Businesses from start-ups to established entities rely on accurate and insightful financial information in order to achieve profitability and take advantage of new opportunities.
We provide both individual and business clients with highly skilled tax knowledge and research utilizing professional education and constantly updated software to provide the very best outcomes.
Sara Ivester, CPA, PLLC can assist clients with a full range of tax planning and preparation decisions with expertise and thorough research to take full advantage of current and upcoming legislation.
Our staff is experienced in the preparation requirements for not-for-profit entities.
Our goal is to assist individuals in negotiating the complex nature of the tax laws and minimizing the tax liability
Our staff can assist you with the very necessary record keeping that is so essential to your success. We will organize these day-to-day tasks so that you can concentrate on your enterprise.
Choosing your business entity has a significant impact on your business taxes and liabilities. We can advise you on your initial choice and/or assist you in restructuring your entity later.
We are experienced in the unique expertise and knowledge required in preparing tax returns for Arizona water utility companies.
Like many industries, the restaurant industry has special needs and circumstances. Sara Ivester, CPA, PLLC is well versed in the accounting needs of this distinctive industry.
Provide us with your tax or financial documents. These can be delivered in person, by mail or email. If you already have a portal account you can upload your documents to our secure portal using the link at the top of the page. At your request, we are available for in person meetings to go through your documents with you.
Once we have received the majority of your documents, your return will be established in our queue and we will begin preparing your return. If we have questions or feel that you are missing items we will contact you.
Once the return is prepared, the return will be reviewed for omissions, errors or potential credits.
Once the return is reviewed, it will be assembled and delivered to you. We offer a variety of delivery methods such in person pickup, mail or through the secure portal. At your request we are available for in person meetings to go through your return with you.
Unless you request otherwise, the return will be electronically filed. You will sign the electronic filing authorization forms included with your assembled return. Once you have signed the authorization forms, we will file your return electronically.
