A Proactive Approach to Your Financial Success

Fintax CPAs focuses on advanced tax reduction and planning, emphasizing proactive strategies rather than reactive ones. The firm’s founder, Angie Bhasin, was named Top Tax Planner of the Year by the American Institute of Certified Tax Planners. This company’s tax team helps protect clients’ wealth through both simple and complex strategies.

Significant Tax Savings

Fintax CPAs’ clients have saved an average of $48,000 in taxes annually, with some achieving millions in savings. This translates to more money available for clients’ personal use rather than IRS payments. The potential for long-term wealth growth through investment of these savings is significant.

Understanding Your Tax Needs

This company understands that business owners and investors rely heavily on financial information for successful decision-making. However, many accountants simply record historical financial data, providing limited proactive tax planning. Fintax CPAs offers a different approach.

Beyond Traditional Accounting Services

Unlike traditional accounting firms, Fintax CPAs provides proactive advice and strategies to maximize earnings and minimize tax burdens. The firm uses court-tested, IRS-approved strategies to develop comprehensive plans, unlike many competitors who focus solely on historical data and after-the-fact planning.

Personalized Proactive Tax Strategies

The firm’s personalized Proactive Tax Strategy involves an initial interview and questionnaire to understand clients’ financial goals. Following a review of provided information, a comprehensive strategy is developed, typically within two weeks. Clients then review the strategy with their CPA strategist, receiving a written plan outlining deductions, credits, and other tax-saving strategies. A follow-up call is offered for further questions or clarification.

Client Profile

Fintax CPAs works with small business owners, startups, and high-net-worth individuals to reduce their tax burden. This group helps businesses minimize taxes upon exit and creates strategies for long-term savings.