Infinity Tax & Financial Planning
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
0 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Infinity Tax & Financial Planning | home page | |
| Website | https://www.infinitytaxandfinancial.com/ | home page | |
| Office locality | Huntsville, AL | home page | |
| Phone | +12565274214 | home page | |
| Offers bookkeeping | Documented: ...[email] Our Services Tax Preparation Accounting & Bookkeeping Services Investment Management Financial Planning Retirement Financial Planning Estate... | home page | |
| AP / AR | Documented: ...Payroll Services Quarterly Reporting Account Reconciliations Annual 1099 Filings Bill Pay Services Investment Management Stocks, Bonds, and Mutual Funds Investment Management... | /our-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Accounting & Bookkeeping Services LLC & Corporation Formations Business Licenses Payroll Services Quarterly Reporting Account Reconciliations Annual 1099 Filings Bill Pay... | /our-services | 4 pts (max 4) |
| What is included / excluded | Documented: ...financial goals, family needs, and long-term aspirations. Our estate planning services include: Simple Wills: Structuring legal documents to ensure your assets are distributed... | /services/estate-planning | 5 pts (max 5) |
| Onboarding described | Documented: ...roadmap designed to guide you through every stage of your financial journey. Our process is centered around four key pillars: Protect, Grow, Use, and Bestow your assets.... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...& Bookkeeping Services LLC & Corporation Formations Business Licenses Payroll Services Quarterly Reporting Account Reconciliations Annual 1099 Filings Bill Pay Services Investment... | /our-services | 4 pts (max 4) |
| Named contact / team | Andy Zorovich, Founder | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...a plan for the documents that are not provided in your appointment. Set up your Intuit Client Portal - this secure portal allows you to access and sign our Engagement Letter... | /our-tax-preparation-process | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Alabama State Board of Public Accountancy public licensee rosters for CPA firm records named 'Infinity Tax & Financial Planning' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Alabama State Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Infinity Tax & Financial Planning's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.