When we first started out we were just a small firm on Sanibel Island, we've grown up a lot since then.
Fort Myers, FL (PRWEB) August 20, 2014
Island Financial Services, Inc. is celebrating its 40th anniversary of being in business in Southwest Florida. Island Financial Services includes accounting, tax preparation, 1031 Exchanges and Self-Directed IRAs.
Island Financial Services was founded in 1974 by the late Elliot Gelberg. Mr. Gelberg started as the Tax Manager at H&R Block in 1970 at the original Sears store at the Edison Mall in Fort Myers, Florida. Mr. Gelberg moved his tax practice to Sanibel Island and started Island Financial Services. Over the years, the firm grew to over 700 hundred tax clients, including 50 local businesses and 20 condominium associations. Dave Owens, CPA assumed the status of Managing Partner in 1994 and has continued to grow the firm to this day. “When we first started out we were just a small firm on Sanibel Island,” Owens said, “we’ve grown up a lot since then.” Currently the firm has over 20 employees in Southwest Florida with a satellite office in Fort Lauderdale.
Today Island Financial Services serves as the parent company for 1031 Tax Free Strategies, LLC. and AdvantaIRA Trust, LLC. Both are headquartered in Fort Myers, Florida. 1031 Tax Free Strategies specializes in 1031 Exchanges as a Qualified Intermediary. The company has two qualified intermediaries on staff. AdvantaIRA Trust is a self-directed IRA administrator that focuses on Real Estate IRAs and other alternative assets. Both companies offer tax saving opportunities.
About Advanta IRA and 1031 Tax Free Strategies
AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control. For more information on how to self-direct, call us at 239-333-1032 or visit www(dot)AdvantaIRA(dot)com. For information on 1031 exchanges, visit www(dot)1031company(dot)com or call us at 239-333-1031.