Tax Planning & Preparation Experts in Phoenix, Arizona

Call (602) 482-8006 for Income Tax Planning Help from a CPA Now!

Need Tax Planning Assistance?

Call (602) 482-8006 or Request a Call Back!

Personal Income Tax Services

The best time to save money on your taxes is before they are due. This requires tax planning and preparation from experts in the field. Singer Tax & Accounting, PC provides proactive tax planning to assist in minimizing your tax liability. Whether it is planning for you as an individual, a small-business owner, or a corporation, we will develop tax strategies that take advantage of new tax laws and legislation.

  • Effective estate and trust tax planning to facilitate the orderly transfer of assets to your beneficiaries and help you secure their future
  • Helps provide security for your surviving spouse
  • Provide for gifts to charitable organizations to help minimize tax liability
  • Can reduce or eliminate the tax due on the transfer of your business and other assets
  • Develop tax strategies that take advantage of new tax laws and legislation to ensure accuracy
  • Provide ‘Year-end’ planning to assist in minimizing tax liability
  • Help increase income and reduce your tax liability and exposure

Client Testimonials

I did not know how complex this could be. Harvey, you made us feel more at ease after going over all of the options. Thanks for all the help and guidance.

Ben & Janet

Sun City

Harvey and David, my wife was right, we should have used SINGER TAX from the beginning. Thanks for making the transition so easy. The forms were easy to complete and your professionalism was appreciated. Yes, the refund was great too.

Paul & Marinna

Phoenix, AZ


Important Tax Planning Information for Arizona Residents

Call (602) 482-8006 for Income Tax Planning Help from a CPA Now!
Introduction
Tax planning is an important financial strategy utilized by businesses – large corporations and small mom and pop shops, plus individuals on their personal taxes. If you face a hefty tax burden, it is in your best interest to speak with a tax professional. Here at Singer Tax & Accounting, PC, PC we have CPAs and tax experts on hand to assist you with all of your present and future tax planning needs.
Paying Estimated Taxes
As you may be aware, C-suite is a slang term for the most important senior executives at a company, as all the top titles tend to begin with the letter “C”, such as chief executive officer or chief operating officer. Your company’s C-suite is the most influential group of people in the organization and is crucial to its success. Therefore, finding and grooming your future C-suite leaders should be seen as a critical aspect of succession planning.

Pay From Home Online
No need to send off those estimated tax payments via postage any longer – now you can make payments online from the State revenue departments and the U.S. Department of the Treasury website.

Tax Due Dates
Paying estimated taxes on time and before their due dates is a great method to (a) budget your annual income and (b) ensure that you don’t pay extra in the form of late fees.

Essential Tax Planning Tips
Planning for your taxes isn’t likely to be high on your list of priorities, but it should be. Once the tax deadline has passed for any given year, you should be looking to the future, because tax planning can save you money, and it will certainly alleviate stress. Below, we provide you with five crucial tips, so start implementing them today!

Adjust Your Withholding Amount
Tax experts highly recommend adjusting your withholding amount to closer match your actual taxes due. This will help for better planning and fewer surprises in the long-run.

Keep Your Tax Return Safe & Accessible
It’s a good idea to keep your previous year’s tax returns easily accessible, especially if you anticipate applying for student loans or a large loan, such as a mortgage.

Get Professional Help
Let’s face it, tax law is complicated and filling out the correct forms can be challenging. If you’re unsure about how to conduct efficient tax planning, contact a CPA or experienced accountant today.

Itemized Deductions
When calculating one’s deductions, you can either itemize them or go with the standard deduction. You may find that by itemizing your deductions, you wind up with a lower tax liability.

Itemized Deductions Over Standard Deduction
When calculating one’s deductions, you can either itemize them or go with the standard deduction. You may find that by itemizing your deductions, you wind up with a lower tax liability.

Look Out for Changes to Tax Laws
Some tax laws have been in place for decades, while other tax codes are being changed regularly to better suit its intention. If dealing with a significant tax liability, contact a tax professional today to learn about any new tax codes or changes that you can take advantage of.

Gift Planning
An increasing number of people have a strong desire to give back, and gift planning is a great way to achieve this. As well as providing you with a strong sense of personal satisfaction, gift planning can also provide an economic benefit to your family when done correctly.

At Singer Tax & Accounting, PC, our Phoenix personal tax team can help you identify the assets that are the best strategic choices for gift planning purposes. If you are having difficulty deciding on a worthy cause, we can work with you to define your goals to help choose the best charity, foundation, or educational institution to donate to.

Tax-Efficient Gift Options
Our accountants have a great deal of knowledge when it comes to preparing monetary gift taxes and will suggest the best approach toward achieving multiple types of monetary gifts. Please continue reading to learn more.

Effective Gift Planning Benefits
While there are numerous benefits to properly planning out a large gift of monetary value, the most important factor is that you don’t have to increase your costs any more than you have to.

Estate Planning
Although estate planning is something the majority of people acknowledge is important, a surprising number of people continue to procrastinate. The purpose of estate planning is to manage your asset base in the event of your death or incapacitation to ensure your heirs and beneficiaries face no obstacles when it comes to receiving their inheritance.

Estate Planning Guidance & Info
Many individuals do not have an estate plan prepared prior to their deaths – due to costs, lack of assets, feeling their too young, or that the whole process is confusing; however, not having a plan of action simply makes live more difficult for the loved ones left behind to deal with matters of the deceased estate.

Common Estate Planning Tasks
When it comes to properly preparing an estate plan, one must take numerous aspects into consideration – a will (living wills too), estate taxes, dependents, costs associated with dying, power of attorney, and beneficiaries to name just a few.

Singer Tax & Accounting, PC Phoenix, Arizona Office Location

21035 North Cave Creek Road #1, Phoenix, AZ 85024 | Driving Directions

21035 North Cave Creek Rd.
Suite C-1
Phoenix, Arizona 85024
(602) 482-8006