Income Tax

Tax Preparation Is Only the Beginning
Strategic Tax Planning for Individuals, Families & Businesses
At Anthem Tax & Wealth, we believe effective tax planning should go far beyond preparing a return once a year.

Our approach combines accurate tax preparation with proactive planning designed to help individuals, families, and business owners understand their tax position, identify planning opportunities, and make informed financial decisions throughout the year.

Tax planning and financial planning are often treated as separate conversations. We believe they should work together.

Led by Rebecca Wyatt, IRS Enrolled Agent and Wealth Advisor, Anthem Tax & Wealth brings tax knowledge and financial planning experience together to provide clients with a more coordinated approach to their financial lives.

More Than Tax Preparation
A tax return tells us what happened last year.

Tax planning helps determine what you can do next.

We work with our clients throughout the year to evaluate how decisions involving income, investments, retirement accounts, businesses, real estate, and major life events may affect their overall tax picture.

Our goal is straightforward: accurate reporting today and thoughtful planning for tomorrow.

Our Tax Services

Individual Tax Preparation
We prepare federal and state individual income tax returns ranging from straightforward filings to complex tax situations involving investments, retirement income, businesses, rental properties, trusts, estates, and other sources of income.

Business Tax Preparation & Planning
Business owners face tax decisions throughout the year—not simply at filing time.

We provide tax preparation and planning for:

S Corporations
C Corporations
Partnerships
LLCs
Sole Proprietors
Self-Employed Individuals
We also help business owners evaluate entity structure, reasonable compensation, retirement-plan opportunities, estimated taxes, deductions, and other tax-planning considerations.

Proactive Tax Planning
Good tax planning happens before December 31—not after it.

We help clients evaluate opportunities involving:

Retirement contributions
Roth conversions
Capital gains and losses
Estimated tax payments
Business income and deductions
Investment-related tax considerations
Charitable giving
Real estate transactions
Retirement distributions
Required Minimum Distributions
Multi-year tax strategies
Recommendations are based on each client's individual circumstances and applicable tax law.

IRS Representation & Tax Resolution
Receiving a notice from the IRS can be intimidating. You don't have to navigate it alone.

As an IRS Enrolled Agent, Rebecca Wyatt is federally authorized to represent taxpayers before the Internal Revenue Service.

Our services may include assistance with IRS notices, examinations, payment matters, correspondence, amended returns, and other federal tax issues.

Bookkeeping & Payroll
Accurate tax planning starts with accurate financial information.

Our bookkeeping and payroll services help business owners maintain reliable financial records throughout the year while creating a stronger foundation for tax preparation and proactive planning.

Where Tax Planning Meets Wealth Planning
One of the greatest advantages of working with Anthem Tax & Wealth is our ability to look beyond an individual tax return.

Investment decisions can affect taxes.
Tax decisions can affect retirement.
Business decisions can affect personal wealth.
Estate-planning decisions can affect multiple generations.

These issues should not be evaluated in isolation.

Our integrated approach helps clients consider how their tax, investment, retirement, business, and estate-planning decisions interact as part of their larger financial picture.*

Who We Serve
We work with individuals and families as well as entrepreneurs, professionals, retirees, investors, and business owners who value proactive planning and want more than transactional tax preparation.

Whether your situation is relatively straightforward or involves multiple businesses, investments, real estate, retirement accounts, trusts, or other complexities, our objective is to help you understand your options and make informed decisions.

Plan Ahead, Not Just at Tax Time
If you're looking for a tax professional who will simply prepare last year's return, there are many options.

If you're looking for a team that will help you think about next year's taxes—and how those decisions fit into your broader financial strategy—we should talk.

Schedule a Tax Planning Consultation

Anthem Tax & Wealth
41111 Daisy Mountain Drive, Suite 105
Anthem, Arizona 85086
623-518-2157

Tax preparation services offered through Anthem Tax & Wealth are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services. Tax and financial planning services are subject to applicable professional, regulatory, and engagement requirements. Individual circumstances vary. Tax information is not intended as legal advice.