Fitch Financial Advisors, LLC
(Tax & Financial Planning)
- Fitch Financial Advisors, LLC
- 2627 Chestnut
- San Francisco, California
- Voice: (415) 928-3499
References:
In an attempt to protect consumers, the California Department of Corporations recently changed its rules, and now prohibits financial service companies from publishing any form of testimonial from their clients.
The Good Service Guide has spoken at length with Claudia Fitch’s clients about their experience with her. Based on their testimony, we are satisfied that Fitch Financial Advisors qualifies to be listed in the Good Service Guide.
Transcripts of our conversations with Ms. Fitch’s clients are available for inspection at our office, or we can mail them to you. We encourage you to request them from us.
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How was your experience with Fitch Financial Advisors, LLC? Tell us about it, and help improve The Guide.
If you’ve ever filled a spreadsheet with details of your personal finances, then not known how to interpret the results, you need to talk Claudia Fitch, EA, CFP.
Perhaps you’re too busy working to keep an eye on taxes. Or you’re burning out on your job and want more time to enjoy life. Whatever your needs, Fitch Financial Advisors provides unique tax and financial planning services individually tailored for working professionals, self-employed people and small business owners.
“My clients appreciate the fact that I don’t overwhelm them with super-sophisticated services they don’t really need,” Claudia says. “I operate on the principle that people want complex issues boiled down to understandable answers, as well as on-going help.”
Claudia’s personal knowledge of your financial position, gained from an in-depth interview with you, enables her to offer long-term strategic planning which will minimize your tax bite and permit you to take advantage of every legal deduction. This is what differentiates Claudia from the “last minute” instant tax return companies.
As well as preparing tax returns, Claudia projects current year taxes, withholding adjustments, and quarterly estimated tax payment adjustments if needed.
Her financial services include an initial review and assessment, asset repositioning if needed, regular update reports, and annual comprehensive reviews. This service is fee-based, with no commissions charged to clients.
Give Claudia a call. She’ll be happy to spend a few minutes to get acquainted with you and your situation, explain her services, and give you an estimate of costs.
In business since 1984, Claudia is an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service, and a member of the Financial Planning Association.
