Tax Planning & Preparation

Integrated, year-round tax services and planning strategies.

Contact IFA Taxes

Strategic tax advice for a stronger tomorrow.

Tax planning and tax return preparation.

IFA Taxes provides collaborative tax advice, tax planning, accounting, and tax return services to individuals and business entities across the United States.

Our services

What IFA Taxes does for you.

Planning is the key to successfully and legally reducing your tax liability. We will proactively recommend tax saving strategies to maximize your after-tax income.

  • Tax advice & planning

    Personal and business:

    • Review client data from prior and current year tax returns and financial statements
    • Discuss the tax impact of current and future activity
    • Review available tax credits and deductions

  • Individual returns

    Income tax for individual returns (Form 1040):

    • Including multi-state, out-of-state, and non-resident returns
    • Accuracy and compliance with the IRS and state taxing authorities
    • Data feeds and automated bank rules for easier transaction reconciliation
    • A review with you to ensure all eligible deductions and credits are reported

  • Business returns

    • Corporation (Form 1120)
    • S-Corporation (Form 1120S)
    • Partnerships, LLPs, LLCs (Form 1065)
    • Trusts/Estates (Form 1041)
    • Nonprofit (Form 990)
    • Quarterly Payroll & Sales Tax Returns
    • Business Personal Property Tax

Resources

Tools, articles, and our team.

Talk with IFA Taxes.

Contact our tax team to discuss planning and preparation for the year ahead.

Contact IFA Taxes