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Tax Preparation




Tax Preparation in Scottsdale & Mesa

INCOME TAX RETURNS

We prepare the following types of income tax returns:

1. Individual 

2. Partnership

3. S Corporation

4. C Corporation

5. Trust

6. Estate

The preparation includes the Federal income tax return and all states that are required. If you are doing business in California or own a rental property in Colorado, we will also take care of the state returns for you as part of our service.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. It is not uncommon for us to find a deduction or tax credit that will more than  cover the cost of our fee.

FOREIGN BANK ACCOUNTS  -  Did you know that there are possible monetary and criminal penalties for not disclosing financial assets held in foreign countries? Income earned in these accounts may need to be reported on your U.S. income tax return. We will ask you the pertinent questions and prepare the necessary disclosures. 

Here's what you get...

  • The owner will personally meet with you at either of our offices to review your tax situation and go over your paperwork. Any questions you have will be answered at this meeting.
  • Your tax return will then be prepared by one of our CPAs and will be reviewed and signed by the owner. If either the preparer or reviewer have further questions, they will contact you to request more information and to inquire about additional deductions that may be of benefit to you.
  • Your tax return can be filed electronically in order to expedite your refund. You will receive a written acknowledgement from us indicating the date of acceptance by the IRS and state taxing authority.
  • Our staff can show you how to adjust your payroll withholding if you are either over or under withheld. If you want more money to live on every month, we can adjust your withholding to increase your paycheck. If you consistently owe money every year, we can increase your witholding or provide you with quarterly estimated tax coupons to help keep you current, and prevent you from owing a "chunk of money" in April.
  • During our meeting and as we are reviewing information in preparing your returns, we will make suggestions for reducing your taxes by taking advantage of deductions and credits  that you are currently missing.