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2023 Tax Filing Season

Here you will find any updates or newsletters we send out as well as relevant tax information specific to the 2023 tax filing season. 

Organizer Delivery

Our 2023 tax organizers have been mailed or emailed as of January 8th 2024. You will receive your organizer via the same method as the previous year (email or mail). Additionally, it will be mailed to the same mailing address or email address used for your 2022 tax filing unless you have called our office and recently updated it. If you did not receive an organizer and you generally receive the document electronically, please check your junk or spam folder. If you would prefer to receive it differently please call our office or email us (you can also use the Info Request box at the bottom of this page). Be prepared to verify your identity when calling.

Reminder: Completed Questionnaire's and signed Engagement Letters are Required for 2023 Tax Completion

UPDATED 01/08/2024

2023 Arizona Tax Credit

****AZ Tax credit donations are no longer eligible to be deducted as charitable donations on Schedule A of the 1040 Federal Return.

****NOTE TO TAXPAYER: You must have a tax liability for at least the amount of your donation in order to take a tax credit. In other words, if you only owe $500 to the state of Arizona, you cannot receive $1,000 in tax credits.

****Remember all tax credits can be made up to April 15th of current year and be applied to previous tax year.

  • Contributions to a Public School - $200 single taxpayer/H of H,  $400 MFJ

  • Contributions to a Private School Tuition Organization - $1,307 single taxpayer/H of H, $2,609 MFJ

  • Contributions to a Qualifying Charitable Organization - $421 single taxpayer/H of H,  $841 MFJ

Current List of Charitable Organizations 

  • Contributions to a Qualifying Foster Care Charitable Organization -  $526 for single/H of H, $1,051 MFJ.

Current List of Foster Care Organizations

  • Military Family Relief Fund – $200 Single/Head of Household; $400 MFJ
    This caps out at 1 million dollars so contribute early to ensure your funds are included! Check the website to determine if they are still accepting donations for the tax year.

Drop Box Slot Available Anytime

We now have a drop "slot" for your tax documents! The slot is located to the left of our front door under the "DROPBOX" sticker and is available 24 hours/7 days a week. While the slot is secure and cannot be accessed by anyone other than office personnel, please enclose your documents within an envelope to ensure your documents stay together.

Information Request for Services Listed Above