Flo Financial & Tax Services is a multifaceted company dedicated to providing expert financial solutions tailored to individual and business needs. Based in Houston, the firm offers a wide range of services, including tax preparation and representation, insurance services (both property and casualty as well as life and health), real estate assistance, business consulting, and credit counseling. What distinguishes Flo Financial is its commitment to exceptional customer service; clients are not just treated as numbers but are given personalized assistance and support throughout their financial journeys.
The team at Flo Financial is comprised of Federally Licensed Tax Practitioners with extensive knowledge in handling standard income tax returns and dealing with the complexities surrounding self-employment and home-based businesses. They pride themselves on being available year-round, ready to answer questions and assist with estimated taxes or unexpected tax matters.
In addition to their tax services, Flo Financial is committed to helping clients secure the best insurance rates by comparing various coverage options, discounts, and policies to ensure that customers receive every discount they are entitled to. The firm also offers real estate services, making it a one-stop shop for clients seeking extensive financial assistance.
With a focus on accessibility and reliability, Flo Financial aims to build long-lasting relationships with its clients, ensuring they feel supported at every step of their financial endeavors. Whether navigating tax season, exploring insurance options, or setting up a new business, Flo Financial is there to guide clients toward financial success.
