boutique finance and tax planning firm. Everything we do stands on the pillars of quality, integrity, excellence and service to the client. As a fee-only and advice-only firm, there is no sales pitch, no commissions, and no products sold, ever. We have a fiduciary duty to always work with your financial best interest as top priority.

Tax Strategy

• Comprehensive Tax-Aware Strategies

• Active tax-loss harvesting

• Tax-aware investment and liability management

• Retirement strategies

• Estate planning

• Education planning

• Risk management

• Tax-sensitive distributions and withdrawals

Plan, Invest, Thrive

Expert guidance from a qualified and credentialed financial counselor.

Tax Insights

Increasing your success by optimizing your tax strategy.

Tax Pros

With our years of experience in tax preparation, tax planning and tax resolution, we provide proactive and innovative solutions to help relief your tax burdens.

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

Why FinTax Planning is the Right Choice for Your Financial Goals

Let FinTax Planning Help You Claim Your Financial Success

The experts at FinTax Planning are committed to maximizing your financial potential. We offer personalized strategies and comprehensive planning to ensure you make the most of your resources and achieve financial stability. Our client-centered approach is designed to support you every step of the way.

Customized Financial Planning

Tailored plans that align with your goals and values, designed by FinTax Planning.

Wealth Management Services

Effective strategies for building and protecting your wealth with guidance from FinTax Planning.

Risk Management Solutions

Proactive identification and mitigation of financial risks with the support of FinTax Planning.

Lifetime Financial Peace of Mind

Plan your legacy with structured planning solutions from FinTax Planning.

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.

Get Inspired:

Introductory Call

If you’re curious about working with us, this is where to start. During this call, we’ll discuss your goals, familiarize yourself with our approach & see if we would be a good fit.

Initial Consultations

1:1 This is where we understand your personal situation. You would provide us with details of your tax problems and any letters you have received from a tax authority.

Personally Tailored Plan

Your plan is a step-by-step guide with recommendations to meet your goals. This includes an automated process development.

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 when necessary. Sleep well. It's handled.

Let's Meet

What Our Clients Say About FinTax Planning

At FinTax Planning, our clients are at the heart of everything we do. We are proud to have helped individuals and families achieve financial security, build wealth, and plan for the future with confidence. Our commitment to personalized service and expert guidance has earned us the trust of clients who value a partner that truly understands their unique financial goals. Here’s what some of our satisfied clients have to say about their experiences with FinTax Planning and how we’ve made a difference in their financial journeys.

STILL NOT SURE?

Frequently Asked Questions

We understand that choosing the right financial partner is a big decision. Here are answers to some of the most common questions about FinTax Planning and our services.

How do I get started with FinTax Planning?

Getting started is easy! Simply contact us through our website or give us a call. Our team will walk you through the first steps and help you choose a service plan that fits your needs.

What services does FinTax Planning offer?

FinTax Planning offers a range of financial services, including financial planning, investment management, tax optimization, retirement planning, and estate planning. Check out our services page for more details.

Is there a contract for your services?

No, we believe in flexibility. All our plans are available on a month-to-month basis with no long-term contracts. You can cancel at any time if you’re not satisfied.

What if I have questions after signing up?

We’re here to support you! Our team is available to answer any questions you have. You’ll also have access to your dedicated financial advisor for guidance whenever you need it.