Personal tax returns
We prepare and file your federal and Arizona individual returns from your income forms and records, and look at the deductions and credits that may apply to you.
Tax Returns. Your taxes, prepared well.
Federal and Arizona tax returns for individuals, businesses and nonprofits. We prepare your returns from your records, with attention to the deductions available to you, review them with you and file them.
Bring us your records.
We’ll prepare the return.
Tax forms, receipts and statements pile up quickly. We work through your documents with you, prepare an accurate return and explain what it shows before it is filed.
See how it worksOne return or several. Prepared with care.
Choose the return you need, or bring several together. We prepare each one from your records and review it with you before filing.
Business tax returns
We prepare and file your business’s federal and Arizona returns from its financial records, with attention to the deductions available to it.
Nonprofit tax returns
We help nonprofit organizations prepare and file the annual return they submit to the IRS.
Review before filing
We go through the finished return with you and answer your questions. It is filed once you’re ready.
How tax preparation with our team works.
We start with the returns you need and the records you have, then prepare each return with you.
Book a free introductory meeting
Tell us which returns you need and anything that has changed since you last filed.
Gather your records
We let you know which documents your return needs, such as income forms, expense records and last year’s return.
Prepare your return
We prepare the return from your records, look at the deductions available to you and ask about anything that is unclear.
Review and file
We go through the return with you before it is filed and let you know once it has been submitted.
Bring what you have. We’ll take it from there.
An overview is enough to begin. These details help us understand the returns you need.
The returns you need
Personal, business or nonprofit returns, and the tax years you need them for.
Last year’s return and records
Your prior return, income forms such as W-2s and 1099s, and records of your expenses.
Any letters about your taxes
Letters from the IRS or the state about a past return, with their dates.
Your questions about tax returns.
Who we prepare returns for and what working with our team involves.
(480) 493-4775Who do you prepare tax returns for?
Individuals, businesses and nonprofit organizations in Arizona. We prepare and file both federal and Arizona state returns, and you can bring one return or several, such as a personal and a business return together.
What should I bring to prepare my return?
Bring last year’s return, your income forms and records of your expenses. The IRS lists the documents it suggests keeping together on its Gather your documents page.
We’ll let you know if anything else is needed for your return.
Can you prepare a return for our nonprofit?
Yes. In general, tax-exempt organizations are required to file an annual return with the IRS, although there are exceptions. The IRS explains the requirements on its annual filing and forms page.
We can help prepare and file your organization’s return.
Can you promise a refund?
No. We review your records for the deductions and credits that may apply to you, but what you can claim depends on your situation. We can’t promise a particular refund or result.
What if I received a letter about a past return?
Bring it to your introductory meeting. Our team also helps with IRS and state tax issues, including reviewing notices and correcting filings.
How much does tax return preparation cost?
Pricing depends on the returns you need and the records involved. We discuss it during your free introductory meeting, before any work begins.
Let’s talk about your tax returns.
Book a free introductory meeting or send us a question. We’ll help you decide where to start.
The introductory meeting is free. Choose a time on Calendly.