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We have over twenty five years experience in preparing Personal Income Tax returns. When you hire us for this important task, you get may additional benefits that few if any other firms offer. These include:
- Family Rates - if any of your dependents are required to file a tax return, the preparation of their return is FREE
- Electronic Filing is FREE with all tax returns we prepare that are eligible for Electronic Filing
- Your Resident State tax return is prepared FREE when we prepare your Federal return.
- We are available all year for unlimited FREE tax consultations.
- "In-your-home" service is available if you live in Pima County, AZ
At Dr. Tax, Inc. we take this important task seriously. While the IRS requires Enrolled Agents to take only 16 hours of Continuing Education a year, we take at least 40 hours of Continuing Education every year. This is to ensure that we are current on all developments that would affect your tax situation. In addition, we are members of three Professional Organizations:
- National Association of Tax Practitioners
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National Association of Enrolled Agents
- American Society of Tax Problem Solvers
We help you... Save enough for a comfortable retirement by identifying your
retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and
identifying the best ways to save for retirement given your financial situation and risk
tolerance. Pay for your child's college education by accurately estimating the amount of
money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and
strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial
situation and risk tolerance. Protect your family in case of you become disabled by ensuring you have enough
money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also
review your will and various powers of attorney designed to take care of your affairs in the event you are
incapacitated and can't manage them yourself. Achieve your investment goals by identifying the steps needed to maximize your
investment returns as well as the steps needed to help minimize your risk while building increased predictability of
your investment returns. - Leave a legacy for your heirs by maximizing the value of your estate by saving tax
dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and
estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs
by providing a road map for passing your estate on to your heirs.
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