FITax Planning, Inc.

  • Benjamin Franklin

    "An investment in knowledge pays the best interest."

  • Thomas Alva Edison

    "Good fortune is what happens when opportunity meets with planning."

  • Alan Lakein

    "Planning is bringing the future into the present so that you can do something about it now."

Welcome to Financial Insight Tax Planning, Inc.

Serving Southern California, FI (Financial Insight) Tax Planning is here for you, your family, and your business! We know that taxes touch all areas of your finances, so we take a comprehensive financial planning approach to thoroughly analyze and prepare your tax returns. Know there are many great opportunities in the tax codes to benefit from, are you taking advantage of all of them?

Get to know us today - we'll be happy to offer a free initial consultation. Thanks for visiting our website and resource center!

Why Choose a CPA

We know and love numbers! We help you make sense of your finances as a whole, so you make informed decisions.

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Why Choose an Enrolled Agent

We are tax experts, federally registered, and are direct to the IRS, we represent our clients' best interest.

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Our Background

With over 25+ years of combined industry experience, we do taxes right, beyond just preparing and filing your taxes.

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Our Services

We are a client centric firm, and we take a holistic approach towards everything we do, including our many services.

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