FITax Planning, Inc.

About

About

Thank you for your interest in us, the following pages will give you a better idea of what we're about. 



Firm Background
To date, through our client-centric service model and working with many community organizations and business professionals, we have become a thriving referred-base practice.
 
Meet Our Team
Financial Insight Tax Planning, Inc. is a full-service Certified Public Accounting firm licensed in CA. All our CPA's hold valid CA State CPA Certificates.
Security Measures
Your data is protected in extremely secure environments.
 
Privacy Policy
FI Tax Planning focuses on implementing fair information practices that are designed to protect your privacy. You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.
Refer Us
Referrals are the cornerstone of any service business. This firm relies on satisfied clients as the primary source of new business, and your referrals are both welcome and most sincerely appreciated!
 
Why Choose a CPA
Tax planning, cash flow management, financing, succession planning — these are all important topics that you'll be weighing in on regularly, and they're all factors that are much easier to work with when you have the right CPA by your side. Working with a CPA is about more than just making sure that your taxes are filed correctly — it's about guaranteeing that the decisions you're making are backed by confidence and actionable intelligence.
Why Choose an Enrolled Agent
Partnering with a financial professional like an Enrolled Agent is about more than just making sure that your taxes are done correctly. It's about making sure that you're taking the steps necessary today to guarantee a better, more prosperous financial tomorrow — whether you're talking about your personal finances or your business finances or a little bit of both at the same time.
 
Employment Opportunities
Check this page from time to time for specific employment opportunities.
Client Reviews
We strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others.