Our Story

Fintax was created to bridge collaboration
between financial service providers

FinTax Partners was created after recognizing an absence that existed within the finance industry; the lack of collaboration between financial service providers. Together, we work seamlessly among advisors combining state of the art technology, expertise, and experience. We seek to understand and listen before offering any solutions.

β€œThe focus goes beyond preparing accurate returns.”

FinTax strives to provide a complete financial services team working together with the goal of optimizing your investment returns and tax liabilities.

 
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Contact us to see how FinTax partners can help you with all your CPA needs.