Our Services · In Phoenix and Virtual

Tax Services for Individuals, the Self-Employed, and Small Businesses

From a single W-2 to a growing business, we prepare your return, keep your books in order, and help you plan ahead. Work with us in person in Phoenix or virtually.

Our Services

Whether you file a single W-2 or juggle multiple 1099 forms, we handle the filing and help you plan ahead. Bookkeeping, back taxes, ITIN help, and US–Mexico filing are covered below.

01

Personal Tax Preparation

Federal and state returns prepared and filed for you, with every credit and deduction you qualify for.

02

Self-Employed & 1099 Tax Preparation

Schedule C returns, self-employment tax, quarterly estimated payments, and deductions for gig workers, creators, and freelancers.

03

Small Business Taxes

Returns for sole proprietors, LLCs, and S corporations, prepared accurately and filed on time.

04

Tax Planning & Consulting

One-on-one sessions to review your income, entity, and deductions so you keep more of what you earn, legally.

No SSN? We Can Help You File With an ITIN

If you have a federal tax filing requirement but aren't eligible for a Social Security number, you may be able to file with an Individual Taxpayer Identification Number (ITIN). An ITIN is for federal tax reporting only. It does not authorize work, provide Social Security benefits, or change immigration status.

01

Already Have An ITIN?

We confirm it's active, then prepare and file your return.

02

Need An ITIN?

We prepare Form W-7, which is usually submitted with your tax return.

03

Expired ITIN?

An ITIN expires if it isn't used on a federal return for three years in a row. We help you renew it before you file.

04

Verifying Your Documents

We explain your identity-verification options: mailing documents to the IRS, an IRS in-person appointment, or a Certifying Acceptance Agent.

How It Works

Every client gets the same care, whether you meet us in Phoenix or by video call.

01

Book or Request a Quote

Book a free 30-minute consultation or request a quote, in person in Phoenix or by video call.

02

Confirm Scope and Price

We confirm what you need and the price before we start.

03

Share Documents Securely

You share documents through our secure client portal instead of email.

04

Review and File

We prepare your return, review it with you, and file.

A simple workspace for organizing documents and questions.

More Ways We Help

Bookkeeping & Catch-Up: monthly bookkeeping, or a cleanup when your books have fallen behind. Behind on Filing? We prepare your unfiled and past-due returns so you can get current. We help you get compliant and understand your options for limiting penalties.

US–Mexico Tax Help: US returns that include Mexican income, accounts, or property, coordinated with your Mexican accountant.

Ready When You Are, Wherever You Are

Book a free 30-minute consultation or request a quote. Meet with us in person in Phoenix or virtually, and share documents through our secure client portal.

Our preparer holds an IRS Preparer Tax Identification Number (PTIN). We are not CPAs, Enrolled Agents, or attorneys, and we do not represent clients before the IRS.