Fritz Financial Services, CPA
About the Business
Fritz Financial Services, CPA is a tax services and tax consulting institution located at 903 East Main Street in Auburn, Washington, serving clients in Auburn, Kent, and the Greater Seattle Area. With over 80,000 pages of constantly changing tax code, Fritz Financial Services partners with clients to identify opportunities to meet long term goals and minimize tax liability over their lifetime.
As a licensed CPA since 2009 and CFA Charter holder since 2011, Fritz Financial Services offers a unique perspective in tax planning and investments. The institution offers tax consulting sessions throughout the year to develop comprehensive tax strategies and maximize client value.
Beyond basic tax preparation services, Fritz Financial Services goes the extra mile to help clients understand their specific tax situation and reduce their tax burden. The institution provides IRS representation, business, estate, and gift returns, specializing in maximizing the value of equity and executive compensation, employer-provided benefits, significant life events, and retirement tax planning.
Clients can choose between a basic tax preparation package with a complimentary review meeting or add on a mid-year tax consulting session. To get started, clients can reach out to Fritz Financial Services with their goals and needs to schedule a consultation at their office in Auburn, Washington.
Photos
Location & Phone number
903 E Main St suite 213, Auburn, WA 98002, United States
Hours open
Monday:
10:00 AM - 4:00 PM
Tuesday:
10:00 AM - 4:00 PM
Wednesday:
10:00 AM - 4:00 PM
Thursday:
10:00 AM - 4:00 PM
Friday:
10:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been working with Mylene to complete my taxes for a few years. She is very knowledgeable, caring, and goes out of her way to take care of me."
"I did my taxes late and a good friend recommended me Fritz Financial. She was quick to get back to me and let me know everything I needed before we met. Gave me the option to meet in person and virtually. I am a little old school, I love the option to meet in person. I scanned my documents and dropped of others that are easier to have in person. I highly recommend using her and referring her to other clients and family."
"I've known Mylene personally for years as a neighbor. When she started doing taxes, I had no worries and stated working with her. If you know how skeptical I am of working with friends, you would understand what a compliment it is that I trusted her and continue to do so. She's smart and good dog Mom. Good dog people are good people!"
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