Tax preparation and IRS help in Peoria, Arizona
Brad Segal is a federally licensed Enrolled Agent working with Peoria individuals, families, and small businesses — by phone, by video, or in person when you'd rather sit down together.
Tax work for Peoria
Peoria has a deep bench of small landlords — people who kept the first house when they bought the second, or who have quietly assembled three or four doors over a decade. Returns with rental properties are where small mistakes compound the longest.
Depreciation you did not take still gets recaptured when you sell. That is the kind of thing worth catching early.
Serving Peoria, AZ 85345
Who I work with in Peoria
Small landlords
Schedule E done right: basis, improvements versus repairs, depreciation, and passive-loss carryforwards tracked year over year.
Short-term rental owners
The material participation rules, occupancy taxes, and why a short-term rental sometimes is not a rental at all for tax purposes.
Households with equity comp
RSUs, ESPP, and option exercises where the brokerage 1099-B basis is frequently wrong and quietly overstates your gain.
Peoria questions
Is a new roof a repair or an improvement?
Almost always an improvement, which means it is depreciated rather than deducted in one year. The repair-versus-improvement line is one of the most commonly misapplied rules in rental taxation.
I never claimed depreciation on my rental. Can I fix it?
Yes, usually through a change in accounting method rather than amended returns. Worth fixing — the IRS recaptures depreciation you were allowed to take whether or not you actually took it.
Do I owe tax on my Airbnb income?
Yes, and how it is reported depends on the average stay and what services you provide. Some short-term rentals land on Schedule C with self-employment tax attached.
More answers on the FAQ page.
Let's talk about your taxes.
Peoria clients get the same thing everyone does: a free first conversation and a straight answer about what your situation involves.