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Tax Preparation in Surprise, AZ

Tax Preparation in Surprise, AZ

Also Serving Scottsdale, AZ

Are you concerned about budgeting, saving for college, retirement or another goal? Do you need help understanding your investments, minimizing your taxes or managing your debt? Let us help you address the issues that keep you up at night.

Tax Services Approach

At Monheit Frisch CPAs PLC, our tax professionals have years of combined experience assisting individuals in the valley with their unique financial objectives. Our clients benefit from multiple connections throughout the year with their CPA. With a proactive approach, paired with a keen eye for detail, our CPAs make every interaction count.

Proper planning allows the most tedious obligations to become more than just an item on the checklist of your growth and profitability. Your tax return is only one component of a much larger picture. At Monheit Frisch CPAs PLC, we dive deep, working as a team to educate our clients. Through our year-round service approach, we’re able to provide advice to help minimize your tax liabilities, identify opportunities, and understand your finances today, as well as for the future.

Since 1971, we have been helping our clients make sense of the complex and shifting Federal and State tax law, ensuring they never miss a deadline or opportunity. Our individual tax services include:

  • Tax Preparation and Planning
  • Estates and Trust
  • IRS Representation
  • Multi-Family Office
  • Retirement Planning

When you work with our experienced tax team, you’ll receive strategic tax planning and preparation tailored to your specific circumstances. As a provider of wealth management services, you will benefit from our global perspective and our ability to identify opportunities that others may miss. We can review your financial situation and develop thoughtful strategies to minimize your tax liability and help you meet your financial goals.

If you’re looking for a firm that provides individual tax services and has a relationship focus, we’re ready to help. Contact Gary Frisch today to find out how committed we are to helping our clients understand their tax services and financial lives.

We have two locations for your convenience:

 

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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