Expert Accounting Solutions

Our Services

FinTrek provides expert tax planning and preparation, bookkeeping, CFO advisory, payroll, and entity formation services tailored for individuals, small businesses, and startups. With over 20 years of experience, we help clients simplify their finances, reduce tax burdens, and make informed decisions. Our personalized, technology-driven approach ensures accuracy, efficiency, and long-term financial success. Whether you're filing taxes or growing a business, FinTrek is your trusted partner every step of the way.

Tax Planning, Preparation, and Filing

We provide year-round tax planning and accurate tax return preparation to help you minimize liability, avoid surprises, and stay compliant. Our strategies are tailored to your situation—whether you're a salaried professional, small business owner, or investor—ensuring you keep more of what you earn.

Bookkeeping

Our full-service bookkeeping keeps your financial records clean, organized, and up to date—giving you clarity, control, and peace of mind. You'll always know where your business stands financially, without the headache of spreadsheets and receipts.

CFO Advisory

Get strategic financial guidance from a seasoned expert without hiring a full-time CFO. We help with budgeting, cash flow, forecasting, and long-term planning so your business can scale confidently and make smart decisions backed by real insights.

Payroll Services

We make payroll simple, accurate, and compliant. From regular pay runs to year-end filings, we handle the details so you can focus on running your business. Your team gets paid on time, every time—and you stay in good standing with the IRS and state agencies.

Tax Advisory Sessions

Our one-on-one tax advisory sessions offer personalized guidance to help you understand your tax position, plan ahead, and make informed financial decisions. Whether you're facing a major life change, business challenge, or investment opportunity, we provide clear, actionable advice to help you save more and avoid costly mistakes.

Entity Formation

Get strategic financial guidance from a seasoned expert without hiring a full-time CFO. We help with budgeting, cash flow, forecasting, and long-term planning so your business can scale confidently and make smart decisions backed by real insights.