Schedule an Appointment
We look forward to meeting with you. You may call, email or stop in, or better yet, book a time using our online scheduler!
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Call Us
520-393-3743
1451 South La Cañada Drive #4, Green Valley, AZ 85622
F.A.Q.
Frequently Asked Questions
Why should I choose a monthly bookkeeper vs. less frequent methods of accounting?
Monthly accounting services provide substantially more value than only an annual service. If an accountant only sees your numbers once a year, it is too late to offer advice that would have helped to make that year more profitable. And definitely too late to lower your tax liability for a year that is already over with. Their at least five ways monthly accounting pays for itself: 1) It saves you time, 2) You get regular business profitability advice, 3)You have peace of mind that your finances are handled, 4) Your tax liability is reduced, 5) You can make more proactive financial decisions.
Why should I use a professional tax preparer?
According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.
Here’s what you get…
- Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
- Your tax return can be filed electronically so you will get a refund back quicker.
- I will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
- I will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.
Is tax planning really worth it?
Planning is the key to successfully and legally reducing your tax liability. I wille go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
I make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
To insure that your businesses or you as an individual pay the lowest amount of taxes allowable by law, I will continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
I will recommend Tax Saving Strategies that help you…
- grow and preserve assets by keeping Uncle Sam out of your pockets.
- defer income so you can keep your money now and pay less taxes later.
- reduce taxes on your income so you keep more of what you make.
- reduce taxes on your estate so your family keeps more of what you’ve made.
- reduce taxes on your gifts so you can give more.
- reduce taxes on your investments so you can grow your wealth faster.
- reduce taxes on your retirement distributions so you can retire in style.
Here’s just a few of the Tax Saving Strategies I use…
- Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
- Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
- Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
- Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
- Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
Remember, I work for you not for the IRS. I work to reduced your tax liability through careful planning and legitimate tax strategies.
What are the best ways to separate my business and personal finances?
Mixing business and personal finances is a major problem for small-business owners. Not only does it create headaches at tax time, it also makes it difficult to track the profitability of your company. Worse-case scenario: you get audited by the IRS and end up with major fines. Keeping these two parts of your money life separate is essential to preserve your sanity and to ensure you have a sustainable business model.
What do clients need to provide in order to process payroll?
We’ll need the information found on each employees’ W-4. Also, information about how you pay each employee (i.e. hourly, salary, commission), and if you provide bonuses. Lastly, we would need to know about any recurring voluntary or involuntary deductions from employees’ checks and in some cases, whether they are qualified pre-tax deductions or not.
How much do payroll services cost? What factors go into the pricing?
Pricing for our payroll services includes a base fee which is based on the frequency of your payroll, a fee for each employee, and the number of W-2s that need to be filed. Other contributing factors include garnishments, new hires, and if you’re doing business in other states.
“I referred my dad to Tricia for a somewhat unique bookkeeping situation. She was very professional and got the job done efficiently and cost effectively! Thank you!“
“Between owning a small business, investing and wages our taxes can get a bit complicated. This year we used Overturf CPA and Don made it easy.”
“Tricia provides a top notch service. She is responsive, knowledgeable, kind, and easy to work with! I recommend her to anyone looking for bookkeeping services!“
Contact Us
We look forward to meeting with you. You may call, email or stop in, or better yet, book a time using our online scheduler!