Tax preparation and IRS help in Surprise, Arizona
Brad Segal is a federally licensed Enrolled Agent working with Surprise individuals, families, and small businesses, by phone, by video, or in person when you'd rather sit down together.
Tax work for Surprise
Surprise is two cities at once: retirement communities on one side and new families and small businesses on the other. The tax questions split the same way: distributions and Medicare thresholds for one group, first-year business filings and childcare credits for the other.
Both get the same thing from me: one person who knows the file, available year-round rather than for six weeks in the spring.
Serving Surprise, AZ 85374
Who I work with in Surprise
Retirement households
RMDs, pension and annuity income, Social Security taxation, and coordinating withdrawals so a good year does not create an expensive one.
New and growing small businesses
First-year filings, entity selection, quarterly estimates, and getting bookkeeping into a shape that makes filing routine.
Families and W-2 households
Child tax credit, dependent care, education credits, and 1099 side income that shows up for the first time.
Surprise questions
I just started taking distributions. How much should I withhold?
It depends on your total income, filing status, and whether you have other withholding. We can set it so you neither owe in April nor hand the IRS an interest-free loan all year. More on tax planning →
I started a business this year. When do I need to worry about taxes?
Now, ideally. Entity choice, an EIN, a separate bank account, and a plan for estimated payments in the first year prevent most of the expensive problems in year two. More on tax consulting →
I have 1099 income for the first time. What do I owe?
Income tax plus self-employment tax of roughly 15.3%, which is the part that surprises people. We figure out the quarterly number so April is not a shock. More on tax planning →
More answers on the FAQ page.
Let's talk about your taxes.
Surprise clients get the same thing everyone does: a free first conversation and a straight answer about what your situation involves.