We specialized in preparing complex tax returns for individuals, nonresident aliens, limited liability companies, partnerships, corporations, estates and trusts. We have experience applying and researching the tax code to find all possible deductions and credits in order to minimize your tax bill.
At iTax Financial Services, we take care to provide our customers high quality services personalized for their unique needs. Our staff members are professional, courteous and efficient.
We provide a variety of services including:
Our staff of Certified Financial Planners and Enrolled Agents can help you develop financial and budgeting strategies to minimize your tax liability and avoid penalties from the IRS and the State Department of Revenue.
Our Enrolled Agents are qualified and authorized to represent our clients before the IRS in Tax Audits.
Our Certified Financial Planners are ready to assist you with strategies to fund your retirement, plan your insurance needs and transfer your assets to your heirs in the most efficient possible way.
Comprehensive Financial Planning