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Every year during tax season, millions of Americans begin stressing over
their personal taxes. They start to worry about having all the
correct paperwork, attempt to navigate the complicated tax forms, and get
more and more frustrated with trying to "get it done" before the
deadline. We believe it doesn't have to be so stressful.
Our personal tax services are geared toward making sure that everything
is done for you and done correctly. We have over 20 years of
experience with filing personal tax returns and dealing with the IRS. We
know which forms you need to fill out. We know which deductions
meet your needs. We keep up with all of the latest tax
laws to make sure you don't have to. It is always our goal to
provide you with honest, stable, and accurate advice regarding
your taxes. |
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Comprehensive Tax
Preparation Packet |
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| One of the first things
we do for you as a tax client is
to provide you with a
"Comprehensive Tax Preparation
Packet." Each year we give
you a packet containing a
questionnaire that asks you key
questions; your answers will
enable us to calculate your
taxes correctly. The survey is
laid out in
user-friendly fashion with a
simple "fill-in -the-blanks"
format. We also provide
you with a copy of your tax
returns
from the previous year, so you
can compare where you are now
with where you were before. We work with you
in advance to get the
information we need to get you
prepared and to answer any
questions you might have. |
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Every year there are numerous changes to tax law
that are instituted by Congress on a national level and the
Arizona Legislature on a local level. These
changes can be confusing and hard to interpret, and often
you can't be sure how they apply to your unique
financial situation. Our "packet" asks you key
questions about your current status, so that we can
factor all pertinent information into your tax
preparation in a way that makes sense to you. By the time we sit down and review your
taxes together, we will have determined how any new laws
impact your taxes, saving you time and eliminating
uncertainty and stress. |
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Here's what we
can do for you: |
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| Tax return preparation |
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| Tax planning |
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| Investment services |
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| Identifying estate planning issues |
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| Unlimited phone calls |
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IRS correspondence when needed |
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Automatic electronic filing services |
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Please contact us
with your information so that we can work with you to
customize a package that will meet your specific needs. Most
of our clients say that it is well worth the expense
just to reduce the stress, and that with our help
they typically save more money than if they tried to do
it themselves. Let us make it easier for you to deal
with your personal taxes. |
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Personal Tax
Preparation Made Easier! |
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