Financial Advice You Can Trust

Since 1985, IAS has been a leading innovator in the field of personal financial education. Our network of consultants offers unbiased advice, strategies, tools, and services to help you improve your financial standing and plan for a brighter future. We are salaried professionals - not salespeople - trained in every area of personal finance, and are qualified to answer all of your questions and inquiries.

We can show you how to invest with confidence, lower your taxes, reduce debt, protect your assets, plan for retirement, and improve yourself in all areas of personal finance. We can also help you build wealth using our multitude of simple, easy-to-apply financial strategies. Whether it's taxes, real estate, small business, investments, mortgage, insurance, or more - we have your success in mind.


IAS Membership Benefits

A membership with IAS gives you unlimited access to our consultants by phone, fax, and email, as well as dozens of informative guides, reports, tips, and interactive tools as part of our website; all based on the tried and true principles of financial education. Our resources allow you to perform a variety of tasks: from basics like creating a budget plan and saving money, to rolling-down debt, estimating tax liabilities, determining long-term financial goals, and much more.

You also receive our quarterly magazine (Success InSight) featuring articles and updates from various areas of our expertise, including financial tips, economic analysis, tax news, recommended mutual funds, and answers to commonly asked financial questions. Additional services include a yearly Portfolio Review, 2-Year Tax Review, and Form 1040 Tax Preparation. We also offer an exclusive Tax Organizer, Financial Planner, and Estate Organizer.


Taxes Due? Go With the Pros!

The IAS Tax Institute can help you plan, prepare, and file your individual and business taxes quickly and accurately, to minimize your costs and maximize your refunds. Based on our proven tax-reducing strategies, we will complete your Form 1040 at no cost (discount applies to members only), and perform additional schedules and state income tax returns at rates set below the national average.

Preparing your own tax return can be a daunting task that leaves you with more questions than answers. Why not get help from the experts? With our extensive knowledge of tax laws, commitment to our clients, and satisfaction guarantee, you can depend on the IAS Tax Institute for all of your tax needs.