FinloTax | Tax Planning, Bookkeeping & CFO

Your partner that brings you lasting financial peace of mind for Small businesses.

Tax preparation service in Sunnyvale, CA (show on map)

5.0

★★★★★

114 reviews

FinloTax provides startup accounting support including bookkeeping, tax filing, and CFO services all in one place, helping small businesses concentrate on growth.

Call (408) 822-9406

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About

FinloTax is a financial services firm providing comprehensive startup accounting support including bookkeeping, tax filing, CFO services, and company incorporation all in one place. Their CFO services include examining financial statements, KPIs, and other relevant data to analyze business performance and extract key insights for monitoring profit margins, ROI, and other metrics.

All-in-one startup accounting: bookkeeping, tax, CFO services

Company incorporation services included

Focus on small businesses and startups

One-stop shop for financial peace of mind

Services

Bookkeeping Services

Startup bookkeeping solutions including financial statement preparation and monthly reconciliation service.

Financial Statement Preparation Monthly Reconciliation Transaction Recording

Tax Services for Startups and Businesses

Federal and state tax filing, franchise tax filing for businesses.

Federal Tax Filing State Tax Filing Franchise Tax Filing

Tax Services for Individuals

Tax planning, preparation, and filing services for individuals, including ITIN application assistance.

Individual Tax Preparation ITIN Application Assistance Tax Planning

Company Incorporation

Business incorporation services including LLC, C-Corporation, S-Corporation, and non-profit formation, including Articles of Incorporation and EIN registration.

LLC Formation C-Corporation Formation S-Corporation Formation Non-profit Formation EIN Registration Annual Filings

CFO Services

CFO-level financial analysis including examining financial statements, KPIs, and business performance metrics.

Financial Statement Analysis KPI Monitoring Profit Margin Analysis ROI Analysis EBITDA Analysis

Reviews

Rating

★★★★★

Reviews

114

"... a professional attitude in working with me on my 2025 taxes."

Frequently Asked Questions

What services does FinloTax offer? +

FinloTax offers bookkeeping services, tax filing for startups and individuals, company incorporation (LLC, C-Corp, S-Corp, non-profit), and CFO services.

What is FinloTax's tagline? +

FinloTax's tagline is 'Your partner that brings you lasting financial peace of mind for Small businesses.'

Who does FinloTax serve? +

FinloTax serves small businesses, startups, and individuals with their accounting, tax, and financial needs.