About Us

• At Curious Finance we work with CPAs, enrollment agents, and accountants to find the most effective way to reduce the taxes and overhead costs for their clients. We educate CPA and accountant offices on the most holistic and advanced tax planning strategies available on the market, allowing them to draw the best annual financial plans for their business clients. We can also explain complex financial plans in simple terms that business owners understand. Contact us today to learn more about our tax preparation, small business planning, and retirement planning. Some of our other services include: Life Insurance Oakland, CA 94607 CPA Consultant Oakland, CA 94607 Business Consultant Oakland, CA 94607 Small Business Accountant Oakland, CA 94607 Business owners can rest easy when their accountant has the guidance of our nationwide team of specialists! No one understands employee benefit plans, investment service, and corporate tax preparation better than Curious Finance.