Choice Financial Inc
At the heart of Choice Financial AI lies our expertise in proactive tax planning. We specialize in crafting personalized tax strategies that empower our clients to significantly reduce their tax liabilities, often by as much as 30% to 50%. This is achieved through meticulous planning and a deep understanding of tax laws, allowing us to tailor solutions that align perfectly with each client's unique financial situation. Our approach is comprehensive and year-round, ensuring that our clients are always ahead of the curve. Through personalized consultations and proactive strategy sessions, we delve into the intricacies of our clients' financials, optimizing tax benefits while ensuring full compliance with ever-changing tax laws and regulations. We pride ourselves on being available to our clients throughout the year, providing ongoing support and adjustments as needed to maximize tax efficiency.
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Verified contacts
6
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BL
Brittni Larson
Director of Operations & Customer Success · Operations
EmailPhone - DL
Daniela Lobos
Account Executive · Sales & Business Development
EmailPhone - JM
Javier Melendez
Life Insurance Specialist · Sales & Business Development
EmailPhone - AC
Albert Cottrell
Chief of Applied Ai and Tax Planning · Other
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Choice Financial Inc
6 distinct titles indexed · top 6 shown.
- 1account executive
- 1chief of applied ai and tax planning
- 1chief tax director
- 1director of operations & customer success
- 1inside sales agent
- 1life insurance specialist
Sign up to unlock all 6 contacts at Choice Financial Inc
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