Tax Preparation Services in Tucson, AZ

Start with last year's return, then this year's W-2s, 1099s (including 1099-NEC, 1099-K and brokerage statements), records of estimated payments, and receipts for deductions like charitable gifts or medical costs. Business owners should add a profit and loss statement, balance sheet, payroll reports and mileage logs. If you own a rental, hold foreign accounts, or have received any IRS letters, include those too. More is better than less.

Yes. Enrolled Agents are licensed by the Treasury Department to prepare returns and to represent taxpayers before the IRS on any matter. The practical benefit is continuity. If the IRS sends a letter about your return next year, the person who prepared it can answer for it, rather than you starting over with someone new.

We can. We gather what records you have, pull IRS wage and income transcripts to fill the gaps, and prepare the missing federal returns along with any Arizona returns that are due. The order matters, because getting current is usually what opens the door to a payment plan or penalty relief if you owe. We plan the filings around that.

A simple return with organized records doesn't take long. Returns with a business, rentals, several states, foreign reporting, or missing records from earlier years take more time, mostly because of back and forth on documents. The best way to avoid a last minute extension is to send what you have early and answer our follow up questions promptly.

Yes. We prepare returns for sole proprietors, partnerships, S corporations and C corporations, and we look past the data entry: are owner draws, payroll and reimbursements recorded correctly, and is the entity type still right for you? Tucson has a good number of defense and aerospace contractors, and for those clients we also offer GovCon accounting and fractional CFO help with DCAA ready books and cash planning.

File on time anyway. The penalty for not filing is much bigger than the penalty for not paying. Once we know the balance, there are real options: an installment agreement, an Offer in Compromise if you qualify, penalty abatement, or Currently Not Collectible status if paying would cause genuine hardship. As an Enrolled Agent, our founder can set these up with the IRS for you.

Send it to us before the response date. A CP2000, for example, proposes changes based on income the IRS thinks you left off, and you can agree, disagree or partly agree. We compare the notice against your return and records, draft the response, and if it calls for representation we deal with the IRS directly. Ignoring a notice can cost you appeal rights.

Yes, entirely remotely. We're based in Bowie, Maryland, and Tucson clients share documents through a secure portal and meet with us by phone or video. Federal returns and IRS representation work the same from any state, and we prepare Arizona returns as part of the same engagement.