Financial 1 Tax Services
With over 19 years in the business, Financial 1 Tax is your full service tax, elder law, estate and retirement planning firm. Find our locations in the Greater DC Metro area, Baltimore, and now in the Miami Metro area and Boca Raton in Florida, or work with us remotely online (Zoom available). Now serving all 50 states! |
Official Website
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Rates, surcharges and fees are advertised on Financial1tax.com
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- What to Bring For Your Appointment
- Tax Brackets and Guides
- Client Portal: Find Forms, Make Payments
- Ask Tax Questions Online
- Important Dates and Tax Strategies
- Tax Rates and Year-End Planning
- Cryptocurrency Taxes and Reporting
- Market Volatility and Investments
- Estate Planning, Wills and Trusts
- Wealth Management
- Income For Life
- Full Legal Services
- Client Appreciation Evening
Sentiment Analysis
The information she provided allowed me to make the correct disbursement to meet my needs as well as ensuring the correct tax liability.
If you need anything after the fact, they are more than willing to help out where they can, thank you so much!
Tatyana and her team were able to assess and take care of my situation perfectly in a very quick and professional manner.
They answered all of my tax questions no matter how small and helped me pay less than I thought I would owe.
I will definitely utilize her services in the future because her timeliness, professionalism and advice for my small business.
We were in need of a company that understood military exemptions for our tax return for last Minute assistance with our federal return.
The Financial1 team was extremely responsive in answering my initial enquiries, worked around my busy schedule to bring me in, were very generous with their time in answering my questions, displayed deep knowledge of the small business tax law landscape in creating a tax savings strategy, and were able to execute efficiently in preparing and filing my complicated tax return.
I walked into Financial 1 very nervous and fearful after many years of preparing my own taxes, I left feeling confident that my taxes were completed with professionalism and knowledge.
Last year, we were looking at a pretty hefty tax bill so we decided to try out Financial 1.
She explained everything to us in plain English and set clear expectations on how we would engage with her and her team.
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