Financial planning for every facet of your life.


GET STARTED


HOW IT WORKS

Testimonial-0002.jpg
Testimonial-0001.jpg
Testimonial-0003.jpg
Testimonial-0004.jpg

Our clients rate us as excellent.
We scored 9.1/10, based on  200 reviews.

Our Services

How Can a Financial Advisor Help You?


view all

Comprehensive Tax Planning

Comprehensive Tax Planning

Tax Filing

IPO

Quarterly estimates

VC Fund

Selling startup shares

Acquisition

Founding company


GET STARTED

Tax Preparation Services

Tax Preparation Services

Tax Filing

Exercising Options

Selling startup

W2 Income

New home

New dependents

Recently married


GET STARTED

1-Hour Equity Tax Planning Session

1-Hour Equity Tax Planning Session

Exercising Options

IPO

Acquisition

Changing jobs

Secondary market

Selling startup

Recently married


GET STARTED

Business Taxes Services

Business Taxes Services

Tax Filing

Quarterly estimates

Acquisition

Changing jobs

Corporate entities

Business Taxes


GET STARTED

Holistic Wealth Management

Holistic Wealth Management

Investing

Lending

Diversification

Insurance

Cash flow

Selling startup

Acquisition


GET STARTED

Collaborated with over 800+ trusted worldwide partners

TitleTitleTitleTitleTitleTitle

About us

Bring your finances to your life

Lorem ipsum dolor sit amet consectetur adipiscing elit, venenatis purus inceptos ultricies aenean, orci mauris ornare turpis auctor enim.

Platea velit tristique arcu nullam pulvinar fermentum  ullamcorper  litora justo nibh facilisis magnis.



Collaborating with your advisors, made easy

Centralize Communication

Lorem ipsum dolor sit amet consectetur adipiscing elit

Share Documents Securely

Lorem ipsum dolor sit amet consectetur adipiscing elit

Set Clear Goals and Deadlines

Lorem ipsum dolor sit amet consectetur adipiscing elit

0

Years of Experience

0
K

Successful Cases

0
+

Expert Team

0
K

Satisfied Clients

How it work

Three ways to file, all backed by our Tax Return Lifetime Guarantee

We do your taxes for you

Have a tax expert do your taxes from start to finish, as soon as today.


GET STARTED

See how Live Full Service works

Get expert help as you go

Have a tax expert do your taxes from start to finish, as soon as today.


GET STARTED

See how Live Assisted works

File your own taxes

Have a tax expert do your taxes from start to finish, as soon as today.


GET STARTED


See how fortax works

FAQ Question

Your questions, answered

01.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur.

02.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur.

03.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur.

04.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur.

Testimonials

Read why our customers love Fortax

Rated 4.6 out of 5 stars by our customers


(674029 reviews of Fortax Online)

John at Fortax saved us thousands. His expertise and professionalism are unmatched. Highly recommended!

Sarah M

CEO of Tech Solutions

Emily’s tax planning advice at Fortax significantly reduced our taxes. Her detail-oriented approach is unparalleled.

David H

CFO of Green Energy Corp

Michael’s financial insights at Fortax improved our bottom line and ensured compliance. Truly invaluable

Lisa R.

Director of HealthCare

Ava’s wealth management strategies at Fortax transformed our financial outlook. Her tax advice is always effective

Olivia Bennett

CEO Marketing Agency

James at Fortax navigated complex tax issues effortlessly. His clear explanations made the process stress-free.

Ethan Marshall

Owner of Nancy’s Boutique

Daniel’s tax consulting at Fortax provided clear, actionable advice that positively impacted our finances.

William Turner

Owner of retail business