Tax preparation
How to organize records before your tax appointment
Build a practical tax appointment packet, track missing documents and separate sensitive records from your first inquiry.
Read articleA little preparation goes a long way
Good questions.
Useful starting points.
Practical reading for your records, your business, and the conversations ahead.
Subscribe with RSS
Small business accounting
Five questions to ask before you close the month's books
Use a practical month end review to find missing records, explain differences and prepare better questions for your accountant.
Read article
IRS notices
What to organize when an IRS notice arrives
Identify the notice, keep the response date visible and build a clear record of the question before speaking with a tax professional.
Read article
Payroll
Is overtime taxed in Arizona? What employers should know
Overtime is still wages in Arizona, but a federal deduction and a matching Arizona subtraction cut the tax on the overtime premium for 2025 through 2028.
Read article
Business planning
A business valuation for your Phoenix Metro business
How a small business is valued, what an appraiser will ask for, when an owner needs a valuation and which tax questions change what you keep from a sale.
Read articleContact
Get in touch with
the Gilbert office.
Call, email or send a short message.
Send a message
What can the office help with?
A sentence or two is enough.