We have highly qualified CPAs, Enrolled Agents and Accountants to assist you with a wide variety of tax, accounting and business advisory services.
Tax Preparation & Planning
We provide a wide range of tax services, including preparation of personal, corporate, partnership and trust tax returns. Through our planning and consultation services and with the aid of leading, comprehensive tax software, we are able to propose strategies for tax minimization. Other services include, but are not limited to:
Personal Income Tax Consultations and Planning
Personal Income Tax Preparation
Multi-State Tax Filings
International Tax Filings
Pension and Retirement Tax Planning
Business Tax Planning and Return Preparation
Estate, Trust and Gift Taxation
Assistance with taxing agency inquiries and controversies
Representation before the IRS
Tax planning including “what if” scenarios to minimize your tax obligations
QuickBooks set-up and consulting (QuickBooks Certified ProAdvisor)
Sales and Payroll Tax Returns
We specialize in Quickbooks installation and training to assist our clients in the processing of internal financial information. We also prepare compiled and reviewed financial statements on a monthly, quarterly, semi-annual basis depending on the needs of the client.
We offer a wide range of consulting services including, but not limited to the following:
Choice of business entity
Choice of accounting software
Exercising stock options
In addition, we offer a vast network of professional referrals and contacts to help you with financial and retirement planning, estate planning, pension planning, insurance and asset protection.
8040 E Morgan Trail Suite 15
Scottsdale, Arizona 85258