Tax Services Offered!
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Tax Preparation
Our firm is committed to provide quality, accurate and timely tax return preparation. We prepare returns for the following; Individuals, Partnerships, Limited Liability Companies, Corporations, S Corporations, Nonprofits, Trusts, Estates, Gift Tax and Pension Returns. Our accounting team of highly qualified professionals will keep you up to date and informed. We monitor tax legislation daily so you don’t have to. We always use the latest in technology and software to provide the most cost efficient, accurate, and up to date results to our clients. We have quality control systems in place to ensure accuracy and positive financial results.
Our firm invests in the latest technology which enables us to provide the most cost efficient, accurate, and up to date results to our clients. We have the top rated tax, accounting, and research software available and use it daily.
Sales tax, Property Taxes, Payroll Reports
We will also prepare personal property tax reports and provide assistance with sales tax reports and payroll tax reports as well.
Tax Planning and Consulting
As advocates of tax planning our professional staff works proactively with our clients to achieve positive financial results. Tax planning and consulting services are available to assist you in planning for the unexpected and to protect your current taxes due. We will help you with general financial questions and any other concerns you may have in the area of taxes, tax deductions, income and timing of income and deductions.
“The team at Joy Cervantes, CPA is very professional, prompt and has knowledgeable service.” – P. D. – Chandler, AZ
Management Financials
We will build management financials by grouping expenses for monitoring costs and tracking overhead. We are available to assist you before you make a decision that may truly affect your financial outcome. We communicate with our clients throughout the year in order to keep apprised of any changes. Our newsletters are mailed bimonthly, with tax saving tips, information, dates to remember, and firm updates as well. All of these tools will help you stay informed and be proactive with tax planning.
Estate, Gift & Trust Planning
Estate planning is essential at every level. We review with each of our clients the status of their wills, trusts, power of attorneys and other essential documentation. If you have advisors you are currently working with we will work with them to provide you the best estate planning strategies to suit your needs. If you would like us to provide you with a team of the top respected attorneys in estate planning and financial planners, we are able to. We look at your entire financial situation to provide you the best advice for complex tax planning.
Personal Representative Duties
We will review and provide assistance with the duties of the personal representative. Our firm takes the level of service a step further by assisting with planning for gifting, and minimizing estate taxes. The relationship with our clients is very important to us. We genuinely care for your financial welfare. It is a privilege to be a trusted member of the team of trusted professional advisors.