We take your tax and financials needs seriously. Getting together for the first is about understanding your current situation and where you want to go with your financial life. We understand families and individuals have different circumstances so we made this important first step IMS Advantage easy to understand and incorporate right-away into your life. Therefore, time is condensed to help manage time.

We are happy to hear you have a professional to help you. Many people don’t understand the value’s that financial professionals can open beneficial opportunities like how to save money, how to find money you have already earned, how to plan and secure your investments, and have emergency income ready when life happens. It sounds like you’re a wise person that gets a second opinion when you consult with your medical needs. Getting a second opinion with your financial needs is as important.

If you did your income tax preparation last year, ask yourself these questions.

1. Were you satisfied with their client care?
2. Did you get your max tax return?
3. Did you get a second opinion?
4. Did they educate you with legal tax deductions to incorporate into the following year?

Those are a few things you’ll learn from us.

We carry the proper credentials which we the products and services we offer. We are professionals ready to help you move to your secure financial future.

Depending on your currents needs prices may vary. We offer hourly or fixed price based on the products and services you purchase just like all other competitors. The difference is our IMS Advantage is totally FREE with no obligation. In many cases, we give you a $100 gift card for simply meeting us for an appointment (call for details to qualify).