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Tax Planning & Growth Advisory Services

We offer personalized Tax Planning and Growth Advisory Services designed to minimize dues and maximize financial efficiency. Our experienced advisors work with individuals, small businesses, and investors to develop proactive tax strategies tailored to your goals.

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Year-end tax support and planning sessions and strategies for business owners and high net worth individuals

During your consultation, we'll provide a clear picture of the most beneficial tax-saving opportunities.

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Assess Tax Needs

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Strategy

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Implement Tax Savings Plan

Services Details

Tax Planning Made Easy with FinloTax

Whether you're an individual, business owner, or global investor, FinloTax helps you stay ahead with proactive, personalized tax strategies—all made easy.

For Individual and Investors:

Tax Loss Harvesting
Real Estate Entity Restructuring
Energy Efficient Credit
Tax Deduction for Primary & Investment Properties
Tax Efficient Investment - Tax Free Interest
Foreign Compliance & Tax Planning
Charitable Giving Tax Planning
Estate & Gift Tax Planning

For Business Owners:

Entity Restructure
Retirement Contribution - 401k & Pension
Employee Benefits
Pass-Through Entity Tax (PTET)
R&D Credits
Vehicle, Home Office & Bonus Depreciation
Tax Compliance & optimization for Foreign Contractors

Tax Planning

SERVICES

Add Ons

Bookkeeping Services

Whether you're just starting out or running a growing small business, accurate bookkeeping is key to understanding your finances. Let our skilled team handle the numbers with our startup bookkeeping solutions that include financial statement preparation and monthly reconciliation service, while you focus on building your business.

Tax - Startups and Businesses

The team of professionals at FinloTax can handle all your business needs such as Federal & State tax filing, franchise tax filing efficiently, saving your time and effort.

Tax-Individuals

We offer expert planning, preparation, & filing services you can count on-delivered by experienced enrolled agents & tax specialists ensures every detail is handled with care & accuracy. We guide you through the process of applying for Individual Taxpayer Identification Number (ITIN), wherever you live in California & all states in the U.S.

Company Incorporation

The experts at FinloTax help you seamlessly incorporate your business—whether it's an LLC, C-Corporation, S-Corporation, or non-profit. We handle everything from Articles of Incorporation and EIN registration to required annual filings.

CFO Services

The CFO examines financial statements, KPIs, and other relevant data to analyze business performance and extract key insights. Monitor KPIs: track KPIs such as profit margins, return on investment (ROI), earnings before interest, taxes, depreciation, and amortization (EBITDA), and more.

R&D Credit

R&D tax credits are government incentives aimed at rewarding businesses that invest in innovation, technology, and development. These credits can offest federal and state tax liabilities, providing essential cash flow to reinvest in future projects.

Payroll Services

FinloTax provides reliable and efficient payroll management services for small and mid-sized businesses. We handle regular payroll processing, compliance payroll services, tax withholdings and ensures the business is compliant.

Compliance Services

FinloTax provides comprehensive compliance services for both individuals and businesses, with a strong focus on ensuring accurate and timely filings across domestic and international requirements. This includes federal, state, and local tax filings, and specialized support for foreign compliance such as FBAR, FATCA, and foreign income and entity disclosures.

Bookkeeping Services

Whether you're just starting out or running a growing small business, accurate bookkeeping is key to understanding your finances. Let our skilled team handle the numbers with our startup bookkeeping solutions that include financial statement preparation and monthly reconciliation service, while you focus on building your business.

Tax - Startups and Businesses

The team of professionals at FinloTax can handle all your business needs such as Federal & State tax filing, franchise tax filing efficiently, saving your time and effort.

Tax-Individuals

We offer expert planning, preparation, & filing services you can count on-delivered by experienced enrolled agents & tax specialists ensures every detail is handled with care & accuracy. We guide you through the process of applying for Individual Taxpayer Identification Number (ITIN), wherever you live in California & all states in the U.S.

Company Incorporation

The experts at FinloTax help you seamlessly incorporate your business—whether it's an LLC, C-Corporation, S-Corporation, or non-profit. We handle everything from Articles of Incorporation and EIN registration to required annual filings.

CFO Services

The CFO examines financial statements, KPIs, and other relevant data to analyze business performance and extract key insights. Monitor KPIs: track KPIs such as profit margins, return on investment (ROI), earnings before interest, taxes, depreciation, and amortization (EBITDA), and more.

R&D Credit

R&D tax credits are government incentives aimed at rewarding businesses that invest in innovation, technology, and development. These credits can offest federal and state tax liabilities, providing essential cash flow to reinvest in future projects.

Payroll Services

FinloTax provides reliable and efficient payroll management services for small and mid-sized businesses. We handle regular payroll processing, compliance payroll services, tax withholdings and ensures the business is compliant.

Compliance Services

FinloTax provides comprehensive compliance services for both individuals and businesses, with a strong focus on ensuring accurate and timely filings across domestic and international requirements. This includes federal, state, and local tax filings, and specialized support for foreign compliance such as FBAR, FATCA, and foreign income and entity disclosures.

STRATEGICALLY PLAN YOUR TAXES & FINANCES

WITH OUR EXPERTS, SAVE TIME & MONEY