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VERIFIED COMPANY DOSSIER

InConcert Financial Group®

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Mission: To orchestrate integrated financial solutions attuned to your personal goals, values, and unique attributes. Overview: We’re a strategic tax planning firm with a passion to maximize the tax efficiency of individuals, businesses, and complex portfolio holders. We far exceed the minimum requirements of accurate bookkeeping and tax filing. We partner with you as a Chief Financial Officer would to strategically position you for future goals. Our integrated services include everything you need to minimize your taxes, optimize your business, and streamline your portfolio of entities and trusts. Founded in 1966, InConcert Financial Group® is a strategic tax planning and solutions company for individuals, businesses, and those with family wealth. Specialties: • Tax & Strategic Planning • Accounting and Bookkeeping Optimization • Tax Preparation • Virtual CFO • Human Resources Consulting • Family Office Administration

inconcertfinancialgroup.comLinkedIn

Mission: To orchestrate integrated financial solutions attuned to your personal goals, values, and unique attributes. Overview: We’re a strategic tax planning firm with a passion to maximize the tax efficiency of individuals, businesses, and complex portfolio holders. We far exceed the minimum requirements of accurate bookkeeping and tax filing. We partner with you as a Chief Financial Officer would to strategically position you for future goals. Our integrated services include everything you need to minimize your taxes, optimize your business, and streamline your portfolio of entities and trusts. Founded in 1966, InConcert Financial Group® is a strategic tax planning and solutions company for individuals, businesses, and those with family wealth. Specialties: • Tax & Strategic Planning • Accounting and Bookkeeping Optimization • Tax Preparation • Virtual CFO • Human Resources Consulting • Family Office Administration

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQLafayette, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
1966
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
6333 Potrero Ave California El Cerrito
City
Lafayette
Region / State
California
Postal Code
94530
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domaininconcertfinancialgroup.com
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LinkedIn NetworkActive Profile
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