Your Success is Our Success!

Welcome and thank you for visiting our Web site. In addition to providing you with a profile of our firm and the services we provide, this Web site has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Web site, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Web sites that we think would be of interest to our clients and visitors (in our Internet Links section).

Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Tax and Accounting Tip 

What a crazy year this has been for all of us!  It's hard to imagine that tax season 2023 just finished and 2024 is right around the corner!  At this point, we have no idea just what it will look like, but there are some things you can keep in mind as the next tax year approaches.

Consider taking advantage of Arizona tax credits for your 2023 return.  This is a great opportunity to support local public and private schools, as well as a variety of charities, and get a dollar for dollar nonrefundable credit on your Arizona return.  There are five major individual credits in play for 2023, and good news for next years's taxes...the QCO and QFCO have been increased for the first time! 

Check out the Arizona Department of Revenue website at www.azdor.gov and click on the Tax Credits tab.  You'll find information for the Qualifying Charitable Organization credit (QCO) which is now a maximum of $421 for single filers and $841 for married filers.  There's also the Qualifying Foster Care Organization credit (QFCO) which is now a maximum of $526 for single filers and $1051 for married filers.  Your public school tax credits can be up to $200 for single filers and $400 for married filers, and the Private School Tuition (which has two parts) can be a whopping $1307 for single filers or $2609 for married filers!  The Arizona Military Family Relief credit is also still open, for $200 single or $400 married.  That's a great one to support veterans services.  You can potentially do all five tax credits at this point - we can help walk you through the process.

Another thing to consider if you want to support QCO and QFCO organizations and you're not sure which organizations are involved?  Check out the website at www.givelocalkeeplocal.org for a great clearinghouse of over 30 different local organizations that have banded together to get the word out about the great options available for you!

Give us a call if you have any questions! 


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