FIT Financial LLC provides tax planning, tax preparation, and tax resolution services for entrepreneurs and small business owners in The Colony, Frisco, Plano, Dallas, and surrounding North Texas communities. Led by Kate Phillips, a former PwC tax professional and Certified Tax Coach with 25 years in business, FIT Financial takes a proactive, yearround approach to taxes. Services include quarterly tax planning, business tax preparation, estimated tax planning, deduction strategy, entity and income-timing guidance, IRS notice support, and audit support. Our goal is to help business owners legally minimize taxes, avoid costly surprises, stay compliant, and make confident financial decisions throughout the year.

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