Services

We provide comprehensive Tax Preparation, Accounting, Bookkeeping, and Small Business Consulting Services from our office in Scottsdale, Arizona, catering to clients locally, nationally, and internationally.

TAX PREPARATION

Our team offers tailored tax return services to meet individual and business needs:

  • Customized tax return services
  • Preparation of Individual Income Tax Returns for all states
  • Electronic and paper filing with direct deposit
  • Preparation for S-Corporations, Partnerships, LLCs, Nonprofits, and C Corporations
  • Tax code research and analysis
  • Resolution of IRS issues
  • Year-end tax planning with projected tax returns

TAX PLANNING

With our year-end tax planning services and projected tax returns, you can proactively manage your tax situation:

  • Analysis of Current Financial Status: Assessing income, expenses, and investments to determine tax position
  • Projection of Tax Returns: Forecasting tax returns considering various income sources, deductions, and credits
  • Strategic Tax Planning: Developing personalized strategies to minimize tax liability and maximize savings
  • Recommendations for Action: Clear recommendations on year-end actions to optimize tax situation
  • Ongoing Support: Continuous support and guidance throughout the year to keep your tax plan on track

ACCOUNTING & BOOKKEEPING

We manage various accounting records for comprehensive financial control and evaluation:

  • Reconciliation of bank and credit card accounts
  • Accurate capture, categorization, and recording of financial information
  • Preparation of general ledger and financial statements
  • Compilation of financial statements for tax return preparation
  • Payroll Set Up, Instructions, and Issue Resolution

SMALL BUSINESS AND START-UP CONSULTING

We assist in optimizing resource utilization, enhancing efficiency, and boosting profitability:

  • Planning and consulting for S-Corporations, Partnerships, LLCs, Nonprofits, and C Corporations
  • Sole proprietors Schedule C Planning & Consulting
  • Tax Planning
  • Start-Up Consulting

Feel free to reach out to us for inquiries about services not explicitly listed. We’re here to assist you in achieving your financial goals.