Tax Planning


Learn about one the unique strengths of A&I Financial Services LLC: our network of tax planners who deliver a financial strategy right for today, and tomorrow.

We literally wrote the book on how to Go Tax Free!

This book helps you get choice and control over how and when you want to be taxed. If you would like a copy of Go Tax Free, buy from Amazon or contact us.

Our systematic approach to tax planning pairs our clients with an individual tax expert who fits their budget, experience, and personality profile.

We sold our successful tax practice many years ago, but we still speak the language. CPAs know that when they call AIFS, they have someone who speaks their language, expediting their work, and simplifying their lives.

Let's face it: if taxes were easy (and rewarding), you would do them yourself.