Palm lined street in downtown Fort Myers florida

Todd M. Donofrio

8981 Daniels Center Drive #205
Fort Myers, FL 33912

Phone:

239-291-5038

E-mail:

tdonofrio@innovationpartnersllc.com

Welcome to Freedom Tax

Not only can you learn about our company and services, you will have access to a ton of educational material. Articles, calculators and other material is just a click away under the resources tab. If you're a current investment client you can access your accounts from our website as well. You can even sign up for a subscription to our e-newsletter.

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Bookmark our site and visit often, we are adding new material regularly.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Newsletters

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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