Financial Tax Strategies
Business details
- Category
- Financial Services · Financial planner
- Address
- 1313 N Milpitas Blvd Ste 155, Milpitas, CA 95035
- Phone
- (888) 977-1222
- Website
- deferthegainstax.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–6 PM
- Tuesday: 8 AM–6 PM
- Wednesday: 8 AM–6 PM
- Thursday: 8 AM–6 PM
- Friday: 8 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
Financial Tax Strategies brings financial planning and tax strategy guidance to Milpitas and the surrounding South Bay communities. We work with individuals and households who want a clearer picture of how their investments, income and taxes fit together.
Our focus is on helping clients plan ahead so they can keep more of what they earn and build a financial future they can rely on. We take time to understand each client's goals before recommending any strategy, and we explain the reasoning behind every step.
Whether you are approaching retirement, managing a growing portfolio or looking for ways to reduce your tax burden, we are here to help you plan with confidence.
Visit our website to learn more about our services and get in touch with us.
Our focus is on helping clients plan ahead so they can keep more of what they earn and build a financial future they can rely on. We take time to understand each client's goals before recommending any strategy, and we explain the reasoning behind every step.
Whether you are approaching retirement, managing a growing portfolio or looking for ways to reduce your tax burden, we are here to help you plan with confidence.
Visit our website to learn more about our services and get in touch with us.