Individual Taxes The experts at Tax-N-Vestors, specialize in all aspects of taxes from simple returns to non-resident and multi-state returns. Each year, we spend hundreds of hours and thousands of dollars staying current with new tax laws and changes to existing regulations and updating our preparation software. If you took all the tax books, publications, returns, instructions, and various forms and put them all in one place stacked one on top of another, you could fill your local library twice over. Each year, the government passes new laws and amendments to old ones. The average person has no idea how complicated the tax laws are and becomes intimidated at the mere thought of having to fill out their own tax return. Fortunately, we at Tax-N-Vestors are here to guide you!!! Our experienced preparers use time tested, yet innovative, methods of gathering and arranging the information you provide to us in order to make sure you get back every dime you are entitled to, or reduce your tax debt. We can even arrange payment methods for you so that you can rest easy this tax season. Some of the key aspects of our services include :

Professional Experienced Tax Preparers!

• Fast, friendly service backed by experience!
• Guaranteed Accuracy  - based upon the information provided to us.
• Audit Assistance of past or present years' returns!

What does all this mean? Well, in short, it means that all you have to do is provide us with accurate information and let us do the work for you. Then, sign on the appropriate forms! We are one of only a few firms to still offer a line-by-line review to ensure accuracy and to help explain anything that might be questionable to you. We offer free electronic filing.

Every year our practice grows because of referrals from satisfied clients! Our clients include new residents, long-term locals and non-resident (or part-year resident) "snowbirds." If you already know the quality of our services, please tell everyone you know.

Individual tax preparation includes:

• Federal and State Forms
• Electronic Filing (optional)
• Line-by-Line Review
• Ongoing and Year-End Tax Planning
• Pension Planning (Pre and Post Retirement, including Rollovers)

We are the multi-state and non-resident tax experts. Call 623.933.0600 for a quote today.

Corporate Taxes

Regular and constant communication with our clients is the key to providing the best service. Our commitment to clients is based on the highest of professional standards. Our goal is to anticipate your needs and to exceed your expectations. We are here to guide you to help you to achieve your goals.

Tax Return Preparation - Includes preparation of S-corporation, C-corporation, partnership, fiduciary, estate and other business tax returns.
Tax Audit Representation - Full service tax representation before the IRS or state taxing authorities. Includes responding to tax inquiries and other tax notices.

Strategic Tax Planning - An active approach to evaluating current operations and finances in order to structure an overall tax minimization plan.

Transaction Structuring - An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives.

Financial Planning - Services include general business planning, retirement planning, education & goal funding, budgeting, estate plan consulting and more.

To determine how our professionals can assist you with your corporate planning needs, call 623.933.0600 for a complimentary consultation.

Bookkeeping & Accounting

Whether you are a one person shop, or a large corporation, managing and growing your business requires accurate and timely financial information. At Tax-N-Vestors, we understand how important it is to concentrate your efforts on what you do best (growing your core business), not "bean counting."

Our Solution:

As a full-service financial center, bookkeeping is an integral part of our core business. Our experienced professionals not only understand the basics of bookkeeping, they can also prepare your income taxes and assist you in complex, advanced financial planning design.

Services Available:

• New Business Setup
• General Ledger Maintenance
• Payroll Processing
• Accounts Payable and Purchase Entry (summary/detailed/aging)
• Accounts Receivable Entry (summary/detailed/aging)
• Cash/Credit Sales Entry
• Bank and Credit Card Reconciliation
• Trial Balance
• Customized Financial Statements as requested
• Tax Planning - Deduction finding, Retirement Plan Design and Implementation
• Tax Preparation (Sole proprietorships, S-Corporations, Partnerships, C-Corporation, LLCs)

The Results:

• Reduced Expenses - when Tax-N-Vestors handles your accounting needs, you can avoid the costs of the staff, office space and computer hardware and software necessary to do it yourself.
• Enhanced Expertise - the experts at Tax-N-Vestors are available to answer questions in all financial areas that affect your business.
• Increased Time to Grow Your Business - spend your time doing what you do best.
• Make Better Business Decisions - With our timely and accurate reports, you will be better informed.

Our Clients:

Our business clients include restaurant owners, real estate agents, doctors, retail shops and many more. Give us a call at 623.933.0600 for a no obligation introductory appointment to assess how the professionals at Tax-N-Vestors can affordably meet your bookkeeping and accounting needs.

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