Your Trusted Partner in Financial Success

Providing Finance, Accounting and Tax services to Startups, Small & Midsize Businesses and Founders

Tax Preparation

Corporate, Partnership, Trust and personal tax preparation

Payroll & HR

Payroll setup and compliance

R&D Tax Credit

Federal & State R&D Tax Credit Analysis & Claims

Who we work with:

Technology: SaaS, Software, Fintech & AI
Professional Services
Healthcare & Biotech
Real Estate & Construction
Entertainment Services
Consumer & Manufacturing
Founders, Business Owners, & Individuals

Our Headquarters:

2535 Townsgate Rd, STE 100

Westlake Village, CA 91361

Phone: 805-917-2066

Email: contact@fintax.cpa

Our Policies

We provide high-quality services and ensure transparency through an engagement letter detailing the scope of work, pricing, and fees. Our policies below complement the terms in your engagement letter.

Refund Policy

We may charge for services before or after completion and delivery, as outlined in your engagement letter. No refunds are offered post-delivery. Review the work promptly and contact us with concerns; we’ll address issues within the agreed scope.

Service Delivery Policy

Services are delivered per your engagement letter, typically digitally, with timelines based on project scope.

Cancellation Policy

Cancel before work begins, as noted in your engagement letter, at no charge. Once started, cancellation isn’t possible due to committed resources.

Share by: