Tax Services
Practical, reliable tax support for individuals, families, and businesses in Sedona.
Taxes don’t have to feel overwhelming. At James Carpenter CPA, we provide thoughtful, personalized tax services designed to help you stay compliant, reduce stress, and make confident financial decisions year-round.
As a family-run practice rooted in Sedona, we work with individuals, small business owners, retirees, and nonprofit organizations who value clarity, accuracy, and a trusted local relationship. Whether your needs are simple or complex, our goal is to make the process straightforward and supportive from start to finish.
Tax Services We Provide
We offer federal and state tax services including:
Individual, business, and exempt organization tax returns
Real estate tax planning and support for rental and investment properties
Payroll and annual filings, including quarterly reports, W-2s, and 1099s
Sales tax returns
Gift tax filings
If you’re unsure which filings apply to you, we’re happy to review your situation and guide you through your options.
Your Questions, Answered
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Yes. We prepare federal and state returns for individuals, businesses, and exempt organizations.
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Absolutely. We provide real estate tax planning, transaction analysis, and ongoing support for rental and investment properties.
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No. While many clients connect with us during tax season, we support clients year-round with planning, filings, and questions as they arise.
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Yes. We regularly assist clients with catch-up filings and can help you get back on track in a calm, organized way.
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Yes. We prepare returns for exempt organizations and understand the unique compliance and reporting needs nonprofits face.
Let’s Make Taxes Simpler
Whether you need help preparing your return, managing filings for your business, or planning ahead, James Carpenter CPA is here to support you.
We believe in honest guidance, clear communication, and long-term relationships.
Contact James today to schedule a conversation and learn how we can support your tax needs.
