ITFP is an independent company. We are not owned by any other company and are not dependent on the sale of financial products, as are many other companies. We provide high-quality personalized financial planning, tax and accounting services to individuals and businesses. Please call us today at 215-354-0500 and Begin Taking Action On Your Financial Planning Goals!

Avantax affiliated Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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ITFP Fees Report

Our fees for general tax, accounting and financial planning services are normally dependent on the time required to complete an engagement. Although we do not sacrifice quality for cost, we are flexible in working within your budget. We will explain our fee structure up front.

ITFP Questionnaire Report

Step 4 When finished, save file and return to ITFP as an attachment or bring to your appointment, if applicable. We recommend uploading your documents to an individual ShareFile, which we can create for you. If you are unable to use ShareFile please fax, mail or drop off your documents at our office. If you do not currently have a ShareFile setup, please contact us at 215-354-0500 and we will set up your secure individual ShareFile.

States Report

Independent Tax & Financial Planners, PC (ITFP, PC) has made great efforts to ensure that the information contained on this website is correct and up to date. ITFP, PC, however, does not warrant, in any way, the accuracy or currency of these reports. We are not rendering herewith legal, tax or professional advice. If professional or legal advise assistance is required, the services of a competent professional should be sought.

Edward MacConnell

Feb 14, 2019

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A group of caring financial professionals who really know their stuff. Highly recommended.

Dave Willson

Apr 14, 2017

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Trustworthy. We always feel that Mike and the team at ITFP have our best interests at heart. They have guided us through the ups and downs in life with sound strategy and make us feel like family. Invest with confidence when you have ITFP guiding your financial decisions.