Tax preparation
Preparation and planning are one job here, so the return that gets filed is the return the plan intended.
We prepare individual and business returns for clients across Arizona and beyond. Because the same advisor did the planning, the return reflects it: the conversion that was scheduled, the entity election that was made, the deductions that were set up months earlier rather than discovered too late to use.
If you are already on the wrong side of the IRS, we can help there too — resolving notices, back filings and the problems that a missed year creates. Steve is pursuing the Enrolled Agent credential, the highest certification the IRS awards, to represent clients directly before it.
Best for: Anyone who wants preparation and planning done by one person, and anyone with an IRS problem to clean up.
- Scope
- Individual and business
- Filed by
- The advisor who planned it
- Also
- IRS resolution and back filings
What this covers
- Individual (1040) returns
- Business returns — S-corp, partnership, C-corp
- Multi-state and real estate filings
- IRS notice response and resolution
- Back filings and amended returns
- Quarterly estimates and safe-harbor planning
Important disclosures
This information is general and is not intended to be a substitute for specific individualized tax advice. Discuss your specific situation with a qualified tax advisor.
Next step
Start with a conversation, not a pitch.
An initial conversation, at no cost and no obligation. We look at what you have and how it is currently taxed before anyone recommends moving anything.
Scottsdale and the greater Phoenix valley · Monday to Friday, 9am to 5pm