RIA · CRD 309028SEC-Registered

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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, tax...

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, 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

families and small businesses

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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