We make every effort to offer comprehensive solutions to our clients’ financial needs. The tax services we offer aim to provide our clients with an experience that is as convenient as possible.
Preparing your taxes with a financial advisor may have benefits:
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We receive clients’ tax documents before they do, allowing us to file taxes earlier in the year.
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Sharing tax documents with your investment professional may add depth to your financial plan.
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Your planner may suggest tax-advantaged investment strategies that can lower taxable income.
Scheduling for the upcoming January and February begins at the end of each year.
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IFG does not provide tax services. All decisions regarding the tax implications of your investments should be made in conjunction with your independent tax advisor. This material is not intended to replace the advice of a qualified tax advisor, attorney, and accountant or insurance advisor. Consulting with the appropriate professional should be done before any financial commitments regarding the issues related to the situations above are made.
