WHAT WE DO.
We also specialize in fiduciary tax preparation. Our experienced tax advisors prepare returns for probate estates, simple and complex trusts, charitable remainder annuity and unitrusts. We apply our robust financial knowledge of wealth transfer and other surrounding tax issues in this area.
Have a Question?We welcome an opportunity to learn more about you, your passions and your goals.
Professional ServiceWhen going through tax codes for individuals it can provide the same intricacy as corporate tax code. We can help the person filing a 1040-EZ to a complex multiple state return. We excel at identifying opportunities for our clients to potentially save money and also stay compliant.
Local and IndependentWealthnest has served the Chandler, Ahwatukee and Phoenix Valley, for over the last 20 years. We are a local Arizona business and are independently owned we pride ourselves on being devoid of ANY corporate agenda.
Year-Round AvailabiltyUnlike the pleasant "strip mall" tax preparer who is paid by the hour and will get the job done. If you receive the dreaded IRS letter or possibly forgot something on your return we are here year-round same building same address. Sell a house? Receive and inheritance? You'll be able to reach your direct advisor with any questions you may have.