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Enrolled Agent
Trusted. Experienced. On Your Side.
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Virtual-First Process
Secure. Convenient. Personalized.
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Federal & State Returns
Families, Companies, Trusts & Legal Entities.
More than tax filing
Professional Tax Preparation for More Than Just the Basics
No two tax returns are exactly alike. For some taxpayers, filing may involve wages, interest income, and a few common deductions or credits. For others, a tax return can bring together business income, stock transactions, rental properties, equity compensation, retirement distributions, multiple states, or significant financial events that occurred during the year.
Florence Tax provides tax preparation based on the details of your situation rather than taking a one-size-fits-all approach. The goal isn't simply to complete the forms. It's to accurately report what occurred during the year, identify issues that deserve attention, and help you better understand how the pieces of your tax situation fit together.
And when something discovered during tax preparation points to an opportunity that should be considered before the next tax year ends, that can become a conversation about proactive tax planning.
Comprehensive Support
Individual Tax Preparation Services
Florence Tax prepares federal and state individual income tax returns, including those with:
✓ W-2 wages and employment income
✓ 1099 and self-employment income
✓ Schedule C business activity
✓ Interest and dividend income
✓ Investment transactions and
Capital gains/losses
The goal is an accurate, complete return that reflects the details of your tax situation and helps identify issues worth considering for the future.
✓ Stock and equity compensation
✓ Rental property income and expenses
✓ Retirement account distributions
✓ Required minimum distributions (RMDs)
✓ Social Security benefits
✓ Estimated tax payments
✓ Multi-state tax filing requirements
✓ Prior-year tax returns
✓ Amended tax returns
✓ Trust or estate-related tax reporting
Individuals & Families
Employment, self-employment, investments, family changes, deductions, credits, and property transactions can all affect your return. We help bring the different pieces of your tax situation together for accurate federal and state tax preparation.
Tax Preparation for Different Financial Situations
Business Owners
Business and personal taxes often intersect. Business income, owner compensation, estimated taxes, retirement contributions, and pass-through income can all affect your individual tax situation and require coordination between your business and personal returns.
Your tax situation is unique. Explore resources tailored to your situation:
Tailored to Your unique Circumstances
High-Income Earners
Higher income can bring additional tax complexity. Bonuses, investment income, capital gains, stock options, RSUs, and other forms of equity compensation may all require careful reporting and coordination on your tax return.
Retirees
Retirement often means managing several sources of taxable income. IRA distributions, RMDs, Social Security, pensions, investments, and capital gains can all affect how income is reported and taxed on your return.
Real Estate Investors
Rental properties add another layer to tax preparation. Rental income and expenses, depreciation, property improvements, passive-activity rules, and property sales can all affect how income, deductions, gains, and losses are reported.
A More Complete Approach
Tax Preparation and Tax Planning
Work Together
Tax preparation looks at what has already happened. Tax planning looks ahead, considering decisions that may affect future tax outcomes.
Preparing a return can also reveal issues that deserve attention—such as withholding, estimated tax payments, or the tax impact of a financial decision. Florence Tax provides both services, allowing insights from tax preparation to help inform proactive planning for the future.
Need a Business Tax Return?
Business Tax Preparation
Florence Tax prepares business tax returns for partnerships, S corporations, C corporations, LLCs, and sole proprietorships. Business tax preparation often involves more than the entity return itself, including bookkeeping, payroll, owner compensation, depreciation, estimated taxes, and how business activity affects the owner's individual tax return.
Trust & Estate tax preparation
Returns for Trusts and Estates
Trusts and estates can have their own income-tax filing requirements, including Form 1041. Florence Tax provides trust and estate tax preparation for trustees, executors, and personal representatives, including the reporting of income, deductions, investment activity, property, and distributions to beneficiaries.
Experience and credentials matter
Why Work With an Enrolled Agent?
Not every tax return preparer has the same professional credentials or authority to represent taxpayers before the IRS.
An Enrolled Agent (EA) is a federally authorized tax professional with unlimited practice rights before the IRS. EAs must also meet ongoing continuing-education and ethical requirements. Amber Rose Florence is an Enrolled Agent whose practice focuses on tax preparation, proactive tax planning, and business tax advisory.
1
Start With
Your Tax Situation
We'll discuss your needs and the details of your return.
A Secure, Virtual-First Tax Preparation Process
2
Securely Provide
Your Documents
Use our secure online system to upload your tax documents.
Simple, Secure, Streamlined
3
Tax Return
Preparation
We prepare your federal and state returns and follow up if we need anything additional.
4
Review and
Approval
You'll have time to review your return, ask questions, and complete the signature process.
5
Electronic Filing
Once approved, elegible returns can be electronically filed.
Serving Prescott & Beyond
Tax Preparation in Prescott and Surrounding Communities
Florence Tax LLC is based in Prescott, Arizona, and serves taxpayers throughout the surrounding area.
Our virtual-first approach makes it convenient to work with Florence Tax whether you live in Prescott, Prescott Valley, Chino Valley, Dewey-Humboldt, other nearby communities, or outside Arizona.
You don't need to live next door to your tax professional to receive personalized service. Secure document exchange and virtual communication allow much of the tax preparation process to be completed remotely. Florence Tax also works with clients outside the Prescott area when their tax situations are a good fit for the practice.
Tax Preparation Questions
Tax Preparation FAQs
Have questions about tax preparation? Explore answers to common questions about individual and business tax returns, rental income, stock options, amended returns, trust and estate filings, and working with Florence Tax LLC in Prescott, Arizona.
Florence Tax prepares individual federal and state income tax returns as well as partnership, S corporation, C corporation, trust, and estate income tax returns. The practice works with taxpayers whose returns may involve investments, rental properties, self-employment, retirement income, equity compensation, multiple states, and other complexities.
Yes. Florence Tax works with real estate investors whose returns include rental income and expenses, depreciation, property transactions, 1031 exchanges, and other real estate tax reporting.
Yes. Florence Tax works with high-income earners and professionals whose returns may include RSUs, ISOs, ESPPs, stock sales, investment income, and other equity-compensation activity.
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Yes. Florence Tax can prepare prior-year returns and amended individual returns when appropriate. The circumstances should first be reviewed to determine what needs to be filed.
Yes. Florence Tax prepares individual returns as well as partnership, S corporation, and C corporation returns. Coordinating the business and individual returns can be particularly important when business income or other activity flows through to the owner's personal return.
Yes. Florence Tax prepares income tax returns for trusts and estates, including Form 1041 when applicable.
Start with your prior-year tax return and documents relating to your income, deductions, credits, investments, business activity, and rental properties, as applicable. Florence Tax can identify additional information needed for your situation. Use the secure client portal for sensitive documents.
The scope of your return determines the work involved. Factors may include your income sources, business or rental activity, investment transactions, equity compensation, multi-state filing requirements, and whether prior-year filings need attention. Organized, complete records also help define the work required. Request a consultation so Florence Tax can review your situation and discuss the appropriate scope and fees.
Tax preparation primarily reports financial activity that has already occurred. Tax planning is forward-looking and considers decisions that may affect future tax outcomes. Florence Tax offers both services.
No. Florence Tax is based in Prescott but operates as a primarily virtual practice and can work with clients in surrounding Arizona communities and out of state when their tax needs are a good fit for the practice.
An Enrolled Agent is a federally authorized tax professional who has earned the privilege of representing taxpayers before the IRS. Enrolled Agents have unlimited practice rights before the IRS and must meet continuing-education and ethical requirements.
