FAQ

Call us at (256) 527-4214 or send us an email to info@infinitytaxandfinancial.com. We will be happy to schedule a consultation.

You can track your refund online for your Federal refund (Where's My Refund) and your Alabama refund (Where's My Refund).

For amended returns, track your Federal refund at Where's my Amended Return Refund and for your Alabama amended return refund please call: 1-855-894-7391

We will contact you whenever your participation is needed via email, text message, or phone call. This may be for additional documents needed, clarifying questions, or when we are ready for signatures. You are welcome to contact the office any time for an update on the status of your tax return preparation.

Our basic 1040 tax returns start at $200 and will increase based on the complexity of your return. During your Free Consultation, we can assess your needs as well as the documents you provide and give you an estimate prior to beginning your return. 

We have various ways for you to submit documents to us. You are welcome to bring documents to your appointment, drop off or mail your documents to our office, or electronically upload them via our Intuit Portal.

Please note that we CANNOT accept flash drives containing your tax documents.

We help multiple small businesses each year with their tax returns! Our starting rate begins at $750 and will increase based on the complexity of the return. We are happy to review your documents and provide you with an estimated preparation fee prior to beginning your return.

We will file an extension for any tax return that is not completed by April 15th. The deadline to file your extension is October 15th. Please note that if you owe any taxes when filing an extension that you are still obligated to pay by April 15th.

For other important dates to remember, please visit our Calendar of Events page.

During tax season we are open from 8:30 am - 5:00 pm.

After May 1st, we are open from 9:00 am - 4:30 pm.

Yes, we are fiduciaries across all areas of our services, and we take this responsibility very seriously. As fiduciaries, we are legally obligated to always act in the best interest of our clients. We believe this is crucial for building trust and ensuring that our clients’ financial well-being is always our top priority. Additionally, we clearly outline our fiduciary duty in writing, so our clients always know that we’re committed to their best interests.

Our fee structure is designed to be transparent and aligned with the value we provide to our clients. For comprehensive financial planning and tax services, we typically charge an hourly or annual fee based on the complexity and scope of your financial needs. For investment management, typically a percentage fee is charged. We offer a clear breakdown of the costs before any work begins, and we ensure that the services provided are aligned with your objectives. Our fees vary depending on the specifics of your situation, but we are always upfront and open about costs. Hourly rates are contingent upon the specific advisor and service and can average $150-$500 per hour.

There is no "initial fee" for an introductory consultation. During this meeting, we’ll discuss your financial goals and work to understand your financial picture, for you to get to know us and our practice prior to service arrangements and determine if we are the right fit for you and vice versa. If we move forward, we’ll outline the scope of work and the associated costs for your customized financial plan. 

We have co-advisory agreements with Simplicity Wealth and Flexible Plan Investments We do have established relationships with a select group of trusted partners, including money managers and other financial institutions, but our recommendations are always based on what is best for your unique situation. We don’t rely on any specific provider or investment firm, allowing us to offer you a broad array of options that are tailored to your needs. We are committed to providing you with independent, unbiased advice that serves your best interests. Do you focus on proprietary investments or are you able to consider the entire universe of available options when constructing a portfolio?

We do not focus on proprietary investments. Our approach is to consider the entire universe of investment options available to construct a portfolio that best meets your goals and risk tolerance. This enables us to build a diversified and personalized portfolio using the most suitable strategies and tools available.

Our team is composed of professionals with various licenses and credentials. These credentials reflect our commitment to the highest standards of financial planning and tax expertise. We operate with a team approach to clients panning. Our various backgrounds include years of experience working with high-net-worth individuals and families, as well as businesses, to provide holistic, integrated financial guidance. We are also committed to continuing education to ensure that we stay ahead of industry trends and regulatory changes.

We spend a significant amount of time staying informed about changes in tax laws, financial regulations, and market conditions. Tax laws are constantly evolving, and staying current ensures that we can make the most informed decisions for our clients.

Yes, our firm provides expertise across all areas of financial planning, including investments, tax strategies, retirement planning, estate planning, and risk management. We take a holistic approach to ensure that all aspects of your financial life work together cohesively.

Absolutely. Our goal is to understand your complete financial situation—income, investments, tax planning, insurance, estate planning, and more—and provide you with integrated solutions that help you achieve your objectives and protect your legacy.

We offer a full spectrum of services, including tax preparation, investment management, financial planning, retirement planning, estate planning, insurance analysis, and more. Our “Infinity Financial Process” ensures that we’re looking at your financial health from every angle, providing comprehensive guidance tailored to your goals. You can view more information about our services on our website.

Yes, we help clients with a broad range of non-investment related assets, including family businesses and real estate. We understand that these assets can be integral to your overall financial strategy and legacy, and we work with you to ensure they are managed and integrated effectively into your broader financial plan. Our in-house accountants are able to provide business advice and accounting/bookkeeping services as well.

Yes, we offer contingency planning services, including insurance analysis, estate planning, and structuring plans to ensure that your family is taken care of if the unexpected happens. Our goal is to ensure that your loved ones are provided for and that your legacy is preserved.

Our investment approach is tailored to each client based on the principle of diversification and aligning portfolios with their specific goals, time horizon, and risk tolerance. We focus on long-term wealth preservation, growth, and risk management. We aim to minimize unnecessary costs while optimizing returns within the scope of your financial goals.

Yes, we believe in a long-term, strategic approach to investing. We focus on building diversified portfolios that are tailored to your individual risk tolerance and financial objectives while mitigating tax burdens along the way. While we recognize the importance of staying agile, we prioritize stability and consistency in our investment strategies.

We build portfolios that are tailored to your specific risk tolerance, aiming to minimize unnecessary volatility. We understand that some level of market fluctuation is inevitable, but we focus on keeping risk within your comfort zone while optimizing potential returns.

Yes, we work closely with other trusted professionals—such as attorneys and accountants—to ensure that all aspects of your financial and legal plans are aligned.

You will have access to our entire team of professionals. We believe in a collaborative approach, ensuring that you receive the best advice across all areas of financial planning.

Our client experience is unique because of our comprehensive, integrated approach to financial planning. We don’t just focus on investments or taxes in isolation—we look at the entire picture, collaborating with various experts to create a personalized and cohesive plan for your financial future.

At our firm, quality always comes first. We’re committed to providing personalized, high-quality service to every client, and we limit the number of clients we take on to ensure that we can give each individual the attention they deserve.