A Comprehensive & Personalized
Approach To Tax Services
IDA Tax is a certified public accounting firm with a concentration in business and individual income tax planning and preparation. Clayton Willits, the Principal of IDA Tax, and Jason Labrum have had a business relationship for 15 years, referring many clients to each other’s firms. Jason and Clayton believe that there is a substantial benefit to a client when there is close cooperation between the CPA and the investment adviser. Therefore, after many years of discussion, the decision has made to bring tax services to Intelligence Driven Advisers. IDA Tax will reside in the Carlsbad office, but can serve IDA clients in any state. When a client engages IDA Tax, the relationship will include frequent collaboration with their IDA investment adviser, an annual tax-planning session with the CPA, professional preparation of tax returns, and a year-round tax information resource.
Acounting & Financial Statements
Our goal is to help you meet your goals, both short and long term. We know that competent, consistent accounting is the key to a business’ success. Having accurate and professionally-prepared financial documents enhances your understanding of the health of your business and guides your decisions.
Strategic Business Planning
The startup and small business marketplace is a complex place where the smallest decisions can make or break you. Setting up your business will have tax implications. Whether its an LLC, C Corp, S Corp or an alternative vehicle, we will explain the best tax structure for you and your business.
Tax Preparation and Planning
No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart. Whether you need tax preparation services, advice on tax advantaged ways to save for your children’s education, or more complex issues, thoughtful planning from a trusted partner is a must.
We have the expertise to help you
Having accurate and professionally-prepared financial documents enhances
your understanding of the health of your financial plan and guides your decisions.