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We are Tax Reform Experts!

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Let's Get Started...

  • Review the Check List & gather all applicable Tax documents. If you forget any, don't worry, we will remind you later.

  • Request access HERE to the online Client Portal Questionnaire or fill out the Client Tax Organizer (CTO),

  • Email /Upload securely CTO with tax documents.

  • Set up an Appointment with us for Tax Preparation (Telephone or Personal Visit).

  • Tax interview and Tax Preparation, This interactive process generally takes 30-45 minutes

  • Pay Our Fees for Tax Services.

  • Download & Review your draft tax returns.

  • Send the signed form 8879 as directed by your Tax Preparer

  • Pay Tax Liabilities, if any.

  • Tax Filing: e-file or paper file, as your case maybe.

  • Get a copy of final tax returns through secured online portal

  • Download the final return and keep it for your records.

Get Organized & Plan
Preparer & Finalize
File and Record
Add-on Services

Contact Us

3233 W Peoria Avenue, Suite 217, Phoenix, AZ 85029  |  Tel: (602) 841-7840

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What is the “Annual Tax Advice Retainer” Program?


ATAR is a Year Round Help & Support plan for tax matters available to you at a deeply discounted rate at the time of filing your taxes.


All through the year there are numerous reasons why you may need to call us to discuss Tax matters. It may be a notice you received, or you are making some financial decisions and want to understand the Tax implications or maybe you just want to proactively plan for your taxes. This program allows you to call your Tax Advisor without having to think twice about consultation fees.

We Are


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