Accounting & Tax Services

Specialties

  • Tax Planning for Life Issues!!!
  • The new law will make deduction timing imperative!
  • Specific income tax issues for Seniors
  • Arizona State Tax Credits
  • Rental Properties

OUr services

​Services

Personal Taxes - Sole Proprietorship - Retirement - Tax Planning

Tax planning is critical!  Even though 2018 has come and gone you will be dealing with the new law when youfile this year. This is the biggest tax change in decades!  My current customers have already been given advice on how they need to proceed.  If your tax preparer hasn't given you a heads up on the new changes, call for a free review.  We can use my knowledge to determine the best approach for you to take.  

  • Tax Planning
  • Multiple State Returns
  • Recharacterization of Roth Rollovers
  • Partnership K-1 Distributions
  • Personal Tax Returns
  • Sole Proprietorships
  • Minimum Distributions Advice
  • Amendments

My ultimate goal is to provide the best service for my customers. My ability to do analyst work helps me research the best approach to each return. Tax customers are pleased to discover that I find many deductions they missed in the past. I also review my customers’ finished returns with them so they understand what they are signing. Then I go a step further and help them prepare for the following year’s return. If required, I can research any unusual issues they may have such as the original value of inherited stock.