Income Tax Preparation for Individual, Businesses, and Estates
Expert Tax Services, Personalized for You
At Perez Financial Services, we specialize in preparing accurate, compliant, and deduction-maximized tax returns for individuals, small businesses, and trusts.
Whether you're a sole proprietor, an S Corp, a landlord, or managing a family trust, we tailor every return to your unique financial picture.
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Our tax prep is 100% remote, secure, and client-friendly for clients nationwide.
For those in Arizona, we also offer in-person tax preparation services throughout valley including Phoenix, Glendale, Peoria, Scottsdale, Tempe, and surrounding Maricopa County cities. Whether virtual or face-to-face, we make filing simple and stress-free.
Our Income Tax Services
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Individual Income Tax (1040)
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W-2s, 1099s, self-employment income
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Deductions and credits: education, childcare, retirement, student loans
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Investment and retirement income
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State tax filings where required
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E-filing included
Trust and Estate Tax Returns
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Irrevocable, grantor, and simple trusts
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Estate income reporting
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Beneficiary K-1 preparation
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Coordination with estate attorneys when needed
Business Income Tax
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Schedule C (sole proprietors & single-member LLCs)
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Partnerships (Form 1065)
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S Corporations (Form 1120S)
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Multi-state returns and K-1 preparation
Late, Amended, and Prior Year Filings
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File past-due tax returns and avoid penalties
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Amend returns to correct errors
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Get back in good standing with the IRS
Rental Property Tax Support
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Residential and short-term rentals (Schedule E)
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Depreciation tracking and passive loss analysis
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Multi-property reporting and reconciliation
Americans Abroad Foreign Income Tax Returns
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Stay compliant while living abroad
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Report foreign income and claim exclusions or credits
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Avoid double taxation and meet FBAR/FATCA requirements
Stress-Free Tax Filing for Individuals & Businesses
Simplify your personal and business income tax filing with Perez Financial Services. Whether you're an individual filing a straightforward 1040 or a small business owner navigating complex deductions, we make the entire process easy, accurate, and tailored to your needs.
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We handle all the details — from organizing your documents to submitting your return — so you can focus on what matters most. Our secure, remote process means you can file your taxes from anywhere, and we’re always here to answer questions or help resolve issues with the IRS.
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No more stress, no more guessing. Just compliant, optimized tax returns that help you avoid penalties and maximize your refund or reduce your balance due.
Filing late? Starting a new business? Need to amend a past return? We’ve got you covered.