Tax Advisory Services for Tempe, AZ Businesses and Individuals
LBS Tax provides experienced tax professionals in Tempe, AZ, helping business owners, families, homeowners, real estate professionals, and individuals make informed financial decisions. With more than 20 years of experience and an Enrolled Agent credential earned in 2007, LBS Tax focuses on year-round guidance—not just tax-season preparation.
For clients navigating Tempe’s growing business community, changing income situations, real estate activity, or complex financial records, proactive tax planning can help create greater clarity and peace of mind.
Strategic Tax Guidance Built Around Your Financial Position
Tax decisions often connect directly to bookkeeping, accounting, payroll, cash management, and long-term financial strategy. LBS Tax takes a relationship-based approach, working with clients to monitor their financial status and plan for the future.
Services can include:
- Tax Planning: Identify potential tax liability issues and plan rather than waiting until Tax Returns are due.
- Tax Preparation: Organize financial information and prepare individual and Business Taxes with attention to accuracy and completeness.
- Accounting and Bookkeeping Services: Maintain organized financial records, track accounts payable and accounts receivable, and improve visibility into the business’s financial position.
- Financial Reporting: Develop useful financial reports and financial statements that can support informed business decisions.
- Business Tax Planning: Help small businesses evaluate tax considerations as they make operational, investment, and growth decisions.
- Payroll Solutions: Support businesses with payroll-related accounting and financial management needs.
- IRS Payment Plans: Assist taxpayers who need to address outstanding IRS obligations and explore available payment arrangements.
- Fractional CFO Support: Provide higher-level financial strategy and guidance for businesses that need experienced financial management without a full-time CFO.
Why Tempe Clients Work With LBS Tax
LBS Tax brings more than two decades of experience to tax and accounting relationships. The firm’s president has been a Licensed Enrolled Agent since 2007, providing specialized knowledge related to federal taxation and IRS matters.
Professional involvement also extends beyond client engagements. The president currently serves as President of the Metropolitan Association of Business Executives (MABE) and Treasurer for Shade Tree Academy, and previously served as Secretary & Treasurer of the Arizona Chapter of the National Association of Tax Professionals.
For clients throughout Tempe—from the neighborhoods around Downtown Tempe and Mill Avenue to areas near Arizona State University and Tempe Marketplace—the goal is straightforward: provide peace of mind through communication, planning, and year-round support.
Practical Tax Support for Tempe Businesses and Families
Tempe combines a major university presence, established residential communities, professional services, technology businesses, and a diverse small-business environment. That mix can create very different accounting and tax needs.
A homeowner may need help understanding individual tax considerations. A real estate professional may need assistance organizing financial data and evaluating the tax implications of property activity. A small-business owner may need bookkeeping, payroll, financial reporting, and tax planning working together rather than handled separately.
LBS Tax remains available throughout the year to answer tax questions and help clients stay prepared as their financial circumstances change.
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Tax Advisor FAQs
The cost of tax advisory services in Tempe, AZ varies according to the complexity of the client’s financial situation and the type of support required. A straightforward individual tax return generally requires a different level of work than ongoing Business Taxes, bookkeeping, payroll, financial reporting, or IRS-related assistance.
For a business owner in Downtown Tempe, near Mill Avenue, or elsewhere in the city, the appropriate service may depend on the number of transactions, business structure, financial records, payroll requirements, and whether year-round tax planning is needed. Real estate professionals may also have different needs because property transactions and investment activity can introduce additional financial information to consider.
Rather than relying on a generic price, clients can discuss their circumstances directly with LBS Tax. A consultation can help identify whether they need tax preparation, accounting services, Bookkeeping Services, tax planning, or a broader financial strategy. LBS Tax also offers a free consultation, providing an opportunity to discuss the situation before determining the appropriate scope of work.
Yes. Tax advisory work can extend well beyond preparing and filing Tax Returns. For a small business in Tempe, accounting records, financial statements, payroll, cash management, and tax planning can all influence day-to-day business decisions.
For example, organized financial records can make it easier to understand revenue and expenses, while financial reporting can provide insight into the company’s financial position. Business owners may also need help evaluating tax liability throughout the year instead of discovering an unexpected obligation during tax season.
LBS Tax can combine accounting services with Business Tax planning, bookkeeping, payroll solutions, and financial reporting based on the company’s needs. This can be particularly useful for businesses operating near Tempe’s commercial corridors, Downtown Tempe, or the ASU area where business activity and operating requirements can vary considerably.
The objective is not simply to produce financial reports. LBS Tax works with clients to understand their financial information and use it as part of a broader financial strategy.
Waiting until tax season can limit the amount of time available to address planning opportunities or correct incomplete financial records. Meeting with a tax advisor earlier can give individuals and business owners more time to organize financial data, review potential tax liability, and make informed decisions.
For Tempe clients, the appropriate timing depends on circumstances. A business owner experiencing significant revenue changes, hiring employees, acquiring capital assets, or making major business decisions may benefit from discussing the situation before the transaction occurs. Real estate professionals and homeowners may likewise want advice before significant property-related financial activity.
LBS Tax assists all year round, allowing clients to raise tax questions outside the traditional filing season. This ongoing approach can also support tax-season readiness by keeping financial records and relevant information more organized throughout the year.
LBS Tax can assist taxpayers who need help addressing IRS obligations, including situations where an IRS Payment Plan may need to be considered. The appropriate approach depends on the taxpayer’s circumstances, the amount owed, filing status, and applicable IRS requirements.
Someone who has received an IRS notice should generally avoid ignoring it. Gathering the relevant tax returns, notices, payment history, and financial information can help a tax professional understand the situation before discussing available options.
For Tempe, AZ individuals and business owners dealing with outstanding federal tax obligations, LBS Tax can provide professional guidance as part of its broader tax services. The firm’s Enrolled Agent credential and experience with tax matters provide a foundation for helping clients navigate IRS-related questions while keeping the process focused on clear communication and practical next steps.
Start a Year-Round Tax Planning Conversation
Whether you need individual tax assistance, Business Taxes, bookkeeping, accounting services, or ongoing financial strategy, LBS Tax serves clients in Tempe, AZ, with year-round support. Contact LBS Tax to schedule a consultation and discuss the tax or accounting needs affecting your financial future.