WIRED TAX PRO - FOR ARIZONA RESIDENTS
Two things matter most to modern tax preparation firms. Making the most money on their tax preparation clients each year. And providing little, if any, consulting help without charging an arm and a leg for it.
FSI is different. We care about our clients first, then make sure our firm remains profitable so we can continue to provide professional advice for our long term clients, some with us since 1990.
So, the two most important things that matter to us is keeping the cost down for clients. And providing a happy way to prepare tax returns for clients from the comfort of their own home (easy chair).
Sure, face to face appointments for those in the Phoenix area are still an option. But it violates the purpose of this service - conveniance, time savings, cost savings, lowered stress, gas expense, accident risk.... the list could go on and on.
Many of our long term clients have switched to the "WIRED" version for their tax preparation and, tax consulting services since the covid situation took place. And our firm embraces this modern approach to serving our current clientele and gain new clients who want a happier experience. (No more hot rooms, waiting, pushy tax preparers selling "up" to reduce your tax refunds)
But more importantly, expanding our clientele with new clients who want to reduce their costs and stress this next tax season starting in early February, 2026. (Or those needing to file a 2024 return yet that is on extension)
How Many Hundred Dollar Bills Will You Lose With Your Current Tax Preparation Service Doing Business the Old Way?
It's Time to Investigate How to Save Money
We Make it Easy to Do Business With Us
We first ask you to image your filed returns from last year including your billing. This must be in a "readable" PDF file format. From your prior return, we will quote a maximum first year cost for you to switch over to us. Client intake follows with a Downloaded Worksheet
Instant Access To A Tax Pro
Fastest Way to Ask a Question or Comment
IMPORTANT DISCLOSURE: Financial Strategies, Inc. is an Arizona licensed certified legal document preparer firm (AZCLDP) under license # 80738, and Mr. Anderson practices individually under license #80737. FSI is also an insurance brokerage firm under Arizona License #3777. Additional services are provided by FSI owner M.D. Anderson as an IRS Tax Preparer under PTIN ID # P00281346 and FSI is an approved IRS E-file originator firm. Mr. Anderson is also an Arizona Realtor® under Arizona Real Estate License #SA534235000 and represents Realty One Group as a professional Realtor in the Gilbert Arizona branch office. Mr. Anderson is also a Licensed and Insured Arizona Notary. Mr. Anderson is a former Securities Representative and Registered Investment Advisor Representative, who has been practicing for many years in those field. FSI also provides estate, tax, business, computer consulting, and assists clients wanting to purchase precious metals (consulting only), and other hard assets. Crypto coin investing and tax reporting is also a new service of FSI. Also Mr. Anderson is a nationally known Inherited IRA consultant and has been published in many national print and/or online publications.
CONSUMERNOTE REGARDING LEGAL DOCUMENT SERVICES: FinancialStrategies, Inc. is an Arizona Certified Legal Document (AZCLDP) Preparation firm, certified and supervised by a committee of the Arizona Supreme Court. The main reason some desire to use an AZCLDP instead of an attorney is when no
actual legal advice is needed. The difference in billing rate for most AZCLDP's would be 50% or less than most legal firm rates. FSI can assist in research,
procedural assistance and give general legal information so that you can decide which legal documents you would like to have prepared for you. An AZCLDP firm and certified associatescannot represent you in court. AZCLDPfirm and certified associates are not lawyers, are not employed or supervised
by a lawyer, and cannot give legal advice. Communications with an AZCLDP firm and certified associates are private and confidential but not privileged as
they are with an attorney.Privacy Policy Available Upon Request
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