Individual Tax Preparation
Every return is reviewed by an Enrolled Agent before filing.
Books that finally balance.
Right Choice Tax & Accounting pairs Enrolled Agent-level expertise with fractional CFO thinking, so your books balance and your business moves forward.
From filing to forecasting, one team handles the full financial picture.
Every return is reviewed by an Enrolled Agent before filing.
You book a free consultation, send your books through the secure client portal, review the finished return, and we file it.
Onboarding connects your bank feeds and QuickBooks, and you have a direct line to your bookkeeper.
Your payroll records flow into your books, so everything stays in one place.
You leave the session with a clear picture of your options and what to do next.
We review your notice and records, explain your options, and represent you so you do not handle the correspondence alone.
Not sure which service fits? Start with a free consultation.
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With 17+ years in corporate financial leadership, including a tenure as CFO of a small tech company, Kara founded Right Choice to bring big-company financial discipline to small businesses and individuals across the Phoenix metro area.
She's guided hundreds of clients through everything from first-time filings to complex IRS resolutions, always with the same standard: integrity first.
Areas we serve: Gilbert, Mesa, Chandler, Queen Creek, San Tan Valley, Tempe, Scottsdale and Phoenix. See all areas
A rough estimate of your next quarterly payment, built for a fast gut-check, not a filing.
What prospective clients usually ask before the first call.
Personal tax returns start at $350 and business returns start at $500. An Enrolled Agent reviews every return before it is filed, and you will know your exact fee before any work is billed. See individual tax preparation and business tax preparation for details.
Bring last year's return, your income forms (W-2s, 1099s), forms for the deductions and credits you plan to claim, records of estimated tax payments, and photo ID and Social Security numbers (or ITINs) for everyone on the return. If you are missing something, send what you have and we will tell you what else is needed. Documents go through the secure client portal, not email attachments. The full checklist is on the individual tax preparation page.
Bring your profit and loss statement and balance sheet (or access to your accounting file), bank and credit card statements for every business account, last year's returns and entity documents such as your EIN letter, payroll reports and 1099s, records of large purchases, and estimated tax payments. Clean, current books make the process faster. The full checklist is on the business tax preparation page.
Read it carefully, note any response deadline printed on it, keep the original, and gather the related records. Then contact us for a free consultation before you reply. Kara Larkin, EA, is authorized to represent you before the IRS in any state, and IRS audit advisory and representation is billed at $175 per hour.
A CPA is licensed at the state level for broad accounting work, including audits. An Enrolled Agent is federally authorized by the IRS, focuses only on tax, is valid in every state, and has unlimited representation rights before the IRS. CPAs can perform audits and reviews of financial statements, which Enrolled Agents cannot. Read the full comparison in Enrolled Agent vs. CPA: Which Do You Need?.
Yes. Right Choice is based in Gilbert, AZ and serves Gilbert, Mesa, Chandler, Queen Creek, San Tan Valley, Tempe, Scottsdale and Phoenix. We meet in person by appointment at designated meeting locations in Gilbert, Mesa, Tempe and Phoenix, at your home or place of business by arrangement, and by phone and video for everyone else. We also work with clients remotely in every state through a secure client portal and video calls.
Yes. Most bookkeeping and CFO engagements run entirely remote through secure document sharing and cloud accounting software. In-person meetings are available by appointment at designated meeting locations in Gilbert, Mesa, Tempe and Phoenix, and at your home or place of business by arrangement. Otherwise we meet by phone and video.
A bookkeeper keeps your day-to-day records accurate. An Enrolled Agent (EA) is authorized by the IRS to prepare returns and represent you directly before the IRS, in any state. Right Choice is led by an EA, so tax strategy and representation aren't outsourced to someone else.
A free introductory call first. We look at where your books and filings stand today. From there we scope the engagement (one-time cleanup, ongoing bookkeeping, tax prep, or fractional executive-level work like a controller or CFO) and send a proposal before anything's billed.
All of the above, plus partnerships. Entity structure changes the tax strategy, not whether we can help. SALT services and entity-specific filings are part of the standard offering.
Pricing depends on the type of work. Monthly bookkeeping runs on five tiered packages (Foundation through Executive, $175–$750/month) based on your account and transaction volume. You can see exact tiers and what's included on our Services page. Catch-up and cleanup work is priced per month of cleanup needed, not a flat guess. Business advisory (fractional controller and CFO) is billed monthly starting at set rates, and one-time work (tax prep, new business setup, IRS representation) is either a flat fee or hourly, clearly listed upfront. Every engagement starts with a free consultation, so you'll always know your exact rate before anything is billed.
That's exactly what Business Financial Cleanup & Catch-Up is for: getting your records current before moving to ongoing bookkeeping or filing.
Right Choice Tax and Accounting, especially Kara, provided invaluable assistance in setting up my new business. Kara's patience and expertise guided me through complexities, addressing every query with care. Her support made the process seamless. I highly recommend Kara and the team for their exceptional service and unwavering dedication to clients' success.
Kara Larkin was absolutely fantastic! She made the entire tax process seamless and stress-free. Her expertise, attention to detail, and clear communication gave me complete confidence.
Kara guided me through the complexities of the U.S. tax framework, practically holding my hand through state and federal filings. Her expertise and genuine care make her service invaluable.
Kara has a deep understanding of tax regulations and has provided valuable assistance in addressing complex tax issues. Her expertise enabled me to identify solutions that resulted in significant cost savings.
A free introductory call to see if we're the right fit. No obligation.
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