About Fact Tax and Financial Services

Fact Tax and Financial services was founded by professionals with over combined experience at industry-leading companies, We’re celebrated experts in finance, bookkeeping, taxation and business consulting.

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. Fact Tax and Financial services is dedicated to meeting these goals with high standards of excellence and professionalism.

We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from the worry of managing taxes, bookkeeping, payroll, investments and more.

We follow industry best practices and implement workflows that transform our clients' lives and businesses. We assess your requirements then perform complete research to determine how to deliver the highest-quality work for you. All our work adheres to domestic and international regulations and tax codes.

Our Value Added Services

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Tax Return Evaluation

We can uncover errors made by other preparers and find opportunities to reduce your tax bill that others may miss.

IRS AUDIT Representation

Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family,

ITIN Application Processing

Individual Tax Identification Number (ITIN) is a substitute for the Social Security number issued by the IRS to non-US individuals (not business entities).

FBAR/FATCA Processing

If you are the account holder or have signature authority over any foreign bank account account (this includes checking or savings accounts, mutual funds,

Extension Filing

File your individual Income tax return (Form 1040, 1040A, or 1040EZ) and Pay any tax due before April 15th to avoid penalties and Interests.

Bookkeeping & Payroll Processing

Fact Tax currently offers a Complete Accounting Package that covers all aspects of your accounting system. We'll provide full charge bookkeeping, ..

Business Incorporation/Dissolution

We form thousands of corporations a year - we provide info on allocating shares to investors, stock assignment and many other considerations.

Part Time CFO

The CFO Connection is a group of Chief Financial Officers that offer you strategic on-call expertise.

File your Taxes in Just 4 Simple Steps

We Help You to Determine Most Tax Effective Solutions

Why choose us?

  • 24/7 Excellent Support
  • Free Tax Representation
  • Free Tax Return Evaluation
  • Free ITIN Preparation Services
  • Free Document Handling Services
  • Free Extension Filing
  • Free Advanced Tax Planning
  • Free W4 Processing