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.

3 More Reasons Why More Phoenix Valley Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Phoenix Valley who trust us with their most sensitive financial details -- and we don't take...

Where Do Our Tax Dollars Go? Charles Hirlinger Breaks It Down

Before I get to your tax dollars, and where they went, I have a couple thoughts for you.We're still settling down from the flurry of last week and the passing of the April 15th deadline. There were MANY more procrastinators this year than in years past, in my opinion...

The Behavior Profile of Our Phoenix Valley Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

A 12-Point Financial Health Check For Phoenix Valley Families And Individuals

We are now fully engaged in our tax "off season" here in Phoenix Valley. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

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...

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...

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...

Four Tips For Phoenix Valley Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Phoenix Valley into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Phoenix Valley who are paying attention...

The Joys Of Providing Professional Tax Services To Phoenix Valley

Well, our primary work for this tax season in Phoenix Valley has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Phoenix Valley, we make it a point to do a bit more than simply "fill out forms" on your...

Hirlinger, PLC’s 2017 Tax Preparation Checklist

Lots of things have been changing recently -- from Academy Award ratings (they're down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at...

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!