Transforming Tax Complexity into Financial Clarity
At iTxRe, we take pride in providing innovative tax and accounting solutions that empower individuals and businesses to navigate the complex world of taxes and finance. With over 50 years of combined experience, our team of licensed professionals is dedicated to helping clients achieve their financial goals through proactive tax planning and consulting.
Our Mission
Our mission is to enable our clients to reach their financial goals by providing high-value services that prioritize personal and business success. We strive to meet each client's unique needs by creating a customized approach that reduces and mitigates income tax liability, helping high-net-worth individuals and business owners achieve financial freedom.
Our Services
We offer a wide range of services to individuals and businesses, including:
- Tax Planning and Modeling
- Cash Flow and Budgeting Analysis
- Debt and Finance Advising
- Estate and Trust Tax Preparation
- Financial Projections and Forecasts
- IRS and State Revenue Department Representation
- Litigation Support and Forensic Accounting
- Mergers, Acquisitions, Transactions, and Sales Analysis
Strategic Partners
At iTxRe, we recognize the importance of partnerships in providing comprehensive services to our clients. We have carefully selected strategic partners who share our commitment to excellence and professionalism. Our partners include:
- SOFIA - Forensic and Investigative Accounting, which provides expert services in forensic accounting, fraud investigations, and litigation support.
- Woodman CPA - Audit Expert and Liaison, which offers technical accounting advisory services, financial accounting, and external audit support.
- The Blueprint - Business Transitions and Lifetime Estate and Income Plan, which specializes in business succession planning, family governance, and estate and gift tax planning.
Our Values
At iTxRe, we value the following:
- Strategic: We believe in carefully designing plans that achieve client goals while maintaining operational flexibility to navigate unforeseen developments.
- Operational: We prioritize open and transparent communication with clients to provide a deep understanding of results and ensure thorough execution.
- Forensic: We apply a scientific approach to developing and testing hypotheses to arrive at logical conclusions.
- Investigative: We delve deeply into data to expose the truth and illuminate obscure points.
Meet Our Team
Our team consists of licensed professionals who possess the expertise and experience needed to provide exceptional service. We are committed to maintaining high standards of excellence and professionalism, and we are dedicated to helping clients achieve their financial goals.

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