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Tax return preparation

Every return type, however simple or however tangled, prepared by a firm that will still be here in October when a question comes up.

What we prepare

We prepare all types of returns: 1040, 1065, 1120S, 1120, 1041 and nonprofit 990s. No matter how complex or how simple yours seems to you, we can handle it.

A 1040 is rarely just a 1040. Yours may carry rentals, a sole proprietorship, sales of stock or crypto, real estate transactions, or — if there has been a death in the family — an estate return and a final return for the taxpayer. We do those too.

  • Individuals (1040) with any combination of schedules, including multi-state filing
  • S corporations (1120S) — a large share of our business clients, including reasonable compensation
  • Partnerships (1065) and C corporations (1120)
  • Estates and trusts (1041), plus final returns for a taxpayer who has passed
  • Nonprofits (990)

Filing outside Arizona

We file in Arizona and regularly in California, Arkansas and Ohio, among others. If you moved partway through the year, own a rental in another state, or run a business that crosses state lines, that is ordinary work here rather than an exception that gets referred out.

Your copies, always available

Every return we file goes into your secure portal, so it is at your fingertips whenever a lender, a landlord or an underwriter asks for it. Storage is unlimited and it does not expire when the season ends.

Please do not email us your documents. Upload them to the portal instead. It takes the same thirty seconds and it does not leave your Social Security number sitting in two mailboxes forever.

What it costs

Two ways to do this. Preparation is included in every membership — from $40 a month for a W-2-only 1040 up to $225 for a personal return plus a business return; see the full comparison.

Or we prepare your return on its own, with no membership and no monthly fee: $150 for a student return under 24, and from $450 for everyone 24 and over, depending on what the return involves. We will quote yours at the free consult before you commit to anything.

Not sure where you fit?

Tell us what your return looks like and we will tell you which membership covers it — no obligation.

Book a free consult (623) 257-3048
FAQ

Common questions

How far back can you file if I have unfiled years?

We routinely file several years at once to bring people current, and we can pull your IRS transcripts first so we know exactly what the IRS already has. If there is a balance owed, our resolution practice at Fix IRS Issues handles the payment plan or offer.

Do you handle crypto and stock sales?

Yes. Bring the exchange and brokerage statements; if basis is missing we will tell you what we need to reconstruct it.

Can you prepare a return for someone who has died?

Yes — both the final 1040 and, where one is required, the estate return on Form 1041. It is a difficult time to be handling paperwork and we try to make that part easy.

Ready to keep more of what you earn?

A 30-minute consultation is free, and you'll leave it knowing what you'd pay and what we'd change.

Arizona: (623) 257-3048 · Alabama: (251) 202-9789