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Tax Preparation and Planning

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Take the stress out of tax time.

Tax Preparation and Planning

Steven M. Vogt, CPA, EA has the expertise to provide you with the services that you need.  Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

Our income tax return preparation process is designed to relieve you of the stress that typically comes with preparing your own tax return.  We accomplish this with our friendly client-oriented system:

  1. Please call as soon as possible to schedule an appointment.  You don’t have to wait until you have all of your tax forms.  You can call us as early as December to schedule an appointment for February or March.  Doing so will make it more likely that you will get the date/time you want.
  2. Print the desired tax organizer from our website ( www.taxtip.net ).
  3. If you prefer not meeting with someone when dropping off your tax documents and your situation is straightforward, you can use our Express Drop-Off / Pick-Up Service.  No appointment is needed – you just hand your tax documents and tax organizer to our receptionist.  Your tax return will be ready two weeks later.  You can pick it up any time after that without an appointment.
  4. NEW Service Offered : Electronic Service - you may upload all tax documents to our secure portal . We will call for the initial appointment (if necessary). When the return is complete we will send an invoice. Once payment is received then your return will be sent electronically through DocuSign for signatures.
  5. If you prefer meeting with one of our qualified staff members when dropping off your tax documents, we will meet with you to make sure you are not missing any tax deductions or credits.  Your tax return will be ready two weeks later.
  6. We offer an electronic service.  Send us an email stating you would like to prepare your return electronically and we will get you set up. Prepare your return from the comfort of your home and finish with an electronic signature.
  7. Our service doesn’t stop when you pick up your tax return. If you have any questions throughout the year, we are available to answer your questions. You can either call us or send us an e-mail with your question to admin@stevevogtcpas.com .

This office provides many services, including the following:

  • Individual Tax Preparation
  • Business Tax Return Preparation 
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups
  • Full-Service Accounting

Thank you for allowing us to be of service.

'); mywindow.document.write(data); mywindow.document.write(' '); mywindow.document.close(); // necessary for IE >= 10 mywindow.focus(); // necessary for IE >= 10 mywindow.print(); mywindow.close(); return true; } function quote_standard() { var miscellaneous=0; var formName = document.ioq; $('#print').show(); /* START GLOBAL VARIABLES ***************************************************************************/ // Federal var form1040 = Math.round(120*1.3); var form1040A = Math.round(100*1.3); var form1040EZ = Math.round(60*1.3); var form1040X = Math.round(200*1.3); // State var form140AZ = Math.round(70*1.3); var form140AZPY = Math.round(90*1.3); var form140X = Math.round(90*1.3); var otherStateIncomeTax = Math.round(80*1.3); // Income var w2 = Math.round(10*1.5); var form1099R = Math.round(10*1.3); var k1 = Math.round(40*1.3); // Schedules var scheduleA = Math.round(110*1.3); var scheduleB = Math.round(20*1.3); var scheduleC = Math.round(120*1.3); var scheduleD = Math.round(40*1.3); var scheduleE = Math.round(200); var scheduleF = Math.round(100*1.3); var scheduleH = Math.round(100*1.3); var scheduleL = Math.round(20*1.3); var scheduleM = Math.round(20*1.3); // Forms var form982 = Math.round(80*1.3); var form2106 = Math.round(50*1.3); var form2441 = Math.round(40*1.3); var form4137 = Math.round(40*1.3); var form4562 = Math.round(30*1.3); var form4684 = Math.round(50*1.3); var form4797 = Math.round(140*1.3); var form5405 = Math.round(80*1.3); var form5695 = Math.round(80); var form6252 = Math.round(80*1.3); var form8283 = Math.round(40); var form8379 = Math.round(40*1.3); var form8396 = Math.round(30*1.3); var form8606 = Math.round(30*1.3); var form8824 = Math.round(150*1.3); var form8829 = Math.round(130); var form8863 = Math.round(50*1.3); // Income documents var incomeDocuments = Math.round(60); var incomeDocumentsAnswer = "Yes"; /* CALCULATES QUESTIONS NUMBER 2 ********************************************************************/ if (formName.DoYouHaveAMortgage_0.checked == true) { var doYouHaveAMortgage = 230; var doYouHaveAMortgageAnswer = "Yes"; } else { var doYouHaveAMortgage = 130; var doYouHaveAMortgageAnswer = "No" } /* CALCULATES QUESTIONS NUMBER 3 ********************************************************************/ if (formName.W2_0.checked == true) { var w2 = parseInt(w2) * parseInt(formName.W2_0_yes.value); var w2Answer = "Yes"; } else { var w2 = 0; var w2Answer = "No"; } /* CALCULATES QUESTIONS NUMBER 4 ********************************************************************/ if (formName.SelfEmployed_0.checked == true) { var selfEmployed = 170 * parseInt(formName.SelfEmployed_0_yes.value); var selfEmployedAnswer = "Yes"; } else { var selfEmployed = 0; var selfEmployedAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 5 ********************************************************************/ if (formName.DidYouLiveOutsideOfArizona_0.checked == true) { var didYouLiveOutsideOfArizona = parseInt(formName.DidYouLiveOutsideOfArizona_0_yes.value * 190); //didYouLiveOutsideOfArizona=Math.round(didYouLiveOutsideOfArizona*1.3); var didYouLiveOutsideOfArizonaAnswer = formName.DidYouLiveOutsideOfArizona_0_yes.value; } else { var didYouLiveOutsideOfArizona = 100; didYouLiveOutsideOfArizona=Math.round(didYouLiveOutsideOfArizona*1.3); var didYouLiveOutsideOfArizonaAnswer = 1; } /* CALCULATES QUESTIONS NUMBER 6 ********************************************************************/ if (formName.DidYouSellInvestments_0.checked == true) { // alert("Your fees could vary significantly depending upon the number and type of transactions. We can give you a firm quote when we meet. This quote is an estimate."); // Captures the quantity value of the drop down and multiplies it times the price. var didYouSellInvestments = (parseInt(formName.ScheduleD.value) * 5) + 50; if (parseInt(formName.ScheduleD.value) > 40) { didYouSellInvestments=didYouSellInvestments+((parseInt(scheduleD)-40)*3); } didYouSellInvestments=Math.round(didYouSellInvestments*1.3); var didYouSellInvestmentsAnswer = "Yes"; } else { var didYouSellInvestments = 0; var didYouSellInvestmentsAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 7 ********************************************************************/ if (formName.DidYouOwnRentalProperty_0.checked == true) { // Captures the quantity value of the drop down and multiplies it times the price. var didYouOwnRentalProperty = parseInt(scheduleE) * parseInt(formName.ScheduleEOwn.value); var didYouOwnRentalPropertyAnswer = "Yes"; } else { var didYouOwnRentalProperty = 0; var didYouOwnRentalPropertyAnswer = "No"; } if (formName.DidYouSellRentalProperty_0.checked == true) { // Captures the quantity value of the drop down and multiplies it times the price. var didYouSellRentalProperty = 250 * parseInt(formName.ScheduleESell.value); var didYouSellRentalPropertyAnswer = "Yes"; } else { var didYouSellRentalProperty = 0; var didYouSellRentalPropertyAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 9 ********************************************************************/ if (formName.ChildCare_0.checked == true) { var childCare = parseInt(form2441); var childCareAnswer = "Yes"; } else { var childCare = 0; var childCareAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 11 ********************************************************************/ if (formName.EnergyCredit_0.checked == true) { var energyCredit = parseInt(form5695) * parseInt(formName.EnergyCredit.value); var energyCreditAnswer = "Yes"; } else { var energyCredit = 0; var energyCreditAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 12 ********************************************************************/ if (formName.DonateNonCash_0.checked == true) { var donateNonCash = parseInt(form8283); var donateNonCashAnswer = "Yes"; } else { var donateNonCash = 0; var donateNonCashAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 13 ********************************************************************/ if (formName.BusinessUseOfHome_0.checked == true) { var businessUseOfHome = parseInt(form8829) + ((parseInt(formName.BusinessUseOfHome_0_yes.value) * 80) - 80); var businessUseOfHomeAnswer = "Yes"; } else { var businessUseOfHome = 0; var businessUseOfHomeAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 14 ********************************************************************/ if (formName.BusinessUseOfHome_0.checked == true) { var businessUseOfHome = parseInt(form8829) * parseInt(formName.BusinessUseOfHome_0_yes.value); var businessUseOfHomeAnswer = "Yes"; } else { var businessUseOfHome = 0; var businessUseOfHomeAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 15 ********************************************************************/ if (formName.CollegeTuition_0.checked == true) { var collegeTuition = parseInt(form8863) * parseInt(formName.Tuition_0_yes.value); var collegeTuitionAnswer = "Yes"; } else { var collegeTuition = 0; var collegeTuitionAnswer = "No"; } /* CALCULATES QUESTIONS NUMBER 16 ********************************************************************/ if (formName.IncomeDocuments_0.checked == true) { var incomeDocuments = parseInt(incomeDocuments); var incomeDocumentsAnswer = "Yes"; } else { var incomeDocuments = 0; var incomeDocumentsAnswer = "No"; } // Calculate the subtotal var subtotal = parseInt(doYouHaveAMortgage + w2 + selfEmployed + didYouLiveOutsideOfArizona + didYouSellInvestments + didYouOwnRentalProperty + didYouSellRentalProperty + childCare + energyCredit + donateNonCash + businessUseOfHome + collegeTuition + incomeDocuments); // create answer text var doYouHaveAMortgageAnswer = "2. Mortgage? " + doYouHaveAMortgageAnswer + " $" + doYouHaveAMortgage; var w2Answer = "3. W-2, 1099-R, SSA-1099, K-1 forms? " + w2Answer + " $" + w2; var selfEmployedAnswer = "4. Self-Employed? " + selfEmployedAnswer + " $" + selfEmployed; var didYouLiveOutsideOfArizonaAnswer = "5. State Returns: " + didYouLiveOutsideOfArizonaAnswer + " $" + didYouLiveOutsideOfArizona; var didYouSellInvestmentsAnswer = "6. Sold Investments? " + didYouSellInvestmentsAnswer + " $" + didYouSellInvestments; var didYouOwnRentalPropertyAnswer = "7a. Owned Rental Property? " + didYouOwnRentalPropertyAnswer + " $" + didYouOwnRentalProperty; var didYouSellRentalPropertyAnswer = "7b. Sold Rental Property? " + didYouSellRentalPropertyAnswer + " $" + didYouSellRentalProperty; var childCareAnswer = "8. Child Care? " + childCareAnswer + " $" + childCare; var energyCreditAnswer = "9. Energy Credit? " + energyCreditAnswer + " $" + energyCredit; var donateNonCashAnswer = "10. Donated more than $500? " + donateNonCashAnswer + " $" + donateNonCash; var businessUseOfHomeAnswer = "11. Business-use-of-home? " + businessUseOfHomeAnswer + " $" + businessUseOfHome; var collegeTuitionAnswer = "12. College Tuition? " + collegeTuitionAnswer + " $" + collegeTuition; var incomeDocumentsAnswer = "13. Earned Income Credit " + incomeDocumentsAnswer + " $" + incomeDocuments; // Check if existing client box is checked if (formName.ExistingClient_0.checked == true) { var existingClientAnswer = "1. Existing client? Yes"; var discount = parseInt(subtotal * .10); } else { var existingClientAnswer = "1. Existing client? No"; var discount = parseInt(subtotal * .20); } // Dependent discount check if (formName.DependentDiscount_0.checked == true) { var dependentDiscount = parseInt(subtotal * .5); var dependentDiscountText = "
Dependent Discount: -$"+ dependentDiscount; } else { var dependentDiscount = 0; var dependentDiscountText = ""; } var breakdown = existingClientAnswer + "
" + doYouHaveAMortgageAnswer + "
" + w2Answer + "
" + selfEmployedAnswer + "
" + didYouLiveOutsideOfArizonaAnswer + "
" + didYouSellInvestmentsAnswer + "
" + didYouOwnRentalPropertyAnswer + "
" + didYouSellRentalPropertyAnswer + "
" + childCareAnswer + "
" + energyCreditAnswer + "
" + donateNonCashAnswer + "
" + businessUseOfHomeAnswer + "
" + collegeTuitionAnswer + "
" + incomeDocumentsAnswer; var quote = breakdown + "
--------------------
Subtotal: $" + parseInt(subtotal) + "
Discount: -$" + parseInt(discount) + dependentDiscountText + "
--------------------
Total Only $" + parseInt(subtotal - discount - dependentDiscount + miscellaneous) + "! "; document.getElementById('quotearea').innerHTML=quote+'

If you have other transactions not mentioned above, your fees will be higher. This quote is an estimate. Please print this quote and bring it with you to your appointment. You must have a completed tax organizer to get the discount.'; return false; }