Tax Planning Services

We closely follow reliable and proven tax planning principles, including (i) shaping the plan to the client’s needs and desires, (ii) keeping sufficient records, (iii) forecasting the effect of future events, basing the plan on sound legal advice, (iv) supporting the plan with a sound business purpose, (v) not carrying a good plan too far, (vi) making the plan flexible, (vii) integrating the tax plan with other factors in decision making, (viii) conducting research to learn whether a similar plan has previously proved unsuccessful (i.e. a prior court case with similar circumstances where a decision may have been in favor of the IRS’s position), (ix) considering the maximum risk exposure to the client...

Financial Statement Preparation

Jacobsen & Wachterhauser, PLC is dedicated to providing corporations and small business owners with accurate financial statement preparation and analysis services. We prepare all forms of financial statements for Arizona businesses, including all standard documents, such as income statements, cash flow statements, balance sheets, and statements of retained earnings. Financial statement preparation is conducted by a CPA and we guarantee the highest quality of work to ensure an accurate and precise representation of your financial...

Income Tax Preparation

Jacobsen & Wachterhauser, PLC offers you fast and accurate federal and state income tax preparation services. Our friendly and knowledgeable Arizona income tax professionals make customer service a top priority, guaranteeing client satisfaction. We can get your income tax refund processed and returned to you faster via e-filing. Our standard income tax returns, prepared by CPAs, are more precise and even cost less than similar services offered by national tax preparation companies, such as Liberty Tax or H&R Block. We are always available to assist you. Our offices are conveniently located in the Camelback area, contact us to schedule a consultation...