Best Financial Advisors in Placentia, CA

“Long story short - My taxes were being handled by my parents accountant, and I felt like I was put on the back burner.”

“Serving Southern California, FI (Financial Insight) Tax Planning is here for you, your family, and your business! We know that taxes touch all areas of your finances, so we take a comprehensive financial planning approach to thoroughly ...”

“Then, I respond to your needs. Based on professional training and experience, options are presented. Goals are defined and plans of action are identified. Upon request, a clear written plan of action you can refer to time and again is provided. An in...”

“John F. Day, Ea Is a Federally-Licensed Tax Professional Specializing in Tax Preparation Services and Licensed to Represent Taxpayers Before the Internal Revenue Service. John Has Over 27 Years of Experience Providing Tax and Audit Services for Busin...”

“Very helpful abnd friendly workers”

“Also since I was a new client, he looked at my previous 1 year of taxes done by a big accounting firm, and found that they did not get me the return i should have gotten the last 1 year.”

“Even though he knew we were not going to be immediate clients, he went through the meeting very engaged and interested always giving priceless information and making sure we had answers to all our questions.”

“They have some eagle-eyed member of staffs like Fatima and Susana who will help your business cut down losses from fraudulent and unauthorized transactions.”

“In all seriousness I was really struggling to pay off my balances and they guided on lowering my debt as well as how to pay them off in a timely manner.”

“I surely recommend Kim and His team very Professional and reliable I have sent my kids who already incorporated to Work to make their Income taxes with Kim .”