Independent Tax & Financial Planners, P.C.

Our staff's designations include CPA, PFS, CFP™, CCPS, CFS and Ed Slott's Elite IRA Advisor Group.

Personal Financial Planning Services

Establishing a financial plan

Children's education planning

Retirement planning

Cash budgeting and management

Estate planning

Advice on starting a business

Tax Planning & Return Preparation

    Tax saving techniques & planning

    Computerized returns

    Electronic filing available

    Year-round support & service

retirement Planning & Management

Comprehensive evaluation of your requirements & risk  

Tax advantaged strategies                                         

Pension and IRA strategies

Specializing in asset diversification

Continual service & review

Other Services

• Notary Public

• Legal referral for incorporations & estate planning and contract review

CFP™ and Certified Financial Planner™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Certified College Planning Specialist is a financial planning professional who has demonstrated his or her knowledge by meeting the requirements of the National Institute of Certified College Planners (NICCP). These requirements include passing a series of three tests on college-related topics including: investments for college, tuition tax credits and deductions, tax planning, and student grants, loans, and scholarships. CCPS designees must refresh and expand their expertise regularly by obtaining 12 hours of continuing education credits in college planning every year. For more information about the CCPS designation, visit

The CPA/PFS designation was established for CPAs who specialize in personal financial planning.  A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA.