First Hope Financial

Expert Tax Preparation

Serving Clients in All 50 States

First Hope Financial makes tax filing simple, stress-free, and fully remote. For nearly 15 years, we’ve helped individuals and small businesses file accurately and confidently from home.

See Our Services

Explore a comprehensive range of financial services designed to meet your unique needs. At First Hope Financial, we focus on delivering personalized solutions that maximize your financial potential and guide you towards a secure future.

Service Highlights

No Compromise, Just Maximize

Comprehensive Financial Planning

A holistic approach to financial planning, customized to align with your life goals and aspirations.

Investment Management

Optimize your investments with strategies from First Hope Financial that balance growth and risk effectively.

Tax Planning and Optimization

Reduce your tax burden with expert advice and efficient strategies, all in compliance with the latest regulations.

Retirement Planning

Plan for a comfortable retirement with structured solutions from First Hope Financial that ensure you’re ready for the future.

Risk Management

Protect your assets with a proactive approach to identifying and mitigating financial risks.

Estate Planning and Legacy Solutions

Secure your legacy with comprehensive estate planning services, ensuring your assets are protected and passed on according to your wishes.

Business Financial Consulting

Support your business’s financial health with strategic consulting from First Hope Financial. We offer tailored advice on cash flow management, budgeting, and growth planning to help your business thrive.

Education and College Planning

Prepare for your children’s future with a solid education savings plan. First Hope Financial provides guidance on college savings options and investment strategies to help cover education costs without compromising your other financial goals.

PRICING

Choose Your Plan

Basic PLAN

$47/month

  • Essential financial planning tools to help you get started

  • Access to basic financial insights and guidance

  • Monthly check-ins with a financial expert

  • Limited access to our online resources and webinars

No contracts - cancel anytime

PRO PLAN

$97/month

  • Comprehensive financial planning with customized advice

  • Access to advanced investment strategies

  • Bi-weekly check-ins with a dedicated financial advisor

  • Full access to online resources, including webinars and tutorials

  • Priority email support for quick answers to your financial questions

No contracts - cancel anytime

AGENCY PLAN

$147/month

  • Full-service financial management tailored to complex portfolios

  • Personalized tax and retirement planning strategies

  • Weekly one-on-one consultations with a senior advisor

  • Unlimited access to all online resources, including premium content

  • Priority support with dedicated client success management

No contracts - cancel anytime

What Our Clients Say About First Hope Financial

At First Hope Financial, we pride ourselves on delivering reliable, professional service that our clients can trust year after year. From fast refunds to friendly support, our customers love the peace of mind that comes with working with experienced tax experts who truly care.

Kerry Erickson, FL

“They made filing my taxes so easy — I didn’t even have to leave home!”

Mallori Todd, OR

“Professional, quick, and I got the biggest refund I’ve ever received.”

Dominque Thompson, CA

“I’ve been with First Hope Financial for years. They’re honest, knowledgeable, and always on point.”

Rebecca Quinones, NY

“Excellent service from start to finish. My tax pro explained everything clearly and made me feel confident.”

© 2025 First Hope Financial - All Rights Reserved. Partnering with you on your financial journey with expert advice and tailored solutions.

(689) 304-5389