Useful Information
Here is some information you’ll find useful.
Securely Send Files
Please always send your sensitive information to us securely.
Client Hub
A secure portal to share files and for task management.
Employees and Subcontractors
Is there a difference between an employee and a subcontractor?
If a worker is an employee you are responsible for withholding and paying the employment-related taxes.
If your worker is a subcontractor, he is responsible for keeping his or her own records and paying his or her own income and self-employment taxes.
Subcontractor, Independent Contractor, Gig Worker
Many different names, but they all just refer to a worker who is not an “employee”
Employee New hire packet
All the forms a Flagstaff employer needs for their new employee.
New Hire Reporting
Federal and State law requires employers to report newly hired and re-hired employees in Arizona.
"LuAnn and team take care of my personal and business accounting - local, friendly, efficient, honest, trustworthy!"
Alex Tan, Straight Bamboo
Sales Tax Resources
Although commonly referred to as “sales tax”, the Arizona transaction privilege tax (TPT) is actually a tax on a vendor for the privilege of doing business in the state.
Apply for a TPT License
What is taxable in Arizona?
Arizona Tax Rate Look Up
Handy link to look up the TPT rate for any address.
Personalized Sales Tax Training
"We first met LuAnn when she was teaching a course on how to use QuickBooks at the Small Business Development Center, which is run by our local Coconino Community College. Since that day, we've hired her to be our company CPA for 10 years running. And, she had done my personal taxes, as well as my mom's and most recently my employees. I recommend LuAnn for CPA, bookkeeping and taxes. She is wonderful and very professional."
Dexter A.
Income Tax Resources
Paying Income tax
Online links to make Income Tax or Estimated tax payments.
Tax Season what to bring
Here is a list of documents we’ll need to prepare your income tax return.
Tax Planning Meeting
"I have worked with LuAnn for fifteen years. My construction company has always been treated with respect and I've never had any problems with any filings. Luann has always kept me abreast to any changes in the tax codes. I plan on continued use of her services for some time."
Chris S.
Arizona Tax Credits
You may donate to each category and apply all of these tax credits, so long as your tax liability (From Form AZ 140, line 48) is at least the amount of your donation. If you donate more than your tax liability, the credit will roll forward to the next year.
AZ Public School Tax Credit
$200 if you file as single or head of household
$400 if you file married filing jointly
AZ School Tuition Organization Tax Credit
$545 if you file single or head of household
$1090 if you file married filing jointly
Qualifying Charitable Organizations
(Formerly Working Poor Credit)
$400 if you file single or head of household
$800 if you file married filing jointly
Qualifying Foster Care Organizations
$500 if you file single or head of household
$1000 if you file married filing jointly
" LuAnn has been our accountant since we started our own business 10 years ago. She is always there for advice and counsel and what she tells you is always right! We trust our business with LuAnn and would highly recommend her services."
Chris and Becky Halstead The Halstead Agency/ Allstate Insurance.
Resources for QuickBooks
Here are some links to make using Quickbooks easier
Quickbooks has a vast collection of video tutorials.
Overwhelmed and would like personalized help?