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Business Profile

Tax Return Preparation

Financial Planning & Tax Office Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 33 Customer Reviews

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Review Details

  • Donald and Melissa B

    Date: 12/12/2023

    They are awesome and I appreciate them. I got everything I needed

  • Jordyn W

    Date: 11/27/2023

    I recently had the privilege of working with Olu from Financial Planning and Tax Office, and I am compelled to share my overwhelmingly positive experience. As a small business owner, I found myself in a financial predicament due to errors in my previous tax filings. I am so thankful for the dedicated professionals at Financial Planning and Tax Office, who not only rectified those errors but also expertly amended my taxes, resulting in substantial savings.

    From the start their team exhibited a high level of professionalism and commitment to client satisfaction. The attention to detail was evident as they reviewed my financial records to identify discrepancies. What stood out was their proactive approach in communicating with me throughout the process, ensuring transparency and building trust.

    I will absolutely recommend Financial Planning and Tax Office to anyone looking for accounting services. Their proficiency, transparency, and commitment to client satisfaction have earned my trust and loyalty. All my thanks to the entire team for turning what initially seemed like a financial crisis into a very positive experience.

  • Gerald L

    Date: 11/27/2023

    Always provide the absolute best results possible, professionally and timely!!!

  • Olawale F

    Date: 11/16/2023

    Olu and the team has been helping me with my business needs for the last 2years, they are wonderful & highly recommended

  • Tamika W

    Date: 11/13/2023

    All employees are Great and Professional. Olu is the best tax preparer. He is very knowledgeable and has good customer service. He is very patient and attentive. I have been going to him for years!! I highly recommend this company to do your taxes. 10/10

  • Rachel T

    Date: 11/13/2023

    Olu and his whole staff are exceptionally great in their performance to satisfy us clients. They go above and beyond, and are very family oriented and makes me happy that my own kids are clients of his also. I cannot thank them enough for meeting my financial needs for almost 16 years.

  • Omolara L

    Date: 04/15/2023

    Am new to Houston, and a friend referred to FPTO . I was very happy with the service.

  • Ana’Lysse P

    Date: 04/12/2023

    All of the employees are great but Olu is wonderful!!! Best tax preparer and life coach ever. Wonderful customer service. Very friendly and very knowledgeable. 10/10.

  • Pamela S

    Date: 04/08/2023

    I am very satisfied with my tax returns. Ola took his time and completed my tax returns in good timing. I plan to return next tax season. I will refer my friends to this agency.

  • Carolyn I

    Date: 03/26/2023

    They are great ! Very competent and helpful . I will ask them to do my taxes next year!

Financial Planning & Tax Office Inc. is BBB Accredited.

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