We are able to help with all of your
Personal Tax Preparation and Planning needs

*Income Tax Planning & Preparation
With your input, and by staying on top of the ever-changing tax laws, we can help design a tax strategy to help you manage your tax situation. We can file and e-file your Federal,  Arizona state, or out-of-state returns, including all the Schedules appropriate for your situation.

*Personal Expense Budgeting
Do you know how much you spend on dining out? How about groceries? If not, we can help you set up a program and budget to help you track your personal finance and spending. It's easy to do and a simple way to understand how you might be able to save money for your future, or save in one area to be able to spend more in another.

*Personal Financial Analysis
To go along with your budget, we can prepare a report that provides a plain-language analysis of an individual's or family's financial condition, and even compare your situation to U.S. averages.

*Other Services
When other opportunities arise, we are available for consultation to evaluate the tax consequences of a new business, purchasing land or rental property, investment strategies, inheritances and estates, and any other event that may cause a change in your taxes.
 

 Personal Tax Information  
Attached is a blank tax organizer you can use to help organize your 2010 tax information.

2010 Tax Organizer

Itemized Deductions
Here is a partial list of many of the items that are allowed as an itemized deduction on Schedule A. Some are limited by a percentage of AGI, and some may be phased-out depending on your situation. When gathering your tax information, be sure to include a summary of these items by category.