FITCH FINANCIAL ADVISORS

Business Services > Business Advisory Services

Fitch Financial Advisors LLC was born under its founder's name - Claudia Fitch - in 1985. The name changed but the services are the same - financial, tax, and counseling on either or both. Claudia studied for and got her Enrolled Agent credential in 1987 (EA). EA is a credential for those who specialize in taxation. The IRS's Office of Professional Responsibility oversees all EAs who prepare tax returns and represent taxpayers before the IRS.

For more info on the EA, and what it is...http://www.irs.gov/Tax-Professionals/Enrolled-Agents/Enrolled-Agent-Information

Claudia is also the proud recipient of the Certified Financial Planner credential. She believes that this stands for excellence in the financial planning world, and joined the CFP® ranks in 1989.

For more info on the CFP® certification and what CFP® practioners do...http://www.letsmakeaplan.org/why-financial-planning-works from the CFP Board site. And from the professional association, a wealth of information http://www.fpanet.org/

Claudia believes in giving back to her financial community, and has served at the national level with the
Financial Planning Association, and at the local level on the board of the San Francisco Financial Planning Association.

The combination of financial planning and tax expertise in one firm provides a strong knowledge background to integrate planning strategies for clients. We are happy to be able to offer that special insight whether clients are here for tax preparation, financial advice or both.

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