Personal Tax Services
Individual Tax Preparation for Arizona Individuals & Business Owners
Individuals & Families • Sole Proprietors • Business Owners • Rental Property Owners
20+ Years of Individual Tax Preparation Experience • Bilingual English & Spanish
Request a Complimentary Discovery Meeting
Up to 20 Minutes
Personal Tax Preparation Backed by Experience
With more than 20 years of individual tax preparation experience, supported by over 30 years of accounting experience, Independent Accounting Services, LLC provides bilingual Personal Tax Services for Arizona individuals and families.
Our Personal Tax Services focus on the accurate preparation of federal and Arizona individual income tax returns through a structured, compliance-focused process. Tax returns are prepared based on the information and documentation provided by the taxpayer and in accordance with applicable tax laws and filing requirements.
Our accounting experience provides a strong foundation for preparing individual income tax returns, particularly those involving business, self-employment, and rental property income.
Form 1040 Tax Preparation
We prepare federal Form 1040 and Arizona individual income tax returns based on each taxpayer’s filing requirements. We also have experience preparing individual income tax returns for California, New Mexico, and North Carolina, with additional states available upon review.
Tax Preparation Services May Include:
- Federal & State Tax Forms and Schedules
- Applicable Tax Credits & Deductions
- Electronic Filing (E-File)
- Amended Tax Returns
- Prior-Year Tax Returns (Subject to Review)
- Additional State Returns (Upon Review)
Tax notices, examinations, correspondence, or incomplete or inaccurate information may require a separate engagement. Bookkeeping services and necessary adjustments are separate from tax preparation fees.
Tax Credits & Deductions
As part of the tax preparation process, we review the information and documentation provided to identify federal and Arizona tax credits and deductions for which you may qualify.
Tax Credits & Deductions May Include:
- Family & Dependent Tax Credits
- Education Tax Benefits
- Retirement & Health Savings Tax Benefits
- Standard & Itemized Deductions
- Federal & Arizona Tax Credits Based on Eligibility
Business Owners & Rental Property Owners
We prepare individual income tax returns for sole proprietors, self-employed individuals, business owners, and rental property owners whose business, self-employment, or rental activities are reported on Form 1040 and the applicable federal and state tax forms and schedules.
Tax Reporting May Include:
- Business & Self-Employment Income and Expenses
- Self-Employment Tax Reporting
- Investment Income Reporting
- Capital Gains & Losses
- Schedule K-1 Income Reporting
- Rental Property Income and Expenses
- Business & Rental Property Depreciation
- Applicable Federal & State Tax Forms and Schedules
- Prior-Year Tax Schedule Review, When Needed
Organized Financial Records Required
- Tax preparation depends on complete and accurate tax documents, financial records, and information provided by the taxpayer.
- Business, self-employment, investment, and rental property returns generally require organized accounting records and supporting financial information, including financial statements when applicable.
- Tax preparation does not include bookkeeping or other accounting services.
- If additional accounting work is needed before or in connection with tax preparation, we may recommend separate accounting services, subject to service availability.
Filing Deadlines, Extensions & Estimated Tax Payments
Filing Deadlines & Extensions
- Federal and Arizona individual income tax returns are generally due April 15.
- An extension generally provides additional time to file, not additional time to pay.
- For many taxpayers, the extended filing deadline is generally October 15. Exceptions may apply.
Estimated Tax Payments
- Some taxpayers with business, self-employment, investment, or rental income may be required to make quarterly estimated tax payments.
- Estimated tax payment calculations may be available as a separate service.
Thorough Tax Preparation & Professional Standards
We follow a structured, compliance-focused process designed to support accurate and timely filing.
- Professional Accountability: We prepare and sign the individual income tax returns we file.
- Due Diligence & Documentation: We complete applicable due diligence requirements and may request additional information or supporting documentation when necessary.
- Client Responsibility: Clients are responsible for providing complete and accurate information and documentation.
Maria Ortega participates in the IRS Annual Filing Season Program (AFSP) and is an IRS PTIN holder and Authorized IRS Electronic Return Originator (ERO).
Let's Discuss Your Personal Tax Needs
Every tax situation is different. We welcome the opportunity to learn more about your tax preparation needs, answer your questions, and determine whether our Personal Tax Services may be a good fit for you.
Request a Complimentary Discovery Meeting