Financial Fitness Center, Inc. is an independent tax and financial services firm. Our team is uniquely qualified to help you address all elements of your financial health in order to build and preserve assets while minimizing taxes. For over 35 years, we have been serving individuals, families, small business and real estate owners, and, in particular, women, in the San Francisco Bay Area.
We focus on providing integrated strategies as we attend to your tax & financial needs. Our goal is to have a positive impact on your life by helping you navigate the complexities of tax and financial planning with strategies that support your financial well-being. Our team of tax, financial, insurance and real estate advisors serve as valuable resources for your unique situation-all in one place.
We focus on providing integrated strategies as we attend to your tax & financial needs. Our goal is to have a positive impact on your life by helping you navigate the complexities of tax and financial planning with strategies that support your financial well-being. Our team of tax, financial, insurance and real estate advisors serve as valuable resources for your unique situation-all in one place.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
When can I retire? Can I afford a new home? How can I save for my child's college expenses? Can I take a dream vacation? How can I manage risk? Financial Fitness Center was established with the goal of helping individuals, families, small business owners, and, most particularly, women, answer questions.
The Financial Fitness Center team is comprised of specialists, working together to support individuals, families, and small business owners, throughout the greater San Francisco Bay area and points beyond. Teamwork has made the Financial Fitness Center a one-stop financial services firm, providing outstanding financial education and personalized financial strategies.
We assist clients in all aspects of their financial lives, from reducing taxes to buying their first home to starting a business to looking toward retirement and points on between. Comprised of a number of experienced professionals in the tax, financial, real estate, and insurance industries, the team at FFC works together to provide support to our clients with our respective specialties.
Our firm offers a wide range of services to individual and business clients. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
Reviews (3)
Carrie Peters
Jul 17, 2021
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Mikael Falk
Dec 26, 2020
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I used to fear and loathe tax season. After some pretty bad experiences with other tax preparers in the past, I was referred to Financial Fitness Center by a longtime client and booked an appointment with Carol. I cannot recommend her highly enough and wish I could give her more than 5 stars! Carol has been resourceful, engaging and easy to talk to and has helped me take care of and wrap up my taxes over the last few years at a VERY reasonable price. She has also helped me figure out and organize my itemized deductible expenses since I'm self-employed and has been able to answer all of my questions
Richard Aragon
Sep 30, 2020
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I Switched to Jennifer James at financial fitness a few years ago to handle my business and personal tax filings. Best decision ever! I gave her my previous years tax returns done by my former tax accountant and she caught so many mistakes and left out deductions that we filed an amended tax return for previous years and got paid! She is also fun to work with and cares about her clients.
