• Address the Client’s Needs & Desires
• Forecast the Effect of Future Events
• Base the Plan on Sound Legal Advice
• Consider Maximum Risk Exposure
• Consider the Effect of Timing

Call (602) 955-0020 Today!

Jacobsen & Wachterhauser, PLC offers tax planning and consulting services that involves the process of structuring our client’s affairs so as to minimize their tax liability and maximize their tax return. In other words, our goal is not to just have our clients pay the least amount of tax, but to capitalize on after-tax cash flows.

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 (i.e. the disallowing of the tax plan by the IRS and the economic impact it will have on the client), (x) considering the effect of timing (i.e. such as a tax credit or law which makes in more beneficial to take a deduction in one year as opposed to another).

We are always available to assist you. Our offices are conveniently located in the Camelback area, to schedule a consultation, click here to contact us.

Click here to learn more about tax planning and the process of reducing your tax liability.

• Income Statements
• Balance Sheets
• Cash Flow Statements
• Statement of Retained Earnings
• Specialized in Arizona Small Businesses

Call (602) 955-0020 Today!

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 position.

We are always available to assist you. Our offices are conveniently located in the Camelback area, to schedule a consultation, click here to contact us.

Click here to learn more about financial statement preparation in Arizona.

• State & Federal Income Tax Services
• Individual Income Tax Returns
• Corporate Income Tax Returns
• Small Business Income Tax Preparation
• Specialized in Professional Service Firms

Call (602) 955-0020 Today!

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, to schedule a consultation, click here to contact us.

Click here to learn more about Arizona income tax laws and statutes that may affect you.