Tax Preparation
Whether you are looking for tax reduction strategies, feel that your return has become more complex, or need to catch up on a couple of years’ returns, Infinity Tax & Financial Planning is available to serve all of your tax needs. Let us take the stress of tax preparation off your hands—all you need to do us give us the information and we will handle the rest.
Services Available:
- Tax Return Preparation
- 1040 Individual Tax Returns
- 1120 Corporate Returns
- 1120S S-Corporate Returns
- 1065 Partnership Returns
- 1041 Estate & Trust Returns
- 990 Exempt Organization Returns
- 709 Gift Tax Returns
- Tax Reduction Strategies
- Self Employment Tax Solutions
- Tax Planning
Accounting & Bookkeeping Services
At Infinity, we know that small businesses are a driving point for a strong community. Our accounting services are designed to support small businesses, no matter the stage from creation to multiple employees, to let you focus on your business and let us focus on your accounting needs.
Services Available:
Business Creations
- LLC
- S-Corp
- Partnership
- Non-Profit
Bookkeeping and Accounting
- Sales Tax
- Quarterly Reporting
- Payroll Services
- Bookkeeping and Account Reconciliations
- Bill Pay Services
- Annual 1099 Filings
- Annual Business Registration
- Account Reviews
Our Accounting and Bookkeeping services are offered on a package rate with 4 options to choose from. During your free consultation, we will review your current bookkeeping systems and needs to determine the best package fit for you!
Our accounting services also differ from other Infinity services as we require automatic billing at the beginning of each month or quarter depending on your selected package.
Click here to view our accounting practice and package levels
Investment Management
You've worked hard for your investments, and now it's time to make sure they're truly working for you. At Infinity Tax & Financial Planning, we're committed to providing stable and successful long-term investment plans for a wide range of clients, understanding that each clients’ needs are unique. Our goal is to help you find the right investment management strategy to suit your lifestyle, needs, and objectives.
AT YOUR SERVICE
Managing your investments can be time-consuming and complicated, and the assistance of our dedicated professionals can go a long way in helping you receive the most from your investments. At Infinity Tax & Financial Planning, we work with individuals, families, and companies alike. No matter your age, net worth, or appetite for risk, we can help you manage your investments so that they serve you well.
Let a knowledgeable, helpful member of our team help you maximize your investments for now and for the future. Call today for further information or to schedule a free consultation.
Asset Management
Your assets are only as good as their ability to serve your needs. At Infinity Tax & Financial Planning, we provide a host of asset management services for clients. Whether you're looking to maximize your portfolio, attain financial security for your family, or grow a small business, we're at your service and ready to put our financial knowledge to work for you.
DEDICATED, COURTEOUS PROFESSIONALS
At Infinity Tax & Financial Planning, we pride ourselves on our ability to truly listen to our clients. We know you've worked hard to acquire the assets you have, and we want to help you develop both a short-term and long-term asset management strategy that takes your needs, goals, and concerns into account. Every member of our team is committed to providing attentive, courteous service. And we go out of our way to offer consistently sound financial advice to those in need.
Let a knowledgeable member of our team help you manage your assets. Call today for more information or to schedule a consultation.
Services Available:
- Tactically Managed Dynamic Investment Portfolios
- Stocks, Bonds & Mutual Funds
- Annuities
- 401K Management
- 1031 Tax Free Exchange
Financial Planning
Our goal is to break the stigma that financial planning is only for the wealthy. We believe that every person can benefit from a solid financial plan no matter their stage of life, and Infinity is pleased to offer several financial planning programs and educational events to guide you along your path.
AT YOUR SERVICE
When you work with us, you'll get a dedicated financial planning professional who will meet with you to discuss your goals. The sooner you get started with one of our financial planners, the more prepared you'll be to start funding your future. Call us to set up an appointment and take the first step toward long-term financial security.
Services Available:
- Family Budgeting
- Tax Planning
- College savings planning
- Debt reduction strategies
Retirement Financial Planning
Planning for a comfortable retirement is about more than just saving money. You need the help of an advisor you can trust to offer valuable insight, sound recommendations, and a detailed financial plan. Turn to a seasoned Infinity Tax & Financial Planning retirement planner today!
PLAN NOW FOR FINANCIAL SECURITY IN THE FUTURE
At Infinity Tax & Financial Planning, retirement planning is our specialty. In developing your financial plan, we'll work closely with you to ensure that we thoroughly understand your lifestyle goals and financial objectives, both short-term and long-term. Our highly experienced professionals believe in providing realistic, personalized solutions for each our clients. Whatever your goals for retirement, we'll work our hardest to help you reach them. And no matter your financial situation, you can rest assured that when you come to us, you'll get the attention and respect you deserve.
Let the professionals at Infinity Tax & Financial Planning help you plan for a comfortable retirement. Call us in today to schedule your free consultation.
- Tax Advantaged Income Strategies
- Social Security Planning
- Long Term Care Planning
Social Security Assessments
WHAT A SOCIAL SECURITY ASSESSMENT COULD DO FOR YOU
Did you know that Social Security is a major source of income for 70% of retired Americans? On average, Americans receive around $625,000 from Social Security in retirement income.
Here at Infinity Tax & Financial Planning, through a preliminary analysis of your Social Security Benefits, we can help ensure that you maximize your social security benefits.
How is this possible? What most people don’t realize is that there is a myriad of options for when and how you can elect Social Security. The difference between a good decision and a not-so-good decision can leave $100,000 or more on the table. Unfortunately, the calculations required to make an optimal choice are too complex to do without sophisticated software, leaving the employees at the Social Security Administration unable to give you advice about your options. So, the reality is many people get this decision wrong because they lack the data for all possible options.
We at Infinity Tax and Financial Planning have a tool that can help you get it right.
Your Social Security Timing report would look at your unique situation, analyze thousands of possible election options, and give recommendations for how you can maximize your Social Security benefits and retirement income.
When and how you elect Social Security may be the most important decision you make about your retirement, and we are committed to helping you get this decision right.
This month we are offering free assessments. Contact us to register for yours today!
Estate Planning
At Infinity Tax & Financial Planning, we specialize in providing comprehensive estate planning services tailored to secure your legacy and provide peace of mind for you and your loved ones. Our team works closely with you to develop a customized strategy that aligns with your financial goals, family needs, and long-term aspirations.
Our estate planning services include:
- Simple Wills: Structuring legal documents to ensure your assets are distributed according to your wishes while minimizing probate.
- Tax-Efficient Strategies: Reducing estate, gift, and inheritance taxes to preserve more of your wealth for future generations.
- Wealth Transfer Planning: Facilitating the seamless transfer of your assets to heirs or charitable organizations.
- Power of Attorney and Healthcare Directives: Establishing decision-making authority for trusted individuals in times of need.
- Business Succession Planning: Designing strategies to ensure the smooth transition of your business to the next generation.
- Notary Services: Offering professional notarization to authenticate essential estate planning documents.
With our expertise, we make complex processes simple, giving you confidence that your estate plan protects what matters most. Contact us today to begin building a lasting legacy.
Insurance
At Infinity Insurance we realize how big a part insurance plays in your overall financial planning. We have teamed up with A+ carriers to provide our clients with the highest quality at affordable prices.
If you're concerned about the financial well-being of your loved ones in the event of unexpected circumstances, an Infinity life insurance agent can help. At Infinity Tax & Financial Planning, our goal is to provide you with an insurance package that fits your needs and your budget. We'll pay close attention to the details of your situation and offer you options to choose from.
With our quick response times, we're able to schedule an appointment to focus on getting the security that you deserve. We can provide you with:
- Flexible appointment availability
- Reasonable rates
- Fee-based services
LONG TERM CARE PLANNING WITH INFINITY
Long Term Care – Data shows that people turning 65 today have a 70% chance to have a long-term care event at some point. The average cost in Alabama for a stay at a long-term care facility was $85,000/year in 2019. This could have a drastic impact on your retirement savings and any legacy you want to leave behind to your love ones. Our Long Term Care Insurance options can provide more security should long-term care be an option in the future. Let our insurance agents get you a quote today!
Business Services
We don’t only offer individual insurance plans—our clients often have small business and we know the importance of having insurance that protects your business’s needs just as your own.
We offer:
- Long-Term Disability
- Short-Term Disability
- Supplemental Life & Disability
- Executive Benefits
- Key Man Life Policies
- Section 162 Executive Bonus Plans
- Business Property, Auto, and Liability Coverage
- Worker's Compensation Coverage
Notary Services
Our office has licensed, insured and bonded notaries available for your Notary needs!
Notary Services:
- Affidavits, Acknowledgements, and Jurats
- Power of Attorney
- Wills and Trusts
Disclaimer: We do not have attorneys or escrow officers on staff and therefor cannot explain or advise you on your forms or their contents nor give legal advice. Any questions about the documents should be addressed to the lawyers or the department or company you obtained the paperwork from.
