Phoenix Tax Preparation and Planning

Today’s plan for your future

Spending too much time on your taxes?

We’ll work with you to develop a tax planning strategy that matches your taxes to your working financial plan.

Our Phoenix tax preparation team at Meikle Financial Group can help minimize your tax burden while pursuing your overall financial goals. By proactively working together when you make major financial decisions, we can help you determine the best tax strategies to pursue your financial objectives. Our advisors are trained and experienced in the opportunities available to high-net-worth individuals and businesses, and the specific challenges they face.

 Most personal, financial, and business decisions have tax consequences. Understanding the details, regulations and tax implications of financial and legal decisions can be daunting and overwhelming.

Don’t go it alone!  

Take some of the stress out of tax season by letting us prepare your return.  We’ll strive to make sure you get every credit and deduction you have coming to you.


We have been filing income tax returns for our clients since 1986. We have the experience and tools to make sure that your taxes are the lowest they can legally be.

Audit Support 

If you get a communication from the IRS or your state, we’ll work with you to get through the audit.  We don’t charge extra for this service if we prepared the return.

Year Around Support 

We are here throughout the year, not just during tax season.  If you have a question or concern, you’ll be able to talk to your preparer any time of the year.

Protect Yourself This Tax Season

With the continuation of phone and email scams, we wanted to make sure you were protected not only this tax season, but throughout the year.  Here is some quick information to help you stay safe:

The IRS will never:

· Call to demand immediate payment, nor will the agency call about taxes owed without first having mailed you a bill.

· Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.

· Require you to use a specific payment method for your taxes, such as a prepaid debit card.

· Ask for credit or debit card numbers over the phone.

· Threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.

If you get a phone call from someone claiming to be from the IRS and asking for money, here’s what you should do:

If you don’t owe taxes, or have no reason to think that you do:

· Do not give out any information. Hang up immediately.

· Contact TIGTA to report the call. Use their “IRS Impersonation Scam Reporting” web page. You can also call 800-366-4484.

· Report it to the Federal Trade Commission. Use the “FTC Complaint Assistant” on Please add “IRS Telephone Scam” in the notes.

If you know you owe, or think you may owe tax:

· Call the IRS at 800-829-1040. IRS workers can help you.

Stay alert to scams that use the IRS as a lure. Tax scams can happen any time of year, not just at tax time. For more, visit “Tax Scams and Consumer Alerts” on

To read the full article from the IRS please click here.

Call us for your consultation today at 623.869.7222