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IAS Benefits & Services

IAS Financial Education (Membership)

An IAS Membership grants you unlimited access to our consultants by phone, fax, and email, as well as to dozens of informative guides, reports, tips, and interactive tools as part of our website; all based on the tried and true principles of financial education. Let us share our decades of experience with you!

You also receive our quarterly magazine (Success InSight) featuring articles and updates from various areas of our expertise, including financial tips, economic analysis, tax news, recommended mutual funds, and answers to commonly asked financial questions. Additional services include a Portfolio Review, 2-Year Tax Review, and Form 1040 Tax Preparation. We also offer a uniquely designed Tax Organizer, Financial Planner, and Estate Organizer.

IAS Tax Institute (Tax Preparation)

Our IAS Tax Institute can help you plan, prepare, and file your personal and/or business taxes quickly and accurately to minimize your costs and/or maximize your refund. Based on our proven tax-reducing strategies, we will complete your Form 1040 at no cost (discount applies to members), and perform additional schedules and state income tax returns at rates below the national average.


For a period of 30 days, you can cancel your membership and request a refund of your last payment. Call 1-800-287-6584 for more details.