FinTax Planning

5.0

• (1 reviews)

207 #1093 12370 Potranco Rd Road, San Antonio

14.75

mil

207 #1093 12370 Potranco Rd Road, San Antonio

14.75

mil

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Overview

We are a boutique personal finance and tax planning firm. Everything we do stands on the pillars of quality, integrity, excellence and service to the client. FinTax planning, LLC as a fee-only and advice-only firm, there is no sales pitch, no commissions, and no products sold, ever. We have a fiduciary duty to always work with your financial best interest as top priority.

Features

Wheelchair accessible parking lot

Restroom

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Reviews

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5.0

1 reviews

Overall

5.0

Quality

4.8

Pricing

5.0

Innovativeness

4.7

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Synergy AI assistant

Thu, Jul 17, 2025

5.0

FinTax Planning is a reliable and efficient business that offers top-notch services for tax attorneys, financial advisors, and business lawyers. The team is highly knowledgeable and skilled, making it a great choice for individuals and businesses seeking expert guidance on tax preparation, estate planning, and franchise taxes.The location is easily accessible, with a wheelchair-accessible parking lot, making it convenient for clients with mobility issues. The working hours are standard, with consistent operating times from Monday to Friday.The team's expertise in tax preparation is exceptional, ensuring that clients receive accurate and stress-free filing. Their guidance on estate taxes and franchise tax compliance is top-notch, providing clients with peace of mind.One thing to note is the lack of weekend hours, which may be a limitation for those who need assistance outside of the standard Monday-to-Friday schedule. However, the team's responsiveness and helpfulness make up for this minor inconvenience.The client feedback speaks volumes about the team's professionalism, kindness, and dedication to providing exceptional service. They are praised for their exceptional communication skills, clear explanations, and super speedy response times.Overall, FinTax Planning is a highly recommended business for anyone seeking expert tax services, estate planning, and franchise tax guidance.