Reliable quality at affordable prices!
Get started with a free consultation!
Get started with a free consultation!
Our family-owned income tax service has been serving the community for more than 40 years. Our team includes an experienced EA (Enrolled Agent), dedicated to provide both personal and business tax preparation plus representation services.
Jim has been an Enrolled Agent (E.A.) for more than 25 years of the 40 + years of his tax preparation career. He graduated from Millikin University in 1980 with a B.S. in Business Administration, obtained his Master's in Business Administration from the University of Phoenix in 1988, and then passed the rigorous EA exam in 1996.
TAX ORGANIZER AND OTHER FORMS
Intuit Link Instructions (pdf)
DownloadSmall business worksheet (pdf)
DownloadRental property worksheet (pdf)
Download2023 Entity Letter of Engagement (pdf)
Download2023 Client Update form (pdf)
Download2023 Personal Letter of Engagement (pdf)
DownloadPersonal Tax Organizer - 2023 (pdf)
DownloadTCJA Expiring (pdf)
DownloadWould you like to take advantage of the many AZ state tax credits on your 2023 state return?? Now you can, all at one convenient website, which is https://aztaxcreditfunds.com/reliabletaxaz
You can donate now thru April 15, 2024, and still get a tax credit on your 2023 state tax return. Just click on the link, and thank you for so doing!!
Please contact Kristal Burton for all your financial advice needs. Kristal has years of experience in finances, extremely knowledgeable, works for one of the nation's leading investment firms and can help you navigate through all the stages of your financial life.
Edward Jones is a full-service investment brokerage firm that offers estate planning, financial planning, retirement planning, 529 plans, life insurance, long-term care planning, and annuities. Edward Jones is available to investors of any net worth.
"At Edward Jones, our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. "
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