Integrated Tax Services, LLC
Our affiliate, Integrated Tax Services (ITS), can handle all your tax preparation needs. As a client you can take advantage of this service. As your financial planner, it gives us the ability to closely monitor the implementation of tax strategies developed during the planning process.
In addition, we can also do the following for you:
- Coordinate retirement plan contributions and distributions to better manage tax brackets from one year to the next.
- Reduce the time and hassle around gathering investment documents necessary for tax return preparation because ITS already has ready access to information regarding JBA-held assets.
- Provide more accurate estimates of future tax payments based on forward-looking planning strategies rather than solely on taxable events that happened the previous year.
ITS tax returns are prepared by Becky Salsburg, CFP®, EA. What is an EA, you wonder? An EA stands for enrolled agent (EA) or a tax professional. Someone who has demonstrated special competence in tax matters by passing the IRS' Special Enrollment Examination. Becky has successfully passed all the extensive testing and has been issued an enrollment card by the IRS.
You can make an appointment to meet with Becky at our Vancouver office or mail in your information and schedule a phone appointment.
For more information, or to request an organizer packet, call our ITS line at 360-695-4402 or email Becky.