Tax Planning


We believe in paying the right amount of taxes and not a penny more. One of our unique strengths is in-house tax planning expertise, making it easy for our clients to take control, avoid troubles, save taxes, and sleep easy.

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

We help our clients choose how they want to be taxed. Our systematic approach to tax planning pairs our clients with an individual tax expert who fits their budget, experience, and personality profile.

And, for clients who have a CPA relationship, they can rest easy. CPAs know that when they call AIFS, they have someone who speaks their language, expediting their work, and simplifying their lives as well.

Key steps to a successful tax plan include:

  1. Fact finding
  2. Goals assessment
  3. Implement immediate needs
  4. Long-term planning
  5. Continuous communication

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

If you're like most folks, you wouldn't be looking for help if you didn't have an immediate problem that needs a quick response. If you have a tax question we can't answer, then we will introduce you to the right person in our network of advanced tax professionals, including tax attorneys and CPAs, who are among the very best in the field.

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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