Chavez Financial Management

Chavez Financial Management We are a financial management company, located in downtown Phoenix, AZ, and Miami, FL. Our firm is distinguished by our team of highly qualified professionals.

Founded during the pandemic, Chavez Financial Management LLC has rapidly established itself as a leading provider of tax preparation and tax planning services. In the past 4 years, we have proudly assisted over 2,500 clients both across the United States and internationally, including individuals and prominent athletes from the NBA and MLB. Our staff includes certified accountants with Enrolled Ag

ent (EA) and Certified Public Accountant (CPA) credentials, as well as financial advisors with Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. This blend of expertise ensures that we deliver exceptional, customized financial solutions to meet a diverse range of client needs. Chavez Financial Management LLC operates from two key locations: Downtown Phoenix and Downtown Miami. Our commitment to providing outstanding service and personalized financial management makes us a trusted partner for clients seeking expert advice and support.

A foreign person, who doesn't have and can't get an SSN, must use an individual taxpayer identification number (ITIN). I...
09/06/2024

A foreign person, who doesn't have and can't get an SSN, must use an individual taxpayer identification number (ITIN). IRS issues ITINs to help individuals comply with the U.S. tax laws, and to provide a means to efficiently process and account for tax returns and payments for those not eligible for Social Security numbers. If you or a family member needs to apply or even re-apply, contact us today!

OCTOBER 15, 2024 🗓️
08/26/2024

OCTOBER 15, 2024 🗓️

BOOK YOUR APPINTMENT TODAY
04/04/2023

BOOK YOUR APPINTMENT TODAY

Call today for an appointment!
01/31/2023

Call today for an appointment!

WE ARE HIRING! 👍🏽Locations: Milwaukee, Wi & Phoenix, Az
10/19/2022

WE ARE HIRING! 👍🏽
Locations: Milwaukee, Wi & Phoenix, Az

Join us for our first Investors meeting! Say July 30, 2022 at 11:30am! Please shoot us a DM or call us for an RSVP and m...
07/20/2022

Join us for our first Investors meeting! Say July 30, 2022 at 11:30am! Please shoot us a DM or call us for an RSVP and more information!

We now offer payroll services with crypto. Want to pay in crypto?
07/05/2022

We now offer payroll services with crypto. Want to pay in crypto?

07/01/2022

WE NOW OFFER AUTO INSURANCE! MAKE SURE TO CALL US TODAY FOR A FREE QUOTE!

07/01/2022

We are now accepting more clients! Set up your meeting today. We offer book keeping, payroll, tax services, and all other accounting services.

Address

1 N 1st Street
Phoenix, AZ
85004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

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