Trusted CPA to help you navigate the complexities of the tax code The tax code
Simplifying the Complex
The tax code is highly complex. This can cause a great deal of angst, especially among many high earners. A CPA is usually your most trusted advisor and does a great job of making sure you are compliant with the law. However, your CPA may not know about all of the complicated nuances of your financial life.
Anjali Jariwala of FIT Advisors is a financial planner with an extensive background in tax. She holds a Masters of Science in Taxation as well as both a CPA and CFP®. FIT Advisors will perform a deep dive to understand your current tax situation, identify opportunities, and work with your accountant and other professionals to help implement our recommendations. We use a variety of tax planning tools to help you save money, growing your wealth more rapidly over the long run. With FIT Advisors on your side, you can rest assured your financial, investing, and tax needs are optimized.
There is no added charge for tax planning with FIT Advisors, it is included as part of your comprehensive financial plan.