Independent Tax Advisors
Dedicated to working quickly and effectively on tax planning and preparation, always taking the time make sure you know what we’re doing and why we’re doing it.
Ryan Benson CFP ®, EA
Managing Director of Tax Strategy
Ryan Benson spun Independent Tax Advisors, LLC out from Independent Financial Planning in 2024. He has been a part of Independent Financial Planning since 2022 and has earned his CERTIFIED FINANCIAL PLANNER® designation in 2023. Ryan enjoys taking the burden of taxes off of his clients and provide them the confidence returns are completed quickly and accurately.
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Tax Prep
Enrolled Agent
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Tax Strategy
CERTIFIED FINANCIAL PLANNER®
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Communication
Heart of a Teacher
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Tax Planning and Preparation
Ryan Benson CFP® EA is a CERTIFIED FINANCIAL PLANNER® as well as an Enrolled Agent with the IRS. He has worked in the finance industry for several years and is the Managing Director of Independent Tax Advisors. His expertise includes K-1s, S-Corps, schedules E and C; and tax savings strategies including 529 plans, state tax credits, and effective charitable donations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Testimonials
★ ★ ★ ★ ★
Average Rating: 4.8 (based on 5 reviews)
Great Experience
We had a great experience working with Ryan! He was knowledgeable, reliable and
professional––and dedicated to helping us find smart options for our tax filings. We absolutely
plan to work with him again.
★ ★ ★ ★ ★
Katie G.
Heart of a Teacher!
Spent so much time with me explaining why I owed what I owed and helped me find
ways to reduce my tax burden next year. Very much the heart of a teacher!
★ ★ ★ ★
Kimberly E.
Organized and Efficient
Our taxes got more complicated in 2023 when I started my own business, and we
both felt overwhelmed thinking about navigating filing our annual taxes. Ryan was incredibly
knowledgeable, communicative, transparent, and helpful. He met with us as opposed to only
communicating via email and talked us through everything. The online portal made providing
him with the requisite documentation easy and efficient, and the checklist of documents needed
helped us stay organized. He reviewed the final tax return with us to ensure we understood
what was documented and that it was all accurate prior to submission. He answered all of our
questions in a timely manner. He even advised me on how much to pay for my estimated
quarterly taxes for 2024 and reviewed the timeline of those payments with me. We completely
trust Ryan’s knowledge and experience in this arena, and we recommend him to any friend or
colleague looking for a tax accountant! We look forward to continuing our professional
relationship with him.
★ ★ ★ ★ ★
Christina K.
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