IFA Taxes, LLC was created by Mark Hebner as a referral service for Index Fund Advisors, Inc. (IFA) clients in need of tax planning, accounting and tax return preparation options. IFA desired to create synergies for its clients by offering investment, tax and accounting services through separate but affiliated companies. In addition, IFA Taxes offers its tax and accounting services to individuals and companies across the United States, whether they are IFA clients or not.
The Director of Taxes is John Dahlin, CPA, but the firm does not provide auditing or attestation services and is therefore not a licensed CPA firm.
Index Fund Advisors, Inc. is affiliated and has common ownership with IFA Taxes, LLC.Please see information and disclosures regarding IFA’s affiliation with IFA Taxes in IFA’s Form ADV, available at: https://adviserinfo.sec.gov/.
IRS Circular 230 Disclosure: To ensure compliance with imposed by the IRS, we inform you that any U.S. Federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter herein.
John Dahlin is a certified public accountant (CPA) with over 10 years experience in public accounting doing individual, business, trust and non profit tax returns. John enjoys educating and assisting clients with straightforward solutions to their various accounting and tax situations. John was born and raised in Southern California. He earned his Bachelor of Arts Degree in Business Administration from California State University, Fullerton.