Best Financial Audit Scottsdale Near Me

4worldlovers:
Improve Your Bottom Line Through Better Tax Planning and Financial Analysis


J.C. Marshall, LLC and Expedited Tax Services, LLC provide our clients with professional, personalized services and guidance in a wide range of tax, financial and business needs.


We offer Audit Protection for our clients to avoid the costs of responding to IRS and state audit notices.


While a computer software program may help find deductions, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional.


Here are a few of the benefits you’ll reap when using our service:


We’ll prepare all of the appropriate forms and record all figures and calculations accurately.

We’ll make sure that you receive all of the deductions and credits to which you are entitled.

We’ll file your return electronically to speed delivery of refunds.

We’ll work with you to adjust your payroll withholding to make sure you send the right amount to each tax authority – no more, no less.

We’ll show you how to adjust your finances to take advantage of tax benefits on future returns.

Are you a sole proprietor? Have you been so focused on your business that you haven’t paid close attention to your books? No worries! We'll tidy things up and prepare your Schedule C as part of your personal income tax return. Then we'll help you set up an easy system to keep your books current going forward.

Splitting income among several family members or legal entities to take advantage of lower income tax brackets

Shifting income or expenses from one year to another when it can yield a lower tax rate

Deferring or eliminating tax liability through use of tax-advantaged investment vehicles

Even if you have not been targeted for an IRS Audit, you may be aware of problems that will catch up with you eventually. Common examples include:

We’ll work with you to review your prior tax years and make sure that all of your tax filings have been submitted accurately. If you don’t know what’s included in your tax record, we’ll help you get copies from the tax authorities without raising any "red flags." We'll assess your tax liability and the associated interest and penalties. Then, we’ll work with you on an approach to negotiation.

It is far better to face your problems than to wait for them to land on your doorstep. We’re here to help in any way we can.

Settle your tax debt for less than the full amount owed if the tax authority deems your offer to be the most they might collect within a reasonable time period.

Payment Plan to resolve debt. This approach protects you from asset seizure to settle your obligations. It may be possible to secure relief on penalties and/or compound interest.

The IRS provides Innocent Spouse Relief when for an aggrieved party when his or her spouse or former spouse failed to report income, reported income improperly, or claimed improper deductions or credit.

If circumstances do not lend themselves to a negotiated settlement, then it may be necessary to seek protection through a Bankruptcy filing.

Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.

We’ll create and maintain a chart of accounts to capture all of your financial transactions, provide the right information to manage your business, and prepare federal, state, and local tax returns. Through periodic internal audits, we’ll identify and resolve discrepancies (e.g., double billings, unrecorded payments) to ensure that you have a complete and accurate picture of your financial position.

4worldlovers: There are few guarantees in life. One rare guarantee is as follows: we guarantee you that we care more about saving our Scottsdale CPA client's tax dollars and improving their financial situation than anyone on the planet.

We spend more time than any other CPA does to save our clients tangible tax dollars. 100% of our resources are allocated to achieving the absolute best results for our clients. As a result, we typically save our clients more than 3 times what a normal CPA would.

Our expert team has decades of experience in building and implementing the most beneficial tax and financial strategies. Foley & Giolitto is a professional CPA consulting firm offering elite tax and financial planning expertise and knowledge to clients in the areas of Scottsdale, Phoenix metro, and around the valley.

Most CPA firms offer little to no helpful guidance outside of tax season. We believe we have a better way of doing things, where we provide guidance throughout the entire year to optimize each and every one of our client’s business and personal tax situations, on a customized basis.

Our unique experience in dealing with taxes and finances in all 50 U.S. states plus several international jurisdictions allows us to navigate even the most complex financial situations.