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VerifiedFinancial Services· Founded 2013

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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HeadquartersPleasanton, United StatesEmployees11(1 to 10)Founded year2013Websitechoicefinancialinc.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

11

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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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

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