Matrix Financial Wellness

[email protected]

(520) 338-3972

Tax Preparation

With over 20 years of tax preparation experience, I can provide you with the time and attention that you need through this complicated tax system that changes every year.

Highlights:

  • Individual tax preparation
  • Small business tax preparation
  • Forecasting to estimate next year’s tax liability and strategies to reduce it
  • Electronic filing & direct deposit options
  • Online portal to send and receive documents in a secure environment
  • FREE consultation and review of prior tax filings

 

Taxes are a stress that nobody should undertake alone. Let me help give you peace of mind.

Contact me at [email protected] or call or text at 520-338-3972.

Resources and Tools

Here are some resources and tools that can help you in a variety of ways to prepare you for tax time and help you understand at least some of the tax code.

Individual Tax Organizer – 2022
  • Use this to help determine what tax paperwork you need and to help me make sure everything is accounted for
Access Your IRS Online Account 
  • This a great way for you to access your prior tax records, pay your tax bill and see what activity that the IRS has received
Where’s My Refund
  • Has it been a while since you’ve filed and you haven’t received your refund? This can tell you when to expect it or if there are any issues
Tax Withholding Calculator
  • Need some assistance figuring out what to put on your W-4 withholding form? This can help

Fee Structure

I work hard to keep my rates low, much lower than the “big box” tax preparers. 

Everybody’s situation is different, so I general charge based on the forms that are needed to prepare. Below are some examples of what you can expect, but understand that it’s difficult to give an accurate estimate before I know all of the pieces involved.