Category: Phoenix CPA

1041 returns CPA in Phoenix Arizona trust estate 1 of 4 common mistakes to avoid!

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! I have been preparing 1041 trust and estate tax returns for […]

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1041 estate and final 1040 needed for deceased?

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 preparing and filing 1041 trusts. We normally only accept new clients that are referrals from existing clients or […]

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Phoenix CPA Firm – How to Select the Best

You will know when you find a very good CPA that is a good fit for you when: 1. The CPA always looks for better ways to reduce your taxes, reduce your chances of IRS audit and has a proven history of improving business cash flow. Ask the CPA to give you examples of how […]

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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! Unfortunately we cannot give free advice because this would be unfair to our clients!   1041 preparation mistakes resulting in heirs and beneficiaries being audited! […]

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How to select the right CPA to prepare 1041 trust and estate tax returns after death of mother or father or other family member

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 […]

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Tax Services by Accounting CPA and Accountant in Phoenix, AZ

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 […]

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Tax Services by Accounting CPA and Accountant in Scottsdale, AZ

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 […]

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Tax Services in Scottsdale, Phoenix, and Tempe, AZ

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 […]

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Income Tax Preparation Tips and Advice: Scottsdale, Phoenix, AZ

OWING TOO MUCH UNNECESSARY INCOME 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!   WALLY and Winnie Winner became clients of my CPA and CFP firm after suffering a shock when […]

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About Jeffrey Brooks

Jeffrey Brooks, CPA, CFP, MBA since 1976 has specialized in helping clients save significant taxes, help businesses increase their cash flow, revenues and profits while increasing their control and satisfaction. Jeff and his accounting firm sincerely cares about the happiness of his clients.

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JBrooks Wealth Advisors, PC.

Certified Public Accountant
Address: 4647 N 32nd Street, Suite B245
Phoenix, Arizona 85018
Phone: 602-292-2009
Email: jeff@jbrookswa.com