Financial & Taxation Services Inc. is one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
For years, Financial & Taxation Services Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Financial & Taxation Services Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Financial & Taxation Services Inc. is one of the leading firms in and throughout Auburndale. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Financial & Taxation Services Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Auburndale's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Auburndale. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Financial & Taxation Services Inc. receive competent and timely advice.
Kaitzev (Kai) Wei
Kaitzev (Kai) Wei, MST (Master of Science in Taxation in 2004), MS (Master of Science in 1983), is an Enrolled Agent (Licensed Tax Preparer), Certified Financial Planner? , Certified College Planning Specialist, Certified Specialist in Retirement Planning, Certified Specialist in Estate Planning, Chartered Mutual Funds Counselor, Accredited Asset Management Specialist. He held life and health insurance licenses too.
Mr. Wei was a Controller/Financial Director for various organizations for fifteen years and was a part time College Accounting instructor for six years. He had also worked for the largest tax software developing company for five years. During that five years period, he worked on retirement, investment and major tax credits related tax forms and schedules.
Currently Mr. Wei is the President of Financial & Taxation Services, Inc. and also the President of Wealth Building Strategies Company (which provides the personal financial planning services). His Financial & Taxation Services, Inc. does individual, partnership, corporate, LLC, LLP, etc. tax returns, bookkeeping, payroll services and provides education, retirement and estate planning, etc. all year round. Mr. Wei also has accounting and tax (corporation & partnership taxes, and tax planning course for CFPÂ®) teaching assignments at various college and universities after the tax season.
What make Kaitzev unique is that he is interested in competency, not diplomas. The education he received not only develops and cultivates his mind but also improves his strategic and critical thinking skills. Kaitzev is able to see the multiple layers of a problem. He is able to exam a problem from various angles. He believes that complicated situations will often to be resolved by complicated solution.
Nancy Yang, CPA, MBA, Certified QuickBook Pro Advisor, is a Certified Public Accountant in Massachusetts. She earned her MBA from Boston University. She has been an Accounting Manager at a CPA firm over 20 years. Each year Ms. Yang works with over 1,700 individual clients and more than 700 business clients (Newton and Norwood offices combined) regarding to accounting, auditing, tax, financial, business and software issues, etc. She has extensive experience in preparing of corporate, partnership, fiduciary and personal tax returns and the development of accounting systems for all types of small business.
Sonya is an accounting graduate student at Suffolk University. She is an intern at our company.