Tax Advice

When you want trusted tax advice in Tucson, Arizona, come see Janet Davis CPA, CFP.

Janet is a Certified Public Accountant and Certified Financial Planner with over a decades experience with gift, income and estate tax planning. She also specializes in the preparation of individual, trust and business income tax returns.

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Beyond taxes, Janet is passionate about teaching.

Through her public speaking, Janet assists fellow accountants, professionals, financial planners and the general public to better understand certain aspects of tax law and the benefits of sound professional advice. If you have an event in Tucson, or the surrounding area, where you would like Janet to speak, please contact her for more information.

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Although Trusted Advisors has comprehensive financial planning experience, they specialize in tax planning and compliance.

Whether you are an individual, financial planner or small business, their expertise can help you. Trusted Advisors consultants focus on tax planning, tax preparation, tax notice and tax audit preparation and research. If you're seeking trusted tax advice in Tucson, don't hesitate to contact us.

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  • Government Shut Down Affects IRS

    IRS Halts Tax Liens and Levies during Shutdown ...

  • When Should I Start Preparing My Business Tax Return?

    It’s the first week of January, and I already have my December bank statement.  If you have online account access, your statements are waiting for you.  That means it’s time to start preparing your business tax return – or preparing the information for your tax accountant.  As soon as your December bank statement is reconciled, you’re ready to run your trial balance and gather all the other information needed to prepare your returns.  If you’re working with an outside tax preparer, sending in...

  • Congress Repeals Onerous 1099 Reporting Requirements

    On April 14, President Obama signed into law a bill to repeal controversial expanded information reporting on Form 1099 for certain business payments and rental property expense payments.   This means:Only payments to service providers in excess of $600 must be reported on Form 1099.  (Requirement to issue to all vendors has been repealed.)There is no requirement to send a Form 1099 to a corporation (unless the payment is for medical or legal services.)Land...