Individual returns
Federal and Arizona filings, prepared in the office. One-on-one guidance so deductions and credits are not left on the table.
Tax services
Today's tax laws are complicated. Filing does not have to be.
It is too easy to overlook deductions and credits you are entitled to. Software is not a substitute for an experienced tax professional who will sit with your file. We are efficient, affordable, and discreet.
What we handle
Prior-year and catch-up filing
Unfiled years, amended returns, and the paperwork that tends to pile up. We start with what you have.
Tax planning
Withholding, property, self-employment, and retirement contributions, so April is not a surprise.
IRS notices and tax problems
If you find yourself on the wrong side of the IRS, we help resolve the letter, the balance, and the next step.
Estate and trust returns
Fiduciary filings when a family needs someone who already knows the Tucson file.
Real estate on the return
Sale of a home, rental income, and the tax side of buying or selling, because the brokerage sits in the same building.
01
Gather
Use the organizer below, or bring last year’s return and whatever arrived in the mail.
02
Sit together
Drop-off or appointment at 3213 S 12th Avenue. We work from your actual documents.
03
File
Federal and Arizona. You review, we transmit, and you keep a copy of the file.
Document organizer
What to bring
0 of 15 gathered
Income
Home & Arizona
Deductions & family
Still need: W-2 from each employer, 1099-NEC / 1099-MISC (contract work), 1099-INT and 1099-DIV (interest & dividends) +12 more