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.

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...

College Is Expensive But Phoenix Valley Families Can Save Big Through These Tax Breaks

What, you think I'm on vacation?Yes, the tax deadline has passed. But we're still available, and handling post-deadline matters for Phoenix Valley clients.But moving along to today's subject: figuring out how to pay for college tuition. Things are different from the...

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...

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...

Charles Hirlinger’s Under-Utilized Pet Tax Deductions

Apparently, there are some politics things happening these days.But even more apparently, the tax deadline is three weeks away.Politics? As the young people say, ain't nobody got time for that.But you know what we DO have time for? Saving you a boatload on your taxes,...

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...

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...

How To Manage Money For Phoenix Valley Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

A Thank You To Our Phoenix Valley Clients For A Successful 2019 Tax Season

This has been one of the wildest tax seasons in recent memory. I saw a note from the IRS last Friday (the 12th) that as of that day, 50 million taxpayers had yet to file. LOTS of extensions happened out there, as all of the tax law changes caused a bunch of...

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...

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!