A Advantage Tax and Financial Services is owned and operated by J. Daniel Smith. Mr. Smith has a degree in finance from Northern Arizona University, and has been involved in the financial services industry since 1981.
Primarily a tax based financial consultant, his resume includes property casualty insurance licenses, life and health insurance products, and registeration with FINRA as a registered Investment Advisor. Additionally he has affiliated contacts with firms and individuals specializing in Section 125 cafeteria plans, medical savings accounts, and attorneys who are involved in the estate planning and other legal business matters.
Our services are charged at an hourly fee of $150.00/hour or by a prearranged billing schedule. Our basic fees for income tax preparation start at $140 for the simplest return. Our average fee is around $225.00. This could be a return with two wage earners, children under age 17, and itemizing on Schedule A. Our tax preparation fee includes electronic filing, as well as preparation of your Arizona tax return. The hourly rate for bookkeeping services is $55.00/hour. For a more exact fee quote, please call 602-995-2100.
As a client of A-Advantage Tax and Financial Services we encourage you to visit with us at least once a year for tax planning. This meeting will be charged at our hourly rate, but we will credit the fee against your future year tax preparation fee. This is an excellent way to strategize your tax obligations prior to actually filing your return. Usually it will pay much bigger dividends then the nominal fee we charge for this meeting.
Referrals are always appreciated and we pride ourselves on offering a 10% referral discount to those folks who come to us. As well as we will send the referring party a $10.00 bill for their thoughtfulness.
But keep in mind-it is taxable!
You can reach us at 602-995-2100 or email us.