OUR VISION & BELIEF
We envision a tax and financial firms created for the sole purpose of helping you keep more of your hard-earned wealth by integrating diverse financial resources that would otherwise be only available to the ultra rich. We are a boutique firm who focus on you, your specific situation, and your financial needs. We strive to uncover your inefficiency by employing fundamental profiling.
We believe in providing unbiased tax and financial solutions in a consultative environment that is free from sales pressure. We achieve this by being independently own and value our clients above all else. A client Sheryl C. said “Kiak took the time to explain everything so clearly and worked with us to give us the best advice to ensure that the following tax year would be successful.”
OUR TEAM & EXPERIENCE
Over 50 years ago, David Harned started his tax practice in Lomita, CA. Integrated Tax Services opens its door in 2003 in the San Fernando Valley. The two tax firms merged in 2014 to become ITS Financial Group Inc.
Kiak, the CEO of the firm, has extensive experience in both the tax and personal financial space. Because of his vast financial background, he can see your tax situation as part of your overall finance. Kiak is an Enrolled Agent with many other financial credentials.
Katie, the CFO of the firm, spent several years with Deloitte & Touche. Her engagements include Ticket Master, MGM, Toyota, and Mattel. After the Big 4, she joined Cohen Miskei & Mowery as their forensic accountant. She handled high profile cases.
Miguel served as a branch manager at Chase bank. He has been accustomed to providing quality customer service for almost 20 years. After leaving Chase, he worked for H & R Block as a tax preparer. Miguel joins the ITS family in 2016.
Learn more about our team and let us know how we can best serve you.
Though not yet a household name, ITS Financial Group Inc. is rapidly becoming a well-known entity in the South Bay.
Our philosophy is to under promise and over deliver, looking for the best interest of our client. This may mean going beyond the call of our duties.
Our first year client, Hugo M., said he experienced “…such a high level of customer service from Mr. Kiak and his staff. Not only did they assist me with my tax questions, Mr. Kiak took time out of his busy schedule to educate me in some of personal finances."
We are committed to help you keep your hard earned money using our financial network of resources. This likely will allow you to pay less taxes, minimize financial mistakes, and protection your asset.
Our work ranges from tax preparation for individuals and businesses to retirement planning.
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