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IFA Taxes Services icon

IFA Taxes Services

Tax advice

Tax Advice & Planning

Personal & Business

  • Review client data from prior and current year from tax returns and financial statements (tax prep checklist)
  • Discuss the tax impact of current and future activity
  • Review available tax credits and deductions
tax returns
* Including multi state/out state returns as well as non-resident income tax returns.

Tax Return Preparation

Income Tax for Individual Returns (Form 1040)

  • Including multi state/out of state and non-resident.
  • Ensure accuracy and compliance with IRS and state taxing authorities
  • Setup data feeds for your entities' bank and credit accounts and create automated bank rules for easy reconciliation of your transactions.
  • Review returns with clients to ensure all eligible deductions and credits are reported.

Business Returns

  • Corporation (Form 1120)
  • S-Corporation (Form 1120S)
  • Partnerships, LLP's, LLC's Form (Form 1065)
  • Trusts/Estates (Form 1041)
  • Non-profit tax returns (Form 990)
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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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