Services

Income Tax Preparation

Business and personal income
tax preparation, for Federal and State.

Many of us have become do-it-yourselfers in our time of technology. For most cases, this makes sense but not when it comes to paying individual or company taxes. Entering a few numbers into the new tax program might be simple and quick, but if you make a mistake, it could end up costing you hundreds or even thousands of dollars. Trust a real individual to prepare your taxes, don’t take risks on your tax return.

I’m the best choice for tax planning in Arizona because I keep up with all the new State and Federal tax legislation revisions and updates. I’m always searching for new tax cuts and deductions I can use to save tax money for my clients. I work hard to reduce tax liability for all of my clients, from personal income tax returns to company tax planning services.
When you turn to me for tax services, you’ll receive top-notch customer service from a knowledgeable CPA and financial professional. I’ll happily answer your questions and will always respond to your emails and phone calls promptly.
  • Business tax preparation – corporate, LLC, etc.
  • Tax returns for individuals
  • Estate tax returns
  • Non-profit tax preparation services
  • Expatriate tax preparation and FBAR filing
  • Quicker tax refunds with E-file

LLC & PLLC Creation

LLC, PLLC and Corporate
creation in the State of Arizona.

A limited liability company is a corporate arrangement that offers many advantages typically found available to business owners through the creation of a corporation and a partnership. One special form of LLC is a qualified limited liability company. Businesses of any size may form LLCs including small businesses. The type of business structure you select depends on the type of services you provide and the rules and regulations that relate to the establishment of LLCs and PLLCs in your State.

Limited Liability Licence (LLC)

The corporate structure of a limited liability corporation is authorized at state level instead of at federal level. The primary advantages of forming an LLC are the defense of corporate limited liability and the pass-through taxation of partnerships. Limited liability insurance covers owners ‘personal properties, known as shareholders, from some of the company’s actions, and restricts owner liability for certain business debts and litigation. In the pass-through tax option, LLC partners are responsible for taxes related to the income and expenses of the LLC, rather than the LLC. There is no double taxation that takes place for businesses, which can harm a small business.

Professionla LLC's

PLLCs have the same incentives to sell as LLCs. The biggest difference between an LLC and a PLLC is that only professionals licensed in a state, such as architects, medical practitioners and lawyers, can form PLLCs by licensing. Organization articles are identical to those for a regular LLC but additional measures are needed to file. A licensed attorney must sign all PLLC registration papers and typically include a license number or attorney license approved copy when registration. You must also apply the papers to the state licensing board for approval before filing with the state secretary of state.

Tax Planning

Strategic tax planning for
businesses and individuals.

Many of us have become do-it-yourselfers in our time of technology. For most cases, this makes sense but not when it comes to paying individual or company taxes. Entering a few numbers into the new tax program might be simple and quick, but if you make a mistake, it could end up costing you hundreds or even thousands of dollars. Trust a real individual to prepare your taxes, don’t take risks on your tax return.
If you own an existing business, I’ll develop tax planning techniques tailored to your industry with the goal of decreasing liabilities and directing more revenue towards your bottom line. For new business owners, I’ll determine which entity is the most advantageous option for tax savings, so you can pick the right structure when you incorporate. And, if you’re one of our individual clients, I’ll minimize your tax obligations to make sure you keep more of your hard-earned money at the end of the year.
Take the initiative to start managing and reducing your tax burden today.
  • Strategic tax planning for businesses and individuals
  • Alternative minimum tax planning
  • Business succession planning
  • Trust and estate planning
  • Tax planning for non-profit organizations

Consulting

Consulting for small business
accounting, sales tax and payroll.

I take the time to learn how my clients operate and then I develop solutions that match their specific needs. My tactics are sustainable and my approaches go further than short-term fixes. I am fixing today’s challenges and paving the way for long-term growth and productivity.
  • Analytics & Reporting
  • Operational Strategy
  • Process Engineering
  • Systems Implementation