Tax Advice Flagstaff AZ

Preparing and filing tax forms often requires the knowledge of a tax professional or CPA in order to find tax advantages and benefits, as well as to make certain of the accuracy and completion of the proper forms. Taxes are applied to a wide variety of things including income, property, sales and much more, and the laws governing these taxes vary between states. Aside from financial professionals, tax software have been developed to help those struggling to understand tax forms and filing procedures. For individuals, or more commonly, companies, with more complex tax issues, advisory services are usually necessary to avoid audits by the IRS.

H&R Block
(928) 774-4973
2700 S WOODLANDS blvdSTE 420
FLAGSTAFF, AZ

Data Provided by:
Greg Zale
4365 E. Pecos Rd #136
Gilbert, AZ
Company
Company: LPL Financial
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Commission-Only Financia

Data Provided by:
Ray Cerimeli
960 Oxford Lane
Chandler, AZ
Company
Title: Financial Service Consultant
Service
Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Health Care Insurance,Retirement Planning,Real Estate Investm

Data Provided by:
Victoria Coletti (RFC®), CFP
(520) 818-9416
38702 S Starwood Drive
Tucson, AZ
Company
Design Capital Planning Group, Inc.
Qualifications
Education: AA
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Mortgage Loans, Collectable Coins , Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Compensation Plans

Data Provided by:
Jeff Vogan
2929 N. Power Road, Ste 101
Mesa, AZ
Company
Title: RFC, IAR
Company: Premiere Retirement Planning
Service
Stock Market Alternative,Wealth Management,Annuities,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Individual Income Tax Planning,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Estate Tax Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Annuity Idea

Data Provided by:
Charles Booth
2812 N Norwalk
Mesa, AZ
Company
Title: CPA, PFS
Company: Clarity Wealth Management
Type
Investment Advisor Rep: Yes
Education
Arizona State University
B.S. Accounting
1971
Years Experience
Years Experience: 10
Service
Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financia

Data Provided by:
Scott L. Overstreet (RFC®), LUTCF
(602) 481-1948
PO Box 9052
Mesa, AZ
Company
Retirement Solutions
Qualifications
Education: AA, BS
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mr. Jeffrey D. Carter (RFC®), CSA, LUTCF
(623) 933-9500
10451 W. Palmeras Drive
Sun City, AZ
Company
Smart Financial Strategies, Inc.
Qualifications
Years of Experience: 22
Membership
IARFC, SCSA, NAIFA
Services
Invoice, Estate Planning, Trustee Service, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Mr. Stuart J. Spivak (RFC®), LUTCF
480 556 9931, 610 668 7682
8160 E Butherus Dr #5
Scottsdale, AZ
Company
The Spivak Financial Group
Qualifications
Education: 1987 Graduate of Pennsylvania State University, State College, PA.
Years of Experience: 23
Membership
IARFC, MDRT, NAPFA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell

Data Provided by:
Jeffrey Biro
6900 E. Camelback Rd.
Scottsdale, AZ
Company
Title: President
Company: Family Wealth Advisors
Type
Investment Advisor Rep: Yes
Education
Double Bachelor's
Master's (abt)
Years Experience
Years Experience: 28
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio

Data Provided by:
Data Provided by:

Tax Advice

Taxes

H&R Block a Cent Ahead, Revs Fall
By: Zacks Equity Research
March 09, 2010

H&R Block Inc. (HRB - Analyst Report) reported fiscal third quarter 2010 (ended Jan 31, 2010) net income of $50.6 million or 15 cents, up from $47.4 million or 14 cents in the year-ago period. However, income from continuing operations was 16 cents, down 4 cents from the prior-year period. Results were slightly ahead of the Zacks Consensus Estimate of 14 cents, primarily driven by cost cuts.

However, revenues were down 5.9% from the prior-year period to $934.9 million as the company prepared fewer tax returns. This was partially offset by a 5.9% decrease in operating expenses from the prior-year period to $840.4 million. The decrease reflects the benefits from the company’s cost cutting initiatives.

Revenue from the Tax Service decreased 6.2% year-over-year to $747.7 million. The decrease stemmed from a 7.1% decrease in total retail tax returns prepared. Pre-tax income was $131.2 million compared with $133.5 million in the year-ago quarter.

RSM McGladrey (RSM) reported a 3.6% year-over-year drop in revenues to $6.7 million. The decrease reflects the weak economic environment. However, the company posted a pre-tax loss of $11.2 million compared with a pre-tax income of $10.7 million a year ago, primarily due to a $15.0 million goodwill impairment related to RSM's capital markets business.

RSM and McGladrey & Pullen LLP entered into new definitive agreements in February concerning their alternative practice structure. As a result, RSM incurred $3.3 million of legal and consulting expenses related to these negotiations in the reported quarter.

Corporate operations reported a pre-tax loss of $22.5 million compared with a loss of $42.4 million in the prior-year quarter. The decrease in loss reflects a decrease in expenses. This stemmed from reductions in self-insured liabilities, lower interest expense on corporate borrowings and a decrease in loss provisions on mortgage loans held for investment.

Interim Tax Results....

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Know Your IRS Tax Levy Rights

According to the Internal Revenue Service (IRS), all taxpayers have rights with regard to tax levies:

1. If an agreement is made between the IRS and the taxpayer that a back tax liability is not collectible, then the IRS is required to release an IRS wage levy.
2. The IRS may not place a lien on the taxpayer’s residence in situations when the amount of the IRS tax levy is less than $5,000.
3. Once the collection statute of limitation expires the IRS is required to stop all collection efforts and cancel the IRS tax levy.
4. 30 days before issuing a tax levy the IRS is required to send a Final Notice of Intent to Levy and Notice of Your Right to A Hearing (levy notice).
5. Taxpayers have a right to a hearing and must be notified of this at least 30 days before the levy is filed.
6. A taxpayer may request to have an appeals officer hear the case, but may not challenge the actual tax unless there was no previous opportunity to do so.
7. Taxpayers have 30 days to appeal unsatisfactory outcomes to the U.S. Tax Court or Federal Court.

The IRS asserts that it does not typically release levies on a bank accounts once issued. However an aggressive tax professional may be able to get a partial or full release if the monies in the account are needed for medical expenses, housing expenses, transportation expenses, payroll, etc. There is a small window of 21 days to do this ... just enough time for a taxpayer to contact a competent tax professional.

Attribution: Victoria J. Burns has over 25 years of experience preparing Federal, state, and payroll tax returns. She’s helped thousands to resolve their tax problems and settled millions of dollars in tax debt. Victoria is an active member of the American Society of Tax Problem Solvers and National Association of Tax Professionals. She leads the team of professionals at AmeriPride Tax Group helping clients through tax audits, offers in compromise, levy/lien releases, penalty abatements and other tax issues. AmeriPride Tax Group

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