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The Infinity Financial Process

The Infinity Financial Process

We believe in a well rounded approach to your overall financial health. Our goal is to help you Protect, Grow, Use, & Bestow your assets. "The Infinity Financial Process" included with your yearly tax prep, is formulated to act as a road map for your life journey. From taxes to investment advice to retirement income and legacy planning, we guide you along the way.


When you're dreading doing your taxes, you might be able to benefit from the help of an Infinity tax preparation professional. At Infinity Tax & Financial Planning, we take a one-on-one approach to each of our clients so that we can understand your financial situation before starting our work. We want to minimize your tax burden, so we'll take all the details of your finances into account when working.

We're a fee-only firm, so you can count on us to have rates that you can afford and to never have any surprise charges. When you decide to let us handle your taxes for you, you can rely on us for:

  • Attention to detail
  • Highly experienced staff
  • Quick response times

At Infinity Tax & Financial Planning, we offer year-round tax service so that we can help you file your taxes quarterly or annually. As part of our commitment to you, we have flexible hours throughout the week and strive to schedule appointments that are convenient for you. Call us today to find out how our tax preparation professionals can help you and to schedule an appointment.