The Most Wonderful Time of the Year!

The year is ending, and the tax filing season is on the horizon. Whether you’re a business owner, an employee, or a retiree, there are opportunities available to you within the tax code that may be beneficial in helping you achieve your goals. Have you considered any of the following?

·        Charitable giving of appreciated assets

·        529 Plan Contributions for a loved one’s future education

·        The benefit of making a charitable contribution with your RMD

·        Conversions to a Roth IRA account for fully tax-exempt distributions in retirement

·        Self-employed Retirement Contributions

·        Bonus Calculations

·        Establishing an office in home

·        Gifting, without giving (to the IRS)

Each taxpayer is unique and needs planning strategy that accounts for those unique goals.

At AZLA, your success is our business. We dedicate ourselves to your needs.

Our full-service accounting firm is large enough to provide first-class professional service,

but small enough to spend the necessary time

to understand our clients’ needs and personalized, individual service.