Your business earns it. Planning keeps it.

It depends on the complexity of your return — a W-2 filer and a multi-state business owner are very different projects. That's why your free introductory meeting includes a look at last year's return — and you get a flat-fee quote in writing before any work begins, so you know your fee up front. Book a free meeting to get your quote.

Yes — we work with clients nationwide. Secure client portals, electronic signatures, and phone or video meetings mean the process is identical whether you're across town or across the country. Many of our clients have never set foot in our Tucson office.

Don't panic, and don't ignore it — most IRS notices are routine, but nearly all of them carry response deadlines. We also recommend you don't call the IRS on your own, because what you say can complicate matters. We'll take a first look at your IRS letter at no charge, and if representation is needed you'll have a written quote before any work begins. Call (520) 908-6180 before you do anything else.

Sometimes. An S-corporation election can reduce self-employment tax, but it only pays off at certain profit levels, and it adds payroll and compliance requirements that vary by state. Try the S-corp calculator on this page for a ballpark, then book a free meeting for the real answer.

Yes — cleanup work is one of the most common ways new clients find us. We reconcile accounts, fix miscategorized transactions, and bring your books current, then keep them that way with monthly bookkeeping. We also handle QuickBooks setup and training if you'd rather run the day-to-day yourself.

The IRS issues most e-filed refunds within 21 days, and direct deposit is the fastest way to receive yours. Paper returns take far longer — typically six to eight weeks. We e-file everything we can so your refund arrives as quickly as the IRS allows.

Yes. Your documents move through an encrypted client portal — we never ask you to email Social Security numbers or sensitive files. We're also bound by CPA confidentiality obligations, including IRC Section 7216 and the Gramm-Leach-Bliley Act, which legally restrict how your information may be used and shared.

Software is good at recording what already happened. A CPA changes what happens next year — entity structure, retirement contributions, the timing of income and deductions — and that planning is where the real savings live. Plenty of our clients keep QuickBooks for the day-to-day and use us for strategy, review, and filing. Book a free meeting to see what you're leaving on the table.

Before December 31 — not in April. Most tax strategies expire at year-end, and once the calendar turns, your options shrink to documenting what already happened. Year-round planning clients give themselves the most options before the deadline. Book a free meeting and get ahead of it.