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Best Tax Services in Gilbert

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Adams, Habern & Gray, CPAs, PLLC logo
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Adams, Habern & Gray, CPAs, PLLC

Tempe, AZ 85282
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Business Description

Adams, Habern & Gray, CPAs, PLLC is a Tempe-based CPA firm that services individuals and businesses in the Phoenix and Sedona areas. It offers tax, business consulting and QuickBooks services. The firm's tax return preparation services include electronic filing, advice on payroll withholding adjustment, and potential deductions for the future. Additionally, clients receive tax saving strategies that help reduce estate taxes, reduce investment taxes, reduce retirement distribution taxes, and defer income to mitigate tax liability. The firm's CPAs offer IRS audit representation and help with tax problem solutions. Business consulting topics include strategic planning, succession planning, internal controls, and new business formation. Clients receive QuickBooks setup and training assistance as well.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
All States Tax & Accounting, LLC logo
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All States Tax & Accounting, LLC

Tempe, AZ 85282
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Business Description

All States Tax & Accounting, LLC is an accounting firm with offices in Tempe, Arizona, and Traverse City, Michigan. The company offers tax preparation for the entire U.S. and other countries as needed. Clients include individuals, contractors, corporations, estates and trusts, and nonprofit organizations. There are also accounting services, including bank reconciliation, financial statement preparation, finance reviews, accounts receivable, and accounts payable. The firm's payroll services automate the payment process, generate quarterly and annual reports, and prepare W2 and 1099 forms. In addition, the company can collaborate with a client's attorneys on wills, trusts, notary documents, and other legal documentation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
GB Tax LLC logo
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GB Tax LLC

Tempe, AZ 85282
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Business Description

GB Tax LLC is a CPA firm based in Tempe. For individuals, the firm's financial services include personal financial plans, estate planning, and financial assistance for elderly family. Businesses can receive small business accounting, payroll processing, and part-time CFO services. The firm offers tax preparation and long-term tax planning strategies for businesses and individuals, along with IRS audit representation. QuickBooks setup and training services are available for business owners and their accountants. The small business accounting services cover financial consultations, income statement and balance sheet generation, and bank account reconciliation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Limitless Investment and Capital logo
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Limitless Investment and Capital

2200 E Williams Field Rd Ste 200, Gilbert, AZ 85295
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Business Description

Limitless Investment and Capital focuses on assisting small businesses in the Gilbert area achieve their growth objectives. The full-service CPA firm's tax assistance and preparation program helps its clients navigate the complexities of the new tax reform law. Limitless Investment and Capital's accountants provide guidance on the potential opportunities of tax planning. The company's team analyzes options and utilizes technology to maximize its clients' returns. The firm manages record keeping for tax purposes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Master Accounting and Tax Service logo
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Master Accounting and Tax Service

Tempe, AZ 85282
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Business Description

Master Accounting and Tax Service is a Tempe-based firm that provides accounting, tax, payroll, and small business consulting services. The accounting services cover day-to-day bookkeeping, financial statement generation, financial reporting, and long-term planning. It also provides income tax preparation services for both individuals and businesses. Clients starting businesses have access to start-up consultations regarding accounting, tax strategies, payroll processing, finances, business entity formation, and tax documentation filing. Businesses with multiple employees can pick from different payroll service packages that automate the payroll system while tracking vital financial information.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
My Accountant Bookkeeping & Tax Service logo
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My Accountant Bookkeeping & Tax Service

Gilbert, AZ 85234
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Business Description

My Accountant Bookkeeping & Tax Service is a Gilbert-based firm that serves businesses and individuals. All clients can receive tax plans to reduce future tax liabilities, tax return preparation, and quarterly tax filing for businesses. Businesses have access to ongoing financial analysis, consultations about long-term plans or major decisions, payroll compliance services, and financial statement preparation. The firm helps clients prepare for buying or selling a business. For startups, the company helps determine the most tax-efficient entity and prepare the necessary documentation. Depending on the client's financial setup, business services can be customized.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
RK Silva CPA, PLLC logo
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RK Silva CPA, PLLC

Tempe, AZ 85282
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Business Description

RK Silva CPA, PLLC serves businesses and individuals in the Tempe area. The firm offers income tax return preparation for all clients. Businesses and individuals can receive consultations regarding their current financial needs, long-term financial goals, and strategies to get there. The firm staff includes accounting and payroll software specialists who can implement technological solutions to increase business efficiency. Business owners also have access to sales tax consulting and filing services, quarterly tax reporting, and preparation of end-of-year W2s and 1099s.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Alt Key, PLLC logo
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The Alt Key, PLLC

Tempe, AZ 85282
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Business Description

The Alt Key, PLLC firm located in Tempe. In addition to traditional accounting and tax preparation services, it focuses on customized financial strategies for small businesses. The outsourced accounting services involve cloud-based solutions that allow for constant client access to current financial data. The software uses easily-understood graphs, notes important trends, and generates financial forecasts. For new business owners, the firm's business mentorship program helps with accountability and unbiased guidance. The strategic planning services cover business planning, operating budget, cash flow management, variance reporting, performance indicators, financial reports, succession planning, and asset protection.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Threelyn Accounting Services logo
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Threelyn Accounting Services

Gilbert, AZ 85298
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Business Description

Threelyn Accounting Services is a Gilbert-based firm that serves small to medium-sized businesses. Typical tax services it offers include business tax return preparation, W2 and 1099 preparation, quarterly payroll and sales tax filing, and other tax document preparation. The firm provides bookkeeping services on a monthly, quarterly, or annual basis. Overall accounting services include payroll management, accounts receivable and payable, vendor management, automated bill payments, bank reconciliations, performance reviews, financial forecasting and analysis, financial statement generation, and development of accounting policies. The exact services for each client vary depending on the company's size, structure, and accounting needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Watson CPA logo
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Watson CPA

Gilbert, AZ 85295
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Business Description

Watson CPA serves businesses and individuals in the Gilbert area. For individuals, services include estate planning and evaluation, personal budgeting, debt management, and investment portfolio management. All clients receive tax return preparation and planning services. For businesses, the firm's main services focus on bookkeeping, compliance reporting, and technology. The tax professionals can design and implement a complete accounting system, provide periodic financial statements, and offer ongoing payroll management. The IT services cover accounting system setups, employee training, customized spreadsheets, and webpage designs. Businesses can receive financial forecasting and data analysis, along with business acquisition planning help.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Your Tax Matters, LLC logo
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Your Tax Matters, LLC

Tempe, AZ 85282
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Business Description

Your Tax Matters is a Tempe-based tax and accounting firm that staffs CPAs, retirement specialists, and bookkeepers. It prepares income tax returns for all business entities, individuals, nonprofit organizations, and trusts. It also handles international tax issues and helps with tax-efficient retirement planning. The small business consulting services include initial business setup, long-term business planning, and advice on major decisions. Clients have access to online payroll services that automate the payroll process. The firm is licensed to offer a range of health insurance and life insurance products with recommendations based on the client's needs. Investment options are also available.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Back to Providers

Frequently Asked Questions

Introduction

In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

When can I file my taxes?

You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

How much do you have to make to file taxes?

State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

Do I have to file taxes?

If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

What happens if you don\'t file taxes?

If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

How do I file taxes?

Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

How do I file taxes for free?

There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.

Should you pay someone to do your taxes?

If you're concerned about getting everything right and paying the right amount, you may want to hire someone to fill out and file your tax returns for you. You don’t need a tax accountant, but many people prefer not to have to worry about their taxes every year.

What is a tax accountant?

A tax accountant is a professional who receives training in federal, state, and local tax laws, codes, and proceedings. They are qualified to assist individuals in filing their taxes and are usually in a private practice or employed by a professional tax service.

What do tax accountants do?

Tax accounts ensure their clients' tax returns are filled out and filed correctly. They also advise clients on the correct documents to bring to their appointment and make sure they're aware of every credit or deduction available to them based on their specific circumstances.

How much does it cost to have someone do your taxes?

According to Investopedia, the average cost of hiring a tax professional is usually between $146 and $457. If you have complex taxes or your income is higher than average, a tax accountant may charge higher fees because of the extra time and risk involved.

How do I check if taxes were filed?

To see if your federal taxes were filed correctly, you can contact the IRS by phone or by going online — IRS.gov — and viewing your account. If you filed with an online service, check for a confirmation that your returns were accepted. For state and local taxes, contact tax departments where you live.

Can a dependent file taxes?

Technically, a dependent can file. They're only required to file taxes when their annual income is over the tax year's minimum threshold. With this in mind, if someone who is a dependent on another person's return expects to be eligible for a refund, they can, and should, file taxes for the year.

Can a 17 year old file taxes?

A minor can file taxes but isn't required to, outside of a few situations. The most common instance is when their income exceeds the standard deduction for the year. In most cases, the parent is allowed to include this return and income with theirs for the year.

Can you file taxes with no income?

It's legal to file your taxes, even if you didn't earn an income during the tax year. Many people choose to do this because even if you didn't pay any taxes for the year, you can still take advantage of eligible credits, carry over state deductions, and protect against future audits.

How do I file a tax extension?

To file an extension with the IRS, you'll need to fill out Form 4868 and pay any taxes you owe so that you don't have to pay a penalty for unpaid taxes. The extension itself is not penalized — it gives you an extra six months to file your tax paperwork.

How do I file back taxes?

To file your returns for unpaid taxes that you owe, you'll need to gather the forms you would've filed with the old returns and file them. You can still take advantage of any credits and deductions that were active over the years you didn't file if you can show the necessary documents.

Can married couples file taxes separately?

Married couples can choose to file taxes together or separately, but they’re encouraged to file together. The IRS extends several benefits for married couples who file jointly, so this is the most common option of the two.

How do I become a tax accountant?

To become a tax accountant, you need to receive a traditional bachelor's degree in accounting and training — either as part of your education or separately — in your local, state, and federal tax codes. Many tax professionals receive post-graduate certifications, such as the CPA, although this isn't required.

How much do tax accountants make?

The annual earnings of tax accounts and preparers varies widely based on their level of experience and employer. According to Forbes, the average earnings for an accountant can reach $95,000 in some states, while tax preparers usually earn less.

Do tax accountants need to be CPAs?

Tax accountants are not required to be CPAs but many are. This is because accountants who are also CPAs are often looked at as being more credible and qualified if they're in private practice. It also qualifies them for more responsibilities as they move up in their careers.

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