Meeting business challenges with foresight and precision
A Team of Experienced Professionals at Your Service
FA/CTS: Finex Accounting and Tax Services has been guiding clients toward financial success since 2001. Our team of highly skilled professionals understands the complexities of modern finance and takes pride in providing personalized, customized solutions to meet your unique needs. With a focus on personalized service, we are committed to building lasting relationships with each and every client.
Custom-Tailored Solutions for Every Client
We believe in taking a personalized approach to every client engagement. We take the time to understand your financial goals, challenges, and aspirations in order to tailor a package of services specifically designed to support your journey toward success. Our comprehensive range of services include:
Tax Services
- Tax planning and preparation for individuals and businesses
- Assistance with state and federal tax filings
- Tax compliance reviews and audits
- Guidance on tax optimization strategies
Payroll Services
- Efficient and timely payroll processing
- Automated calculations and filings
- Reliable compliance with state and federal regulations
- Employee onboarding and offboarding support
Accounting Services
- Bookkeeping and financial statement preparation
- Consulting on financial systems and processes
- Financial analysis and reporting
- Business valuation and acquisition support
Additional Services
- Small business consulting
- Personal financial planning
- Tax controversy resolution
- Click FA/CTS Services (online tax filing assistance)
Building a Strong Relationship
We value open communication, transparency, and accessibility in our client relationships. You can expect:
- Regular updates and clear explanations throughout the engagement
- Clear and concise documentation for your financial records
- Responsive and timely communication with our team
- A dedicated point of contact to address your questions and concerns
Choose FA/CTS: Finex Accounting and Tax Services for
- Personalized attention and customized solutions
- Expertise in navigating complex financial scenarios
- Open communication and transparency
- Affordability and competitive pricing
- Commitment to building lasting client relationships
Scheduling and Communication
The reviewer, Ni T., had a satisfactory experience with FA/CTS, specifically with scheduling an appointment. They noted that the appointment was easily scheduled, and the team provided prompt replies, which impressed them.
Tax Preparation and Review
The reviewer was impressed with the team's thoroughness in preparing their 2014 tax return. They mentioned that the team double-checked their work to ensure that the client received the best possible return. The reviewer also compared their experience with FA/CTS to their previous year's experience with H&R Block, stating that the service was similar.
Changes to Tax Return
However, the reviewer encountered a minor issue with the preparation of their tax return. After signing the documents and making payment, FA/CTS informed them that they had made changes to how they claimed the reviewer's wife's tuition. Although the reviewer was initially surprised by this change, they did not elaborate on the outcome.
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