Income Tax Prep
Financial Planning
 

2007 Tax Organizer & Preparation Checklist

Client Update
Newsletter

At The AFS Tax and Planning Group our professional staff of Enrolled Agents and CPAs average 25 years of experience and are anxious to serve your every tax need.

Tax Preparation And Planning

- Individual
- Corporation
- Sub S Corporation
- Partnership
- Estates and Trusts 
- Prior Year Returns
- Electronic Filing
- Lease vs. Purchase
- Income Tax Projections/Analysis
- W-4 Preparation for Exemptions
- Real Estate Sales and Purchases
- IRC 1031 Tax Free Exchanges
- Divorce Planning
- Retirement Tax Planning
- Small Business Acquisitions and Dispositions
- Tax Consequences for Employment Relocation
- Major Purchases or Sales
- Tax Shelter Analysis

We Specialize In:

- Public Safety Professionals
- Real Estate Professionals
- Teachers and Administrators
- Sale and Exchange of Property
- Rental Property Taxation
- Small Business Taxation
- Divorce Taxation
- Clergy Taxation 
- Home-Based Businesses

Audit Representation

- Representation before IRS for Audits and Collection
- Representation Before ADOR for Audits and Collection
- IRS/ADOR Responses by Letter or Telephone
- Workman's Compensation Audits
- Department of Economic Security Employment Audits
- Tax Collection and Deficiency Agreements
- Tax Lien and Levy Releases
- Defense Against 100% Penalty

Only attorneys, CPAs and Enrolled Agents can fully represent you in an IRS tax audit. When you engage us to represent you for an audit, you don't even have to be present. Why not simplify your life by allowing our professional staff to represent you?

 

IMPORTANT NOTE: Jeff Adelstone is a registered representative with the following registrations: Series #7, #24, #63 and #65 and can transact business with clients in Arizona. Jeff Adelstone is also an Investment adviser agent licensed in Arizona. Jeff Adelstone is Insurance licensed in Arizona. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the Internet. Securities offered through HD Vest Investment ServicesSM. Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, Non-bank subsidiaries of Wells Fargo & Company.