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Tax Planning, Bookkeeping Services, Tax Return Preparation

SERVICES
Tax Advice by IFA Taxes
Tax Advice & Planning

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
Tax Planning by IFA Taxes
Tax & Bookkeeping

We can enhance your back office with cloud-based tax preparation, and bookkeeping support.

Tax & Bookkeeping
Tax Returns by IFA Taxes
Tax Return Preparation

We help you file your tax returns on-time, prepare extensions when necessary, and review your return for opportunities to lower your tax liability.

Tax Return Preparation
LATEST ARTICLES
Taking a Closer Look at Municipal Bonds and Taxes
In this study, we explore possible tax implications of muni funds at different income levels and tax brackets.

Nov 6, 2023

Retirement Savings & Tax Guide for 2023
Here's a comprehensive listing of key savings contribution limits and tax changes for 2023.

Feb 27, 2023

All Tax Articles
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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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