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Financial & Taxation Services Inc (Newton, MA )
| Ad Type: | Wanted | |
| Posted: | 2022-01-24, 08:22PM | |
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For years, Financial & Taxation Services Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Financial & Taxation Services Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Financial & Taxation Services Inc. is one of the leading firms in and throughout Auburndale. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our Mission Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Financial & Taxation Services Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Auburndale's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around Auburndale. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Financial & Taxation Services Inc. receive competent and timely advice. Kaitzev (Kai) Wei Kaitzev (Kai) Wei, MST (Master of Science in Taxation in 2004), MS (Master of Science in 1983), is an Enrolled Agent (Licensed Tax Preparer), Certified Financial Planner? , Certified College Planning Specialist, Certified Specialist in Retirement Planning, Certified Specialist in Estate Planning, Chartered Mutual Funds Counselor, Accredited Asset Management Specialist. He held life and health insurance licenses too. Mr. Wei was a Controller/Financial Director for various organizations for fifteen years and was a part time College Accounting instructor for six years. He had also worked for the largest tax software developing company for five years. During that five years period, he worked on retirement, investment and major tax credits related tax forms and schedules. Financial & Taxation Services Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Financial & Taxation Services Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Management Services Assurance and Advisory Services Financial and Retirement Planning IRS Representation Entity Selection and Restructuring Computer Consulting Employee Benefits, Pension, and Profit-Sharing Plans Financial Projections and Forecasts Debt and Finance Advising Accounting Services Estate and Trust Planning and Tax Preparation Litigation Support and Forensic Accounting Bookkeeping/Write-up QuickBooks Accounting Help and Assistance Payroll Services Cash Flow and Budgeting Analysis Mergers, Acquisitions, and Sales 617-630-1602 [email protected] https://www.ftsicpa.com/
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