Providing Customized Solutions for a Secure Financial Future
At IFA Insurance & Financial Associates, our mission is to provide our clients with exceptional service and reliable guidance to achieve their financial goals. With over 35 years of experience, our team has established a reputation for delivering common-sense tax, insurance, and financial solutions to individuals and businesses alike.
Services
At IFA Insurance & Financial Associates, we offer a comprehensive range of services to cater to the diverse needs of our clients. Some of the services we provide include:
- Employee Benefits: We help employees navigate the complexities of group health insurance plans, ensuring they receive the coverage they need to stay healthy.
- Health Insurance: Our team is knowledgeable in various health insurance plans, including Medicare for seniors, and works closely with clients to find the right fit for their needs.
- Income Tax Preparation and Representation: With extensive experience in tax preparation and representation, we help clients navigate the complexities of tax law, ensuring they receive the maximum refund or minimize their tax liability.
- Bookkeeping: We offer expert bookkeeping services to help individuals and small businesses manage their financial affairs with ease.
Expertise
Our founder, Mark Toney, is a seasoned financial professional with a wealth of experience in the industry. With professional designations such as Enrolled Agent (EA), Life Underwriter Training Council Fellow (LUTCF), Graduate and Fellow of The National Tax Practice Institute (NTPI Fellow), Accredited Tax Advisor (ATA), and Accredited Tax Preparer (ATP), Mark has established himself as a trusted authority in the field.
Why Choose Us
At IFA Insurance & Financial Associates, we pride ourselves on our commitment to transparency, personalized service, and expertise. We understand that every individual's financial situation is unique, and we strive to provide tailored solutions that cater to their specific needs.
By entrusting us with your financial affairs, you can expect:
- personalized attention and guidance
- expert knowledge in tax, insurance, and financial matters
- comprehensive services tailored to your unique needs
- exceptional customer service, always
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