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Business Page


business profile image

FinTax CPA

Tax & Financial Services
5.0 stars
23 Reviews

Markets served


Nationwide

Licenses, Designations or Certificates


Certified Public Accountant (AC55008)
https://www.myfloridalicense.com/LicenseDetail.asp?SID=&id=441FBE330C744E034652AE03E5EAD793

About us


Real Estate Investor/CPA who provides advanced tax/business strategies with a proactive and responsive approach. We look beyond the numbers to advise you in areas beyond taxation, taking a holistic approach to your situation to ensure maximum benefit, efficiently. We provide services in all areas of taxation (from simple bookkeeping to complex tax strategies), trust and estate tax planning, succession/legacy planning, financial planning, risk mitigation, insurance, asset protection and more. We work with a network of professionals who all collaborate together on a regular basis to ensure you have comprehensive coverage of advisory/consulting services.

Specialties


Financial Planning

Retirement Planning
Estate Planning
Budgeting
Self-directed IRA
Wealth Management
Insurance Planning

Tax & Accounting

Tax Planning & Strategy
Accounting
Bookkeeping
Tax Prep & Filing
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
Foreign Investment
1031 Exchange
721 Exchange
Creative Financing Tax
Business Taxes

Reviews (23)


5.0 stars
23 Reviews
5.0 stars
19 Reviews
5.0 stars
4 Reviews

reviewer image
5.0 stars
|
a month ago
Reviewed by Clay Smith
Tony is a highly competent and knowledgeable CPA. His expertise in real estate investments and advanced tax strategies is truly impressive. He brings valuable insights and practical solutions, making him an exceptional resource for anyone navigating complex financial matters. Highly recommend!
reviewer image
5.0 stars
|
6 months ago
Reviewed by Chris Prast
As an insurance adjuster, I'm all about efficiency and getting things done right. That's exactly how I'd describe FinTax CPA! Their team cuts through the red tape and gets straight to the point. They don't waste my time with flowery explanations; they answer my questions honestly and promptly, no matter how complex the situation. This responsiveness is crucial for someone with my busy schedule. From maximizing my deductions to ensuring complete accuracy in my tax filings, they handle everything with meticulous attention to detail. Their candor gives me the peace of mind knowing my taxes are done correctly, the first time around. If you're a busy professional who values efficiency and straightforward communication, FinTax CPA is the perfect fit! They'll get your taxes done quickly, accurately, and without any unnecessary hassle.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Robert Mauro
Tony is dedicated to understanding the unique needs of law enforcement professionals, including benefits, deductions, and retirement planning. He is always responsive and diligent in his communications. FinTax CPA doesn't just crunch numbers; they take the time to explain things clearly and answer all my questions. From maximizing deductions on work-related expenses to developing a personalized retirement strategy, they've helped me plan for a secure future. If you're a law enforcement officer looking for a reliable and results-oriented CPA firm, I highly recommend FinTax CPA!
reviewer image
5.0 stars
|
8 months ago
Reviewed by David Na
I have used and recommended FinTax CPA for many years. Tony definitely looks out for your best interest and does not cut corners to give you guidance. He is able to develop a personalized tax strategy tailored to my needs. If you're looking for a reliable and results-oriented CPA firm based on a trusted referral, FinTax CPA is your firm!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Son Nguyen
Juggling multiple businesses and a growing real estate portfolio across state lines can feel like a financial high-wire act. Thankfully, FinTax CPA has been my safety net and springboard to success. Their team possesses an unrivaled understanding of both complex business partnerships and multi-state real estate tax strategies. It's more than just tax preparation; it's proactive financial guidance tailored to my unique situation. Their foresight in structuring my partnerships has saved me a significant amount in taxes, while their deep knowledge of state-specific regulations ensures my real estate investments are optimized for maximum returns. From minimizing tax liabilities to navigating the complexities of multi-state property ownership, FinTax CPA has provided me with the peace of mind and strategies needed to confidently navigate the financial landscape. Their proactive approach has unlocked significant tax savings, allowing me to reinvest in my businesses and propel my real estate portfolio to new heights. If you're a high-net-worth individual with a complex business and real estate portfolio, look no further than FinTax CPA. They're the trusted advisors who will help you achieve financial success on all fronts!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Oscar Pita
As a real estate agent and investor with a growing portfolio of rental properties, juggling finances can be a real juggling act. However, it's great to have a go-to advisor. From maximizing deductions on my rental properties to navigating complex tax implications for my real estate investments, Tony handles everything with expertise. Recently, I needed financials for an underwriting process on a new deal. The deadline was tight, but FinTax CPA came to the rescue! Their team worked tirelessly and turned around the request in record time, keeping my deal on track. This responsiveness and comprehensive service are what truly set them apart. Now I can focus on finding the best properties for my clients and growing my portfolio, knowing my finances are in the hands of a trusted advisor. If you're a busy professional who needs a one-stop shop for all things tax and finance, you need to engage FinTax CPA.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Stephen Brevig
As a freelance cinematographer, managing my finances can be a juggling act with fluctuating income and unique business expenses. Tony at FinTax CPA has made things easy for us. He understands the specific tax needs of independent creatives like myself. They don't just process paperwork; they provide strategic tax advice and help me plan for the future. From maximizing deductions on camera equipment to strategizing for tax-deductible business travel, they've helped me keep more money in my pocket and reinvest in my craft. FinTax CPA's proactive approach keeps me informed and organized!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Birdseye logistics
As a small business owner, navigating the ever-changing tax landscape can be a daunting task. FinTax CPA has been a lifesaver! Tony is incredibly knowledgeable and always available to answer my questions. His team takes the time to understand my business and tailor their strategies to my specific needs. From maximizing deductions to developing tax-saving strategies, they've helped me keep more money in my pocket and focus on growing my business. FinTax CPA's proactive approach has given me peace of mind knowing my finances are in good hands. I can't recommend them enough to any small business owner looking for a reliable and results-oriented CPA firm.
reviewer image
5.0 stars
|
8 months ago
Reviewed by Larissa Salvador
As an attorney with my own practice, I needed a CPA firm that understood the unique financial landscape of the legal profession. FinTax CPA did just that. Their expertise in tax strategies for law firms has been invaluable. They helped me optimize my business structure for tax purposes and identified key deductions I wouldn't have known about on my own. Their ongoing support allows me to focus on my clients, knowing my finances are in good hands. FinTax CPA's proactive approach has saved me time and money, and I highly recommend them to any attorney seeking a top-notch CPA firm. All of this also helped me to structure a plan for my future real estate Invesment plans both personally and professionally.
reviewer image
5.0 stars
|
8 months ago
Reviewed by Wanda Morales
As a real estate investor and small business owner, I needed a CPA firm that understood the unique challenges of both industries. FinTax CPA delivered on all fronts. Their deep knowledge of tax laws and financial strategies has been instrumental in scaling my businesses. They provide ongoing support, acting as a trusted advisor in all my monthly financial decisions. Their commitment feels like a true partnership, and their proactive approach has saved me time and money. I highly recommend FinTax CPA to anyone looking for a top-notch CPA firm specializing in real estate and small business.
reviewer image
5.0 stars
|
8 months ago
Reviewed by Wanda Morales
As a real estate investor and small business owner, I needed a CPA firm that understood the unique challenges of both industries. FinTax CPA delivered on all fronts. Their deep knowledge of tax laws and financial strategies has been instrumental in scaling my businesses. They provide ongoing support, acting as a trusted advisor in all my monthly financial decisions. Their commitment feels like a true partnership, and their proactive approach has saved me time and money. I highly recommend FinTax CPA to anyone looking for a top-notch CPA firm specializing in real estate and small business.
reviewer image
5.0 stars
|
9 months ago
Reviewed by Mary Doan
Knowledgeable and responsive! Not only did Tony help my parents with their tax returns, but he quickly resolved tax problems from a previous accountant my parents had used that got them audited. He was very diligent with his work and took the time to address more concerns than just the tax filings. His firm bent over backwards for us and now we feel at ease when it comes to dealing with taxes.
reviewer image
5.0 stars
|
8 months ago
Reviewed by David Na
I have used and recommended FinTax CPA for many years. Tony definitely looks out for your best interest and does not cut corners to give you guidance. He is able to develop a personalized tax strategy tailored to my needs. If you're looking for a reliable and results-oriented CPA firm based on a trusted referral, FinTax CPA is your firm!
reviewer image
5.0 stars
|
8 months ago
Reviewed by Larissa Salvador
As an attorney with my own practice, I needed a CPA firm that understood the unique financial landscape of the legal profession. FinTax CPA did just that. Their expertise in tax strategies for law firms has been invaluable. They helped me optimize my business structure for tax purposes and identified key deductions I wouldn't have known about on my own. Their ongoing support allows me to focus on my clients, knowing my finances are in good hands. FinTax CPA's proactive approach has saved me time and money, and I highly recommend them to any attorney seeking a top-notch CPA firm. All of this also helped me to structure a plan for my future real estate Invesment plans both personally and professionally.
reviewer image
5.0 stars
|
8 months ago
Reviewed by Wanda Morales
As a real estate investor and small business owner, I needed a CPA firm that understood the unique challenges of both industries. FinTax CPA delivered on all fronts. Their deep knowledge of tax laws and financial strategies has been instrumental in scaling my businesses. They provide ongoing support, acting as a trusted advisor in all my monthly financial decisions. Their commitment feels like a true partnership, and their proactive approach has saved me time and money. I highly recommend FinTax CPA to anyone looking for a top-notch CPA firm specializing in real estate and small business.
reviewer image
5.0 stars
|
9 months ago
Reviewed by Mary Doan
Knowledgeable and responsive! Not only did Tony help my parents with their tax returns, but he quickly resolved tax problems from a previous accountant my parents had used that got them audited. He was very diligent with his work and took the time to address more concerns than just the tax filings. His firm bent over backwards for us and now we feel at ease when it comes to dealing with taxes.
reviewer image
5.0 stars
|
a month ago
Reviewed by Clay Smith
Tony is a highly competent and knowledgeable CPA. His expertise in real estate investments and advanced tax strategies is truly impressive. He brings valuable insights and practical solutions, making him an exceptional resource for anyone navigating complex financial matters. Highly recommend!
reviewer image
5.0 stars
|
6 months ago
Reviewed by Chris Prast
As an insurance adjuster, I'm all about efficiency and getting things done right. That's exactly how I'd describe FinTax CPA! Their team cuts through the red tape and gets straight to the point. They don't waste my time with flowery explanations; they answer my questions honestly and promptly, no matter how complex the situation. This responsiveness is crucial for someone with my busy schedule. From maximizing my deductions to ensuring complete accuracy in my tax filings, they handle everything with meticulous attention to detail. Their candor gives me the peace of mind knowing my taxes are done correctly, the first time around. If you're a busy professional who values efficiency and straightforward communication, FinTax CPA is the perfect fit! They'll get your taxes done quickly, accurately, and without any unnecessary hassle.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Robert Mauro
Tony is dedicated to understanding the unique needs of law enforcement professionals, including benefits, deductions, and retirement planning. He is always responsive and diligent in his communications. FinTax CPA doesn't just crunch numbers; they take the time to explain things clearly and answer all my questions. From maximizing deductions on work-related expenses to developing a personalized retirement strategy, they've helped me plan for a secure future. If you're a law enforcement officer looking for a reliable and results-oriented CPA firm, I highly recommend FinTax CPA!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Son Nguyen
Juggling multiple businesses and a growing real estate portfolio across state lines can feel like a financial high-wire act. Thankfully, FinTax CPA has been my safety net and springboard to success. Their team possesses an unrivaled understanding of both complex business partnerships and multi-state real estate tax strategies. It's more than just tax preparation; it's proactive financial guidance tailored to my unique situation. Their foresight in structuring my partnerships has saved me a significant amount in taxes, while their deep knowledge of state-specific regulations ensures my real estate investments are optimized for maximum returns. From minimizing tax liabilities to navigating the complexities of multi-state property ownership, FinTax CPA has provided me with the peace of mind and strategies needed to confidently navigate the financial landscape. Their proactive approach has unlocked significant tax savings, allowing me to reinvest in my businesses and propel my real estate portfolio to new heights. If you're a high-net-worth individual with a complex business and real estate portfolio, look no further than FinTax CPA. They're the trusted advisors who will help you achieve financial success on all fronts!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Oscar Pita
As a real estate agent and investor with a growing portfolio of rental properties, juggling finances can be a real juggling act. However, it's great to have a go-to advisor. From maximizing deductions on my rental properties to navigating complex tax implications for my real estate investments, Tony handles everything with expertise. Recently, I needed financials for an underwriting process on a new deal. The deadline was tight, but FinTax CPA came to the rescue! Their team worked tirelessly and turned around the request in record time, keeping my deal on track. This responsiveness and comprehensive service are what truly set them apart. Now I can focus on finding the best properties for my clients and growing my portfolio, knowing my finances are in the hands of a trusted advisor. If you're a busy professional who needs a one-stop shop for all things tax and finance, you need to engage FinTax CPA.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Stephen Brevig
As a freelance cinematographer, managing my finances can be a juggling act with fluctuating income and unique business expenses. Tony at FinTax CPA has made things easy for us. He understands the specific tax needs of independent creatives like myself. They don't just process paperwork; they provide strategic tax advice and help me plan for the future. From maximizing deductions on camera equipment to strategizing for tax-deductible business travel, they've helped me keep more money in my pocket and reinvest in my craft. FinTax CPA's proactive approach keeps me informed and organized!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Birdseye logistics
As a small business owner, navigating the ever-changing tax landscape can be a daunting task. FinTax CPA has been a lifesaver! Tony is incredibly knowledgeable and always available to answer my questions. His team takes the time to understand my business and tailor their strategies to my specific needs. From maximizing deductions to developing tax-saving strategies, they've helped me keep more money in my pocket and focus on growing my business. FinTax CPA's proactive approach has given me peace of mind knowing my finances are in good hands. I can't recommend them enough to any small business owner looking for a reliable and results-oriented CPA firm.
reviewer image
5.0 stars
|
8 months ago
Reviewed by Wanda Morales
As a real estate investor and small business owner, I needed a CPA firm that understood the unique challenges of both industries. FinTax CPA delivered on all fronts. Their deep knowledge of tax laws and financial strategies has been instrumental in scaling my businesses. They provide ongoing support, acting as a trusted advisor in all my monthly financial decisions. Their commitment feels like a true partnership, and their proactive approach has saved me time and money. I highly recommend FinTax CPA to anyone looking for a top-notch CPA firm specializing in real estate and small business.

Our Team


Tony Morales
Tax & Financial Services