Welcome to FIN TACS | 禄相逢 取之有

Navigate your financial future with the certainty of experience. FIN TACS brings together a team of CPAs and financial professionals with 20+ years of industry leadership to provide tax and accounting services tailored to your success. At FIN TACS, we believe that comprehensive financial strategy is the key to unlocking your future financial success. Our team is dedicated to not only provide personalized solutions for your unique needs but raise your financial awareness and help make informed financial decisions.

凭借 20 多年的行业经验,财道的注册会计师和财务规划团队将深厚的会计与税务功底转化为您的资产增值动力。专业导航,助您稳健发展。每一份财务计划的出炉,都基于我们对客户财务状况的综合考量,根据需求从数百个方案中,筛选出2-3个可以最大化客户财务目标的方案,再通过公司的合规性审查,完成最终的定稿。不论客户资产高低,我们的服务标准不变。

我们更致力于普通大众的财务意识觉醒, 力求让更多的人拥有充足的信息去做出更明智的财务决策。

Family & Business Financial Map

家庭和企业财务服务四大模块

Tier1:Tax Planning

税务申报与规划

Our tax services provide comprehensive solutions to simplify your financial obligations.

We ensures compliance with personalized consultations, year-round support, and secure online document submission for efficient, accurate results.

全年个性化税务咨询和安全的线上服务,力求在合理、合法、准确的前提下实现您的税务优化

Tier2: Risk Management

财务风险管理

Prepare you for significant expenses such as medical costs, college tuition, investment losses, retirement risks and family uncertainties, and secure stable future income, even if you stop earning. Let us help you make informed investment decisions.

我们利用专业的财务工具,为您的收入和资产保驾护航,有效规避人生中包括医疗、教育、投资风险、退休和家庭意外等在内的关键财务风险。建立永续的现金流,安享无忧人生。

Tier3: Wealth & Growth

财富与增值

Transform the dreams of ordinary people into lasting prosperity through smart investing.

With a focus on steady, consistent, long-term growth and our engaging financial education platform, we help you create a dynamic financial legacy that inspires and thrives across generations.

聪明的投资可以将普通人的梦想转化为持久的财富。我们专注于稳定、持续的长期增长,结合我们独特的财商共享平台,助您构建一个实现抱负、保障未来的投资组合。

Tie 4: Legacy Planning

财富传承

Wealth transcends mere money. By leveraging sophisticated wealth management tools and our exclusive financial education platform, you can impart enduring values, a prudent approach to wealth, and a meaningful life philosophy to future generations, laying the foundation for your family’s enduring legacy of prosperity.

财富不等于金钱,利用财富管理工具和我们独有的财商培训平台,把正确的价值观、财富观和人生观传承给后代,您的家族的百年财富传承,将就此拉开新的篇章。

Frequently Asked Questions

How can financial planning help me secure my future?

Financial planning can help you create a roadmap for your financial future, identify your goals, and make informed decisions to achieve them.

What sets FIN TACS apart from other financial planning firms?

At FIN TACS, we prioritize personalized planning and comprehensive consideration of your long-term financial needs to ensure your success.

How do I get started with FIN TACS?

Getting started with FIN TACS is easy. Simply contact us to schedule a consultation, and we'll guide you through the process of creating a personalized financial plan.

“FIN TACS has been instrumental in helping me plan for my retirement. Their attention to detail and focus on my long-term financial goals have given me peace of mind for the future.”

John Doe

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Comments

Nancy Ni
3 months ago

I would like to consult on overseas tax filing matters.