While we often recommend converting a traditional IRA to a Roth IRA, there are still many factors to consider. We've outlined some reasons why conversion may not be right for you.

Meet the High Falls Advisors tax team. We're here to help guide you through every step of the tax preparation process.

Tax planning season isn't over. We review strategies that could impact your tax liability for the 2022 season and beyond.

We are proud to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. Learn more about viewing and completing your tax return package.

The HFA tax team is ready for the season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.

In the spirit of giving this holiday season, both acts of charity and taxes come to mind. Charitable giving plays an important role in managing both income and estate taxes.