Who this is for
Individuals and families in Gilbert and across the Phoenix Valley, plus clients in other states who prefer to work remotely.
What to bring
- Last year's tax return, if you have it
- Income forms: W-2s, 1099s, and any other income statements
- Forms for deductions and credits you plan to claim, such as 1098 mortgage interest statements, 1098-T tuition forms, and charitable donation receipts
- Records of any estimated tax payments you made during the year
- Photo ID and Social Security numbers (or ITINs) for everyone on the return
- Anything the IRS or your state has mailed you about this tax year
How it works
- Book a free consultation so we can look at your situation and confirm your fee
- Send your documents through the secure client portal, not as email attachments
- We prepare your return, and an Enrolled Agent reviews it before it is filed
- You review the finished return, and we file it
Common questions
What documents do I need for my personal tax return?
Bring last year's return, your income forms (W-2s, 1099s), forms for the deductions and credits you plan to claim, records of estimated payments, and ID for everyone on the return. If you are missing something, send what you have and we will tell you what else is needed.
Can you prepare my return if I live outside Arizona?
Yes. Right Choice works with clients remotely in every state through a secure client portal and video calls. 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.
Who reviews my return before it is filed?
Every return is reviewed by an Enrolled Agent before it is filed. Kara Larkin, EA, leads the firm.
What if I need to correct a return from a previous year?
Our Prior Year Tax Audit service reviews and corrects a prior-year return that may have been filed incorrectly or incompletely. It starts at $250 for a personal return.