By Jeffrey Brooks, CPA, CFP, MBA for Jbrooks Wealth Advisors, PC, a Professional CPA and CFP Firm jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances! Unfortunately we cannot give free advice because this would be unfair to our clients!   1041 preparation mistakes resulting in heirs and beneficiaries being audited! […]

By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm  jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances! Knowing how to deduct  100% of employee meals, reducing payroll taxes and improving employee morale can save you thousands of dollars of taxes over your […]

By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm   jeff@jbrookswa.com   602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances!  This blog tax saving strategy  is to be used only with meticulous documentation! John is rather new client for firm who asked us to prepare […]

By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm jeff@jbrookswa.com 602-292-2009 Please consult with your professional tax CPA regarding your specific circumstances! We send out an Arizona Tax Credit package to our loyal clients for no charge. We believe adding value to clients and helping charities is worthwhile […]

By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm jeff@jbrookswa.com 602-292-2009 Please consult with your professional tax CPA regarding your specific circumstances!   Most CPAs do not specialize in filing trusts and estate tax returns because their rules are totally different than filing a personal income tax […]

Leasing could be your best tax savings instead of buying!   By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm . jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances!   I am fortunate that I enjoy my work helping clients reduce their […]

TAX SAVINGS IS WORTH YOUR TIME!   By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm  jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances!       COMMITMENT FROM  YOU IS REQUIRED TO KEEP MORE OF THE MONEY YOU MAKE!I do have clients who […]

HOW TO REDUCE YOUR TAXES FROM YOUR BUSINESS.   By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm  jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances!   THE ADVANTAGE OF SELECTING A C CORPORATION AND AVOIDING HAVING TO USE A DECEMBER 31YEAR […]

DID THE NET INVESTMENT INCOME TAX AFFECT YOU IN 2014?   By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm  jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances!     To you the reader:  If you are married and have adjusted gross […]

HOW TO REDUCE YOUR TAXES?   By Jeffrey Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC, a Professional CPA and CFP Firm  jeff@jbrookswa.com  602-292-2009  Please consult with your professional tax CPA regarding your specific circumstances!   The simple answer is this: BY HAVING MORE PERSONAL CASH TO CONTRIBUTE TO YOUR BUSINESS to PREPAY EXPENSES […]