FIAT TAX
At Fiat Wealth Management, our mission is to simplify and streamline the financial lives of our clients. In alignment with this goal, we proudly expanded our services in 2025 by partnering with Fiat Tax, a trusted team of experienced tax professionals.
Through this collaboration, we are able to offer our clients a seamless, integrated approach to both wealth management and tax planning. Whether you're preparing for tax season or looking for year-round strategic support, Fiat Tax is here to make the process efficient and stress-free. From individual filings to more complex returns, their expertise ensures that your tax needs are handled with precision and care—all under the same umbrella as your financial planning team.
*Fiat Tax operates as an independent enterprise, offering expert tax preparation and filing services to individuals and businesses alike. You do not need to be a client of Fiat Wealth Management to take advantage of Fiat Tax’s support—anyone is welcome to utilize their services for a smooth, stress-free tax experience.
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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.