Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Help with Non-Filed Returns

We’ll help you create a plan of action to remedy the situation.

Charles Hirlinger’s Three Building Blocks To Healthy Personal Finances

It's understandable if things might feel a little bit ... shaky right now for you. If you pay attention to the media, you are seeing trade wars with China, uncertain stock markets, apocalyptic elections rumbling in the future, even the Apple juggernaut is seeing its...

How COV-19 Affected Annual RMD for Phoenix Valley Retirees

With a third round of "stimmy" (as the kids say) hitting bank accounts for the past week, 90MM+ Americans (including some of us in Phoenix Valley) are once again flush with cash. It remains to be seen what this will do for the economy, but combined with what seems to...

Instilling Financial Literacy For Kids In Phoenix Valley

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Why Procrastination Makes Sense in 2020 For Phoenix Valley Taxpayers

We've had impeachment votes, worldwide pandemics, quarantine-like lockdowns (for the healthy), public police brutality, widespread protests, intense riots, MURDER HORNETS, statues falling, social media anger and now we have a drunken and murderous monkey to top off...

Making Children Less Costly For Phoenix Valley Families With Kids Through The Child Tax Credit

To be clear, children are costly in the best way possible.Once the dust settles from changing diapers, sweeping floors, slapping bandaids on booboos, driving to sports practice, attending back-to-school meetings, saving for college, and buying countless goldfish...

Debunking Estate Plan Myths For Phoenix Valley Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.With new PPP loans for Phoenix Valley small business owners, credits aplenty in all of the variety of stimulus bills, DELAYS...

How Year-End Giving Changes You by Charles Hirlinger

We're almost done with 2019, cue the fireworks. It's been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change.Shoot, we're about to set forth into an entirely new DECADE. It's as good a time as any to...

Which Stimulus Payments Are Taxable (and Which Aren’t) For Phoenix Valley Taxpayers

All over our nation, we're seeing pain.It's overwhelming, as someone who has to communicate to a broad base of Phoenix Valley clients, to even articulate meaningful words about everything that is happening.So ... I'm just doing what I can to sit in the pain of it all...

Charles Hirlinger’s Tax Extension Breakdown

It's the final full week of tax season, and our office in Phoenix Valley is hopping! But yes, I'm still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right...

How Phoenix Valley Taxpayers Can Check Their Social Security Statement and Status

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Phoenix Valley families and small business owners (as well as plenty outside of our Phoenix Valley area), I'm hearing from many who are deeply struggling ... and who...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help: