About Us

Jeff Baugus

Jeff Baugus has been a small business owner for nearly 30 years. He is not only the owner of Tax Beacon, but also owns Insurancebeacon.com, an independent insurance agency. In addition to vast experience in the fields of tax and insurance, he is also a branch manager and senior loan officer for a mortgage banker.

This wide array of experience has given Jeff a unique perspective in all aspect of personal finance and business. Not only has Jeff had real world experience, but he backs it up with formal education as well. Jeff is a Certified Insurance Counselor, Certified Risk manager and an Enrolled Agent, as well as earning his BA in Finance and an MBA.

Jeff Baugus was born and raised in Tempe, AZ and now resides along with his wife Vicki of more than 30 years in Surprise, AZ. Jeff and Vicki have 4 adult kids, Morgan, Justin, Ashley, & Kaity. All of whom are married and own homes within just 20 minutes away.

When not in the office, Jeff enjoys golf, spending time with family, and serving at his church.

Call our office (623-243-1214) or send us a brief email with the form provided, and we will be in touch right away.

Let Us Help:

Dear Friend,

I hope you’ll forgive me for being blunt.

I am Jeff Baugus, and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).

But I think you’ll agree that the times we’re currently facing require a little straight talk.

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!

As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.

You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)

I’ve put more of my thoughts on these matters in free reports:

Click the button on this page to take your first step, and receive a free report from us. We’ll rush your copy to you immediately. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Surprise AZ Area.”

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.

PPS–Already ready to come in?

I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at 623-243-1214 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Talk again soon,

Jeff Baugus, EA, MBA

Contact Us

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.