While the same principals apply to everyone,
no one is the same whether it is for a business or their personal taxes. I work all over the valley so please don't let distance be an issue! I am available year around, so in the tax world, when life changes happen, I am always ready to help.
I am based in Peoria but my clients are all over the valley. I guide, assist and teach small business owners how to understand their financial reports, what they can write off as business expenses and ways to save money. I am also a Tax Preparer and I do individuals and small business taxes. All tax returns for the current year are e-filed as well at no additional cost. I work with QuickBooks Desktop and I am QuickBooks Online Certified.
I don't charge per form, I don't charge by the 1/4 hour, I don't believe in taking advantage of others. I am a fair, honest, hardworking small business owner myself and I know that every penny counts! I am not trying to be the "low cost provider, I am the low risk provider!". I take a lot of continuing education classes for bookkeeping and taxes every year so I stay current with changes and new laws.
Reports (P&L, Balance Sheet, Sales etc.), City and State Sales Tax Reporting, Month-End Close, Payroll Reporting and Recording, Year-End Filings (W2 & 1099s).
If you have received an ugly letter (as I call them), from the IRS, I can help you!
I don't do fancy commercials, I don't give you cash back up front, I also don't charge a percentage of your refund. I have honest, fair prices that start as low as $125! I have heard the big box stores are changing up to $700 for a return if you have children!!
I love my clients, so feel free to visit but I do not keep normal hours as I pick up and drop off accounting documents during normal business hours. During tax season I work 7 days a week to fit to my clients schedule so I recommend calling ahead!
My office is inside the Asset Preservation office.
My cross streets are Bell Rd & 115th Ave. I am located on the south side of Bell Rd.
11323 W. Bell Rd Ste 301, Surprise, AZ 85378
Monday - Friday: 9am - 4pm
Saturday: By appointment
Sunday: By appointment
Available as needed January 1 - April 15
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