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FIRST PITCH PLANNING AND TAX LLC
First Pitch Planning and Tax is a sole practitioner CPA/CFP® practice based in Roswell, GA, in business since 2020. It provides affordable tax preparation,...
Overview
First Pitch Planning and Tax is a sole practitioner CPA/CFP® practice based in Roswell, GA, in business since 2020. It provides affordable tax preparation, tax planning, and financial strategy assistance to families and small businesses. Engagements begin with a free assessment meeting, with live meetings for local Georgia clients and Zoom for clients across the country.
General information
Firm type
RIA
Year founded
2020
Location
City
Roswell
Principals
Phil
Sole Practitioner CPA/CFP®
Sector focus
Frequently asked questions
Who runs investment decisions at First Pitch Planning and Tax LLC?
No named investment professionals or decision-making structure are publicly documented for this firm.
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