Individuals and families
A marriage, a birth, a new home, a move between states, an inheritance, a sold rental, stock compensation, or a first year of self-employment. The return follows the year you actually had.
Tax Preparation
A return is a record of your year. It should be prepared by someone who asked about it.
Software is good at arithmetic and poor at context. Michael prepares returns for individuals, businesses, estates and trusts in Tucson — and asks about the year first, because that is where the tax consequences come from.
Returns Michael prepares
Partnerships and LLCs
Partner allocations, basis, distributions, and the K-1s your partners are waiting on — coordinated with the personal returns that depend on them.
Corporations and S corporations
Corporate and S corporation returns, reasonable compensation questions, owner distributions, and the year-end decisions that shape them.
Estates and trusts
Fiduciary returns handled with attention to the family situation behind them and to the beneficiaries who receive the reporting.
What distinguishes Michael from other Tucson preparers
Tax preparation is not a licensed activity in most of the country. Michael once taught the eight-week course for a national tax franchise; the following month, its graduates were preparing returns for the public. They were good at their day jobs. Tax work was not their profession.
Michael's is. He is a CPA, licensed and regulated by a state board of accountancy, with more than 25 years of practice and time as an IRS agent behind him. Over the years he has prepared more than 10,000 returns for individuals and small businesses of nearly every description.
He will also tell you plainly when a situation calls for something else — a specialist, an attorney, or simply waiting until a decision is actually made.
Worth asking any preparer
- Are they familiar with your specific tax needs — a farm, a house sold in another state, a non-profit?
- Will they provide you with options and explain the risks of each one?
- Will they walk you through your finished return?
- Do you need tax planning, not just filing?
- Do you need advice about a retirement account?
- Do you want someone who can represent you if the IRS makes contact?
- Do you also need an accountant or bookkeeper through the year?
Send Michael the short version of your year.
A few sentences about what changed is enough for him to tell you what your return will involve.