Your Success Is Our Business
Integrated Financial Solutions offers clients a breadth of services and a depth of knowledge. No two clients or situations are alike, and treating them as such is a brand of cookie-cutter consulting that leads to challenges in the future. Our teams of financial and tax specialists work in concert with you and your executive team to proactively anticipate both problems and windfalls to minimize exposure and maximize returns. In addition, we are highly attuned to the financial nuances of a variety of specific industries and interests – providing timely, studied advice in all circumstances.
What We Do
IFS is very much a traditional accounting firm in our preparation of tax returns. Our competitive advantage comes in the areas of tax management and tax reduction for business owners, which is an on-going, year-round process. Our team enjoys more than ninety years of taxation experience, as well as business tax consultation. Tapping into this resource is of substantial benefit to our clients.
As an IFS client, we assure you that your tax return is completed by highly trained tax professionals and reviewed by our principal and specialty business groups, as needed. Our professionals spend countless hours following tax law updates and analyzing its impact on business. We focus this expertise and our years of business experience on your company to help minimize problems and take full advantage of new tax-saving opportunities. The game is constantly changing –adding IFS to your management team improves the odds and helps you achieve your goals.
The complexity of the current tax code demands the experience and knowledge of a tax professional when preparing business and personal income tax returns. Our CPAs and tax professionals at IFS are dedicated to legally and appropriately minimizing tax liabilities for our clients.
Through regular reviews of our clients’ financials, we are thoroughly prepared for any and all tax implications and have many solutions to help mitigate their impact on your resources. In many instance, our solutions may even accelerate your Wealth Accumulation.
Properly preparing a complex business and/or personal income tax return requires diligence and exacting attention to detail. Our team members participate in continuing professional education opportunities ensuring that our services, including our income tax preparation services are second to none.
IFS is a professional accounting firm which is dedicated to maintaining the highest standards of financial management and reporting. We are on constant guard to ensure that the financial statements prepared for clients are in compliance with the most up-to-date accounting conventions and financial statement presentation. These considerations are an integral part of every recommended solution and on-going financial management direction.
Our accounting services include business reviews and recommendations, financial statement preparation, general business consulting, business valuation and overall financial management in addition to integrated taxation solutions.
In support of the sale or purchase of a business, IFS offers complete forensic accounting, due diligence and review of seller/purchaser documentation. These services make possible the timely disposal or acquisition of a business interest to best benefit our clients and maximize your return on investment.
As a business financial services firm, IFS is expert at the appropriate and timely execution of any variety of financial statements. Whether tailored for a specific industry, company filing, merger & acquisition consideration, financial institution requests or government mandate, our team is well-prepared to handle your needs with financial statements that address the specifics of the circumstances.
As with tax return preparation, we maintain our selective standards in business consultation and management to ensure that the needed financial statement meets all requirements and appropriately answers all questions and concerns. Without this type of thorough, focused approach, the risk of delays that cost businesses money and opportunity skyrockets. We are here to facilitate your success.
Planning today for tomorrow’s tax implications is a cornerstone of our business. IFS understands the needs of business owners and offers a full range of ideas to help alleviate tax burdens that can cripple an enterprise. With an eye towards resource development, we are able to map out a course that will help save money in the future and ensure the needs of future generations at a minimized tax rate.
Many business owners are highly – and appropriately – concerned with wealth management and succession. Whether it involves the future sale of a business, turning a business over to grown children/grandchildren or business liquidation, our tax experts are available to recommend various courses of action and prepare the necessary documentation. This is your business and your money. IFS will help you realize your dreams – for now and for the future.
Business owners are bombarded with investment opportunities at every turn. Most are not in the best interest of either the business or the business owner. Some, however, offer real financial and tax benefits that should be fully investigated and evaluated. The IFS team will help you sift through the barrage of opportunities and provide a complete risk/benefits analysis, along with a thoroughly researched recommendation.
While many financial services companies can offer opinions on the financial risks/benefits of an investment, only a firm like IFS combines the financial and tax acumen to make a responsible recommendation for your business and personal success.
As tax laws continually evolve, so too do the interpretations of the law. IFS maintains the highest standards of knowledge, experience and insight to help our clients legally maximize their returns and minimize their exposure. Whether as part of a routine audit or a dispute over code interpretation, IFS is prepared to represent your best interests and vigorously defend our work before all levels of the Internal Revenue Service, as well as state tax authorities.
It is our goal to avoid any and all disputes. It is our fiduciary responsibility to defend your position and resolve all matters as favorably as possible.