Tax preparation and IRS help in Litchfield Park, Arizona
Brad Segal is a federally licensed Enrolled Agent working with Litchfield Park individuals, families, and small businesses — by phone, by video, or in person when you'd rather sit down together.
Tax work for Litchfield Park
Litchfield Park is a smaller, more established community than the cities around it, and the tax work reflects that — retirement income, long-held property, professional practices, and families thinking a generation ahead rather than a quarter ahead.
It is a short drive from Buckeye, and the kind of work that benefits most from talking to the same person every year instead of whoever is available at a chain office.
Serving Litchfield Park, AZ 85340
Who I work with in Litchfield Park
Retirees and pre-retirees
Social Security taxation, pension and IRA distributions, required minimum distributions, and Roth conversion timing that does not accidentally spike a Medicare premium.
Professional practices
Solo attorneys, physicians, dentists, and consultants with an entity, a retirement plan, and quarterly estimates to manage.
Long-time property owners
Homes and land held for decades, where basis, improvements, and capital gains planning matter more than the current year deduction.
Litchfield Park questions
How much of my Social Security is taxable?
Anywhere from none of it to 85%, depending on your other income. It is one of the more controllable numbers in retirement, which is exactly why the planning conversation is worth having before December.
Should I do a Roth conversion this year?
Sometimes. It depends on your bracket now versus later, whether it pushes you into IRMAA territory for Medicare, and what else is happening this year. We model it rather than guess.
Do you handle trust and estate returns?
I prepare individual and business returns and coordinate with your attorney on estate matters. If a filing falls outside what I handle, I will tell you plainly rather than learn on your dime.
More answers on the FAQ page.
Let's talk about your taxes.
Litchfield Park clients get the same thing everyone does: a free first conversation and a straight answer about what your situation involves.