Phone: (480) 579-2696 Fax: 602-903-5473

Personal Taxes

Tax Planning

Tax plaining can take many different directions, depending on your individual dreams and goals.  We are here to help you with the process and provide individual attention.

  • How do I get out of debt?
  • How do I save for retirement?
  • How do I save and buy my first house?

Tax Preparation

Tax preparation can be hard to navigate, we are here to assist you with your individual tax preparation needs.

  • Individual Tax returns including the 1040 and supporting schedules.
  • Individual trust (1041) and estate returns and gift tax considerations.
  • Small business reported on your individual 1040 (schedule C)

Tax Resolution

Do you have past or present tax issues such as non-filed returns, notices from IRS or state agencies, we are here to guide you during this process.

  • Do you need help with your previous year’s tax returns?
  • Understanding the process of an IRS or State audit.
  • Do you need us to negotiate a payment plan with a taxing authority?

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