Dear valued client, if you are a business owner in Arizona, please note this message regarding the SBI tax (elected small business tax): if we made this election on your 2021 taxes, and the intention is to continue claiming this credit, AZ requires estimated tax payments if your expected liability will exceed $1,000 for 2022. […]

We have just under a month remaining before the initial tax deadline for individual and C Corporation returns. If your 2021 returns are already filed, then you can disregard this reminder. If not, please note the deadline to have all information, financials, or relevant tax documents provided no later than 3/31 if you intend to […]

Dear valued client, Each year we send out electronic organizers to help guide you with the information and documents our firm will need in order to prepare your return. You should receive a separate email soon with the link and password instructions for your individual organizer. Please note the following: We still use Sharefile for […]

We are already approaching the end of 2021! Before we get to the holidays, I wanted to send out this quick checklist for reference. We are in planning mode through December, so don’t forget to schedule some time with us if your situation requires tax/financial strategy or an estimate of tax liability. Broken down by […]

For taxpayers making quarterly estimated tax payments, this is just a friendly reminder of the Q3 due date (9/15). Please contact our office if you have any questions!