PHILLIP JAMES KLEIBER

First Pitch Financial Planning and Tax is a Roswell, GA-based solo practice led by Phillip James Kleiber.

Kleiber is identified in the source material as a CPA and CFP® professional.

First Pitch Financial Planning and Tax is a Roswell, GA-based solo practice led by Phillip James Kleiber. The firm provides tax preparation, tax planning, and financial strategy assistance for families and small businesses, with an emphasis on helping clients navigate tax and planning decisions using source-backed information.

Kleiber is identified in the source material as a CPA and CFP® professional. The practice describes planning and tax engagements that begin with an assessment meeting, and it offers live meetings for local Georgia clients as well as Zoom meetings for clients across the country. Source text also notes volunteer tax preparation work with refugee clients served by ICNA Relief in Decatur, GA and reservists stationed at Dobbins Air Force Base.