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Enrolled Agent · IRS Authorized e-File Mon-Fri 9am-6pm · Extended Jan-Apr
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Tax & planning services for individuals and small business

Every service includes a flat-fee quote upfront and a licensed tax professional on every return.

Individual Tax Returns

Accurate, maximized 1040 preparation for W-2 earners, retirees, investors, and anyone with complex filing situations.

  • W-2 employees and multi-income households
  • Rental property and Schedule E income
  • Investment gains, RSUs, and 1099-DIV
  • Multi-state and part-year AZ returns

Small Business Taxes

S-Corp, LLC, partnership, and sole-proprietor returns prepared on time -- with deductions your previous preparer may have missed.

  • S-Corp (Form 1120-S) and partnership (1065)
  • LLC single-member and multi-member returns
  • Schedule C sole proprietor filings
  • Reasonable compensation review for S-Corps

Tax Planning & Strategy

Year-round planning to reduce your tax burden before the deadline arrives -- retirement contributions, entity structure, timing strategies.

  • Pre-year-end tax projection and planning
  • Retirement contribution strategy (SEP, Solo 401k)
  • Entity structure review and conversion
  • Estimated quarterly payment calculations

IRS Audit Representation

Enrolled Agent-level representation if the IRS or AZ DOR contacts you. We handle the correspondence so you don't have to.

  • Full Enrolled Agent representation before the IRS
  • AZ Department of Revenue correspondence
  • CP2000 underreporter notices
  • Penalty abatement requests

Bookkeeping & Financial Records

Monthly bookkeeping and reconciliation for small business owners who want clean, audit-ready financials without hiring in-house staff.

  • Monthly QuickBooks or Xero reconciliation
  • Accounts payable and receivable tracking
  • Profit-and-loss and balance sheet reports
  • Year-end clean-up for tax preparation

Prior-Year & Amended Returns

Late filings, 1040-X amendments, and back-tax resolution to get you back into compliance without penalties spiraling.

  • Late 1040 filings -- any number of years back
  • 1040-X amended returns for missed deductions
  • Back-tax compliance and IRS payment plans
  • FBAR and foreign income catch-up filings

Our approach

We prepare returns -- and we plan for next year too

Most tax preparers hand you a completed return and send you home. We show you what drove the number and what you can do differently before December 31 to improve it.

  • Year-round access -- not just tax season
  • Written deduction review with every return
  • Proactive alerts when tax law changes affect you
  • Secure online portal -- upload documents anytime
IRS Authorized e-File Provider

Not sure which service you need?

Book a free 20-minute consultation and we will tell you exactly what applies to your situation -- no obligation.