FITax Planning, Inc.

Resources

Appointment Checklist
For us to better know our clients and be the best fiduciary possible, we put together two checklists.
 
Online Tax Organizer
Don't miss any important deductions! Help us uncover hidden tax deductions by filling out this form.
Financial Calculators
Please try our wide variety of interactive financial calculators.
 
Solution Center
Here are some solutions to common problems for clients. Check back- we'll be adding more common solutions.
Client Portal
Log into our secure, password protected Client Portal to store and access your important financial documents from anywhere at anytime.
 
Secure Send
Quickly send us a secure message with an attachment
Security Measures
Your data is protected in extremely secure environments.