Personalized Tax Planning Services for Businesses and Individuals

Trusted tax and accounting solutions for individuals and growing businesses.

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Tax,Bookkeeping & Financial Services

We specialize in clear, practical tax and bookkeeping solutions for individuals and businesses. From annual tax filing to monthly books and long-term financial planning, we help clients stay compliant, save money, and feel confident in their numbers. Additionally, our tax planning services ensure tailored strategies to maximize your financial outcomes. At FirstChoice Tax Advisors, we pride ourselves on delivering trusted expertise across the United States.

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One-on-One Tax Expertise You Can Trust

“I focus on transparency, compliance, and long-term planning—giving you the clarity and confidence you need. Whether you're filing as an individual or a business, you’ll get personal support every step of the way.”

- Sam Fontilus, CPA | Founder

Questions About Your Taxes? Let’s Talk

Let’s make tax season simple. Whether you have questions or need full-service filing, we’re here to help.

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Which bookkeeping software do we use?

We primarily use QuickBooks Online. If you’re not set up yet, we’ll assist you during onboarding.
Are tax returns part of the subscription?

They can be. Tax filing is included in select plans or can be added as a standalone service. Both personal and business returns are available.
What information do you need to provide?

We’ll need basic business info, access to your bookkeeping system or bank data, and copies of recent tax returns (if available).
How long does onboarding take?

Most clients are fully onboarded within 1–2 weeks. Complex cleanups may take longer, but we’ll keep you updated every step of the way.
Can I upgrade or downgrade my plan anytime?

Yes. You can adjust your plan at any time to better fit your business needs—no penalties or long-term commitments.
Are there any setup or cancellation fees?

We do not charge cancellation fees. A one-time onboarding/setup fee may apply depending on the state of your books.
How often will I receive reports?

You’ll receive monthly financial reports including a Profit & Loss, Balance Sheet, and general ledger summaries.
What’s included in each monthly subscription plan?

Each plan includes core bookkeeping, financial reports, and CPA-led support. Higher-tier plans also include tax preparation, quarterly planning, and advisory services. See our pricing page for full breakdowns.
Do we handle both personal and business taxes?

Yes, we handle individual, corporate, partnership, and multi-state filings based on your entity type and subscription tier.
Do you handle historical bookkeeping cleanup?

Yes. We offer one-time or bundled cleanup services for past months or years. This can be added before or during your subscription.
When do we start preparing annual tax returns?

We start preparing returns as soon as year-end books are finalized. The earlier you’re onboarded, the smoother the process.

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Client Testimonials

“Working with Sam made filing my taxes easy and stress-free. He took the time to explain everything in a way that made sense, ensuring I felt confident every step of the way. It's clear he truly cares about doing what's right for his clients.”
— Alex

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