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Lender Letters

Several lenders are again asking for CPA involvement in the loan approval process.  Please be advised that there is a fee involved for this non-tax related service. The AICPA prohibits any forward-looking statement related to the use of funds and its affect on a small business's ability to continue as a going concern.  Any information included in a letter prepared by this office will be to confirm that a return was in fact prepared from this office or to confirm publicly available information (i.e. incorporation date & location, shareholder name) If you are in need of a lender letter for a [...]

June 20th, 2019|Our Office|Comments Off on Lender Letters

2018 Tax Season Appointments Now Open!

2018 Tax Preparation Appointments We are now accepting appointments for the preparation of 2017 Income Tax Returns.   To request an appointment, fill out the form to the right or contact our office at (480) 946-7732. As a rule, good tax planning requires an early start.  The preparation of your income tax return can include a study of the facts in order to achieve the maximum savings if we are given complete and accurate information and time to complete the work. Appointment Scheduling Each year we see an increased demand for our professional services.  As a result, many of [...]

December 4th, 2017|Our Office|Comments Off on 2018 Tax Season Appointments Now Open!

Sign Up for IRS Summertime Tax Tips

If you are interested in receiving helpful consumer tips this summer to get a jump start on this year’s taxes, consider joining the more than 660,000 subscribers who already receive IRS Tax Tips. Starting July 1, the IRS began offering its Summertime Tax Tips series, which includes useful information in English and Spanish. Tax Tips subscribers receive a new tip via email three times a week during July and August. They also get a Tax Tip each weekday during the tax filing season. The IRS also issues Special Edition Tax Tips on important tax topics throughout the year. IRS Tax [...]

July 24th, 2015|General Consulting, Our Office|Comments Off on Sign Up for IRS Summertime Tax Tips

July News & Tax Tips

Aaron and Denise have recently returned from an outstanding continuing education seminar, and there is so much to share!  Keep an eye out the "News" section of our website for new posts throughout the month.  Also, don't forget to follow us on twitter and facebook!   Calendar June 30 - 7   Alan Vacation July 3 - 8       Denise Vacation July 10 - 15   Suzy Vacation July 4            Independence Day (Federal holiday) July 31          Payroll Tax Returns Due   Future Filing Deadlines Though business taxpayers have until September 15 and individual taxpayers on extension have until [...]

July 1st, 2014|Business Tax, Our Office, Personal Tax|Comments Off on July News & Tax Tips

Ask The Expert!

88% of our surveyed clients believe our newsletter and blog provides timely and relevant information.  That isn't high enough!  We want to know what YOU want to know! Do you have a nagging tax question?  Did you think of a question, but forget to ask it during your client interview?  Post your question in the 'comments' section, and it may be the subject of our next blog post! You can remain anonymous, or can even request that your question stay confidential, so feel free to let us know what your aunt's dressmaker's sister's ex-roomate who lives in Hoboken once said [...]

June 11th, 2014|Accounting, Business Tax, General Consulting, Our Office, Personal Tax|Comments Off on Ask The Expert!

Mr. Blau Goes to Washington

Aaron Blau will be in Washington DC from May 6 through May 10 representing the Arizona Society of Enrolled Agents at the National Association of Enrolled Agents Legislative Fly-In Day and Affiliates President Exchange. Aaron, and about 100 members from around the country, will be working to raise awareness and promote: Tax Code Stability There are dozens of tax provisions which expire annually.  And the vast majority of these provisions are renewed, retroactively.  This prevents tax professionals from the ability to assist taxpayers to arrange their affairs in the most tax effective way possible.  Items such as the research & [...]

May 6th, 2014|Our Office|Comments Off on Mr. Blau Goes to Washington

Tax Predictions for 2014

With Senate Finance Committee Chairman Max Baucus (D-MT) moving on to become US Ambassador to China, last year’s expectations for tax reform are out the window. The National Association of Enrolled Agents (NAEA), the association that represents the federally licensed tax practitioners who hold the highest credential awarded by the IRS, has released some prognostications for 2014. 1) The budget cuts Congress imposed on the IRS mean bad news for taxpayers. Levels of service at IRS, which weren’t that great anyway, will continue to deteriorate for taxpayers seeking answers and for tax professionals seeking assistance in representing clients in audits [...]

March 3rd, 2014|Our Office, Personal Tax|Comments Off on Tax Predictions for 2014
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