- The choice is yours…. I would be happy to meet face-to-face with you and discuss your specific situation or have Virtual meeting.
- Virtual appointments are also available. Clients are encouraged to access my Secure Client Portal to send and receive documents.
- I provide year-round services and will be available to meet your needs.
- I strive to establish and maintain long-term relationships with my clients.
- If you have questions, please call me at 520-954-6197 or email me at ike@bradencpatucsonaz.com.
- Your specific needs, complexity and the quality of your records are some of the major factors considered when determining your pricing.
- Each taxpayer’s tax situation is unique.
- My goal is to be fair with all billing.
- It is not my goal to charge clients the highest price nor will we be the lowest cost provider.
- I will provide an estimate to you so there are no surprises.
- All fees will be fair and be clearly communicated to you.
- Yes, whether by video conference, phone call, text, emails, Facetime, secure portal uploads.
- Document sharing is encouraged using our Secure Portal.
- All original documents provided will be returned to you for safe keeping.
- I will get you filed in a timely manner provided I received all the necessary information in a timely manner.
- If your tax information is not available prior to the filing deadline or if your information is missing/incomplete then we will have to extend.
- Please review your tax return instructions for estimated payment requirements. Estimates are generally due April 15, June 15, Sept 15 and Jan 15.
- It is your responsibility to make these payments either by check or you can use the IRS Direct Pay webpage unless your tax return instructions indicate that payment was already scheduled to auto-debit.
- State agencies often have electronic payment methods available.
- Federal: Please visit the IRS Where’s My Refund page to check on the status of your tax refund.
- State: Please visit State Tax Agencies webpage to check on the refund status for your state return.
- First, a tax notice does not automatically mean a mistake was made on your return. If you receive a tax notice, please send it to me. I will review it to determine whether it is correct and if further action is necessary.
- If additional work is necessary, I will recommend an action provide guidance on how to address it. Most likely I will need a power of attorney so I can directly contact the IRS to resolve any issues.
- Please visit the IRS Ten Things to Know about IRS Notices and Letters
- IRS Forms and Publications – The official source of IRS tax products which include downloadable forms and publications as well as viewable tax publications and instructions for tax forms.
- See gov/tax-credits for a variety of tax credit information.
- You can find information on starting a new business at azdor.gov/business
- State Web Sites – (AICPA link to Department of Revenue sites for all states)
Many common questions can be answered directly from the source here:
https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers
- This site will give you the most up-to-date information on constantly fluctuating rates https://www.bankrate.com/mortgages/mortgage-rates/
- Contact the Criminal Investigations Unit: azdor.gov/contact-us/report-tax-fraud
- To help protect your confidential information,do not carry identification with your SSN on it and if someone wants your SSN, always ask why because it is not always required.