Financial Planning & Tax Office Rosenberg

About

Financial Planning & Tax Office provides bookkeeping and accounting services for small businesses and individuals. We can take care of your books so you can focus on growing your business. For more than 30 years we have been helping clients with everything from basic tax management services to more in-depth work such as audit representation, financial statements and tax planning.

We strive to create long lasting relationships with our customers, while using our expertise to minimize your tax liability and compliance costs. We want to be the accounting partner that helps you achieve your personal and business goals.

FAQs

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Do What You Do Best & Leave The Numbers To Us

Why do customers choose you?

Clients like to do business with us because we focus on solving their accounting and tax issues.
We go over the solution with our customer in detail, then work with you to come up with long term solutions.

What do you consider a fantastic customer experience?

Any experience where the customer is satisficed with the final product we deliver, have a complete understanding of our work and a game plan to reach their goals in the future.

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Victoria Besedina 1 year ago

I had a specific case for tax filing, which required some extra work. Olu not only did a good job and saved me a few bucks, but he also did it extremely fast, in 1 day. I am delighted with the quality, and helpfulness, and will be coming back next year.

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Samantha Steffek 1 year ago

I worked with Olu to do my taxes. He was amazing, quick and efficient to work with. He was able to more than double the refund that I thought I would receive when I tried to process them online with turbotax. He was easy to contact and followed through with getting them done in 2 days. If you are looking for someone to do your taxes, this is the man!! Thanks again Olu.