Independent Tax & Financial Planners

At Independent Tax & Financial Planners, PC, we are dedicated to providing high-quality personalized financial planning, tax, and accounting services to individuals and businesses. As an independent company established in 1981, we are not owned or affiliated with any other company, and we are not dependent on the sale of financial products. Our team of certified professionals, including Certified Public Accountants (CPAs), Personal Financial Specialists (PFS), Certified Financial Planners (CFPs), Certified College Funding Specialists (CCFS), and Certified Fund Specialists (CFS), have extensive experience in providing comprehensive financial solutions tailored to our clients' unique needs.

Our Services

We offer a wide range of services, including business services, personal services, and planning services. Our business services include accounting, tax preparation, and financial planning for businesses of all sizes. Our personal services include financial planning, tax preparation, and investment services for individuals and families. Our planning services include business planning, education planning, estate planning, financial planning, home ownership planning, insurance planning, retirement planning, and tax planning.

Our Expertise

Our team of experts has prior experience as CFOs, controllers, and auditors for big 5 CPA firms. Our Certified Public Accountants (CPAs) have extensive tax expertise and comprehensive knowledge of financial planning. Our Certified Financial Planners (CFPs) have completed the CFP Board's initial and ongoing certification requirements. Our Certified College Funding Specialists (CCFS) are trained to help you save for college and understand college financial aid. Our Certified Fund Specialists (CFS) have completed education and certification programs in financial services.

Our Commitment

At Independent Tax & Financial Planners, PC, we are committed to providing personalized service and attention to detail. We take the time to understand our clients' unique financial goals and objectives and provide tailored solutions to help them achieve their goals. We believe in building long-term relationships with our clients and providing ongoing support and guidance.