# FIRST PITCH PLANNING AND TAX LLC

FIRST PITCH PLANNING AND TAX LLC is a RIA based in Roswell.

## Overview

- **Organization type:** RIA
- **Headquarters:** Roswell
- **Founded:** 2020
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309028
- **SEC file number:** 801-118777
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309028

## About

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.

## Sectors

- families and small businesses

## People

- Phil — Sole Practitioner CPA/CFP®

## 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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Last updated: 2026-08-11T15:06:42.396Z

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