LOOKING FOR ADVICE YOU CAN TRUST FROM A SURPRISE AZ TAX PROFESSIONAL?

WE GET IT.
AND WE CAN HELP.

Services

Tax Preparation Done Right

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Non-Filed Returns–Done For You

Let our team of experienced tax relief experts help you find the light at the end of the tunnel.

For Small Businesses

Establish greater profitability and business efficiency!

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

When clients come to our “door,” they’re not just looking for someone to fill out a 1040 form once a year.

They’re looking for reliable tax professionals in Surprise AZ who have experience and know-how they can trust, who will do the work for them and make sure they get back all they can from the IRS.

Most people don’t have the time to understand the tax laws or find all of the qualifying deductions. That’s why we’re here! 

We’ll provide you with the best possible tax services to ensure your income is protected, so you have peace of mind when it comes to the IRS.

More About Us

Recent Post

How 529 Plans Are Taxed for Surprise, AZ Families

How 529 Plans Are Taxed for Surprise, AZ Families

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 Quick Answer: Contributions to a 529 plan are made with post-tax dollars, allowing your investment to compound shielded from federal and state capital gains taxes during the growth phase. Withdrawals are 100% tax-free when used for qualified education...

Should Surprise, AZ Homeowners Add A Name To A Deed?

Should Surprise, AZ Homeowners Add A Name To A Deed?

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 Quick Answer: While it’s mechanically simple to add a name to a deed, doing so during your lifetime is a financial mistake that triggers unexpected IRS gift tax reporting and destroys your child's future stepped-up basis tax shield. To safely bypass probate...

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Customer Stories

Christa McCann

I’ve never hired someone to do my taxes before but knew I had some new things I was worried about this time filing so I used Jeff, at the advice of my parents. I couldn’t be more pleased!! He was great, answered all of the questions, calmed my worries, and I got back a bigger return than ever before. If you don’t know what you’re doing on tax software you might be missing out on something that you could be claiming. Even though next year’s taxes will be easier I will continue to use Jeff every year and will tell anyone else I know. You won’t be disappointed.

Shannon Pitcher

I have been going here for 4 years now and always feel so welcomed. The entire staff is very friendly and Jeff is extremely easy to talk to. Everyone is knowledgeable and wants you to get the most return possible. Jeff is always up on the latest news and follows closely so when doing your taxes he knows what will benefit you the most. I never feel silly asking questions and Jeff makes understanding taxes easy. We will continue to go here for many years to come!

Carmen Ramirez - Fox

We have been seeing Jeff for 3 years now. He is officially our tax guy! I love how throughout the year I can email him with questions regarding tax and income stuff, and he responds in such a timely manner. Great service, he's friendly and knowledgeable. We appreciate his hard work; from doing our taxes to sending us informative emails regarding the crazy changes occurring in the world regarding stimulus packages.

Angela Zepf

We have used Jeff and his team for the last two years, and we love them. They are responsive, knowledgeable and quick. Also the emails he sends out with just current tax information are very helpful! I definitely would recommend them!

The Webb Pack

We have been using Jeff and team for the last 5 years and they are great! Karen and Jeff and very knowledgeable, responsive and truly caring. We fully trust them with our financial needs and will continue to refer them to everyone we know!

Adam Kulpa

Jeff’s wealth of knowledge and patience to explain tax codes to non tax people set him apart. His online portal to upload docs and his email newsletters are really helpful too. Jeff is accessible all year for questions on all sorts of items from personal taxes to small business strategy. Highly recommend.

Stu Kaplan

Jeff is great! This is the 2nd year he has prepared my return. He’s very knowledgeable and precise. Last year he did two state returns for me after moving here. My last tax preparer did my taxes for over 10 years, and I was apprehensive about finding someone new to replace him, but Jeff has easily filled that bill. I am very happy with his team, Karen especially. You can’t go wrong with Tax Beacon.

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