Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Audits
Audits can be a scary thing if you don’t have the right tools and know-how. At Sentry Global Strategies, one of our specialties is handling audits. We have helped many people with this situation and have a proven track record. If you receive a notice that you are being audited and are already a client of ours, chances are we already have everything we need to support all entries on your tax return, which means we can get rid of this burden very quickly.
If you are NOT already one of our clients, things may be a little more difficult. This means that you will have to bring us a copy of your tax return so we can see what was reported. Then, we will check to see what action the IRS or State is proposing. Once we figure out if there is a problem, we’ll give you options on how to best resolve your issues. But don’t worry, handling audits is one of our specialties, which is why once you get to know us, you will remain a loyal customer for years to come.
Amended Returns
Getting your taxes done right the first time depends on who you go to. With us, you can rest assured that you will not have to file an amended return in the future due to our mistakes. We get many new clients who are in need of filing an amended return because of mistakes made by other companies. There are many reasons why you may need to file an amended tax return. If you received an IRS notice regarding a return you’ve already filed, bring the notice and a copy of the tax return to us. We will explain exactly what the problem is and give you options on how to best resolve your issue. Another reason can simply be that you forgot to report all of your income. We can help you file the necessary documents. Keep in mind that this may affect your state tax return as well, so we make sure that we take care of everything on both sides.
We also check your taxes for FREE. If there are mistakes, or credits that you are entitled to, but did not request (due to lack of knowledge from your tax preparer), we can explain all these things to you too, at no cost. Then, we can help you file the amended returns if you choose to.
Business Taxes
Running a business takes a lot of time and hard work. The professionals at Sentry Global Strategies can ease your workload by focusing on the tax obligations of the company, leaving you more time to focus on the day to day operations. We offer FREE consultations to anyone in need of assistance.
Come visit us so you can see for yourself how you can benefit from our services. If you have tax related questions, want to know pros and cons of business structures, or simply want to learn about your record-keeping requirements, give us a call or stop by any of our offices. You will leave feeling very informed and confident in our services.
ITIN Certified Accepted Agent (CAA) Service
Certifying Acceptance Agent (CAA) is authorized by the Internal Revenue Service (IRS), to assist alien individuals and other foreign persons, who are ineligible or unable to receive Social Security Number (SSN), in obtaining an ITIN (Individual Taxpayer Identification Number) from the IRS. In addition, a CAA is also authorized to submit a Form W-7 on behalf of an applicant, without having to furnish the original documents that support foreign status and identity.
An ITIN is a tax identification number only available for certain foreigners and nonresident individuals, their spouses and dependents who cannot get a SSN from the Social Security Administration (SSA). ITINs are for federal tax reporting only, and are not intended to serve any other purpose. IRS issues ITINs to help individuals comply with the U.S. tax laws, and to provide a means to efficiently process and account for tax returns and payments for those not eligible for SSNs.
Advantages of using a Certified Acceptance Agent:
- is a CAA for ITIN and will help to process ITINs primarily for H1-B, L1 and F-1 visa holders’ families in the future and we will also help foreign authors, overseas investors, etc.
- This means that we have signed a contract with the Internal Revenue Service (IRS) ITIN office
-DO NOT confuse us with Acceptance Agents (AA) or basic tax preparers who have very limited or no authority - We are authorized agents by IRS ITIN office and we can issue Certificate of Accuracy (CoA) letter
- The CoA letter is issued when the taxpayer presents original passport or passport copies certified by the foreign issuing agency to the CAA
- The CAA has the authority to accept or deny the documents presented. If the CAA is satisfied, only then will the CAA issue the COA letter
- “No” original Passport or certified copy of passport needed to be mailed to IRS for Spouse (as of 01/01/2015)
-This is unlike an Acceptance Agent (AA) or ITIN application prepared by the taxpayer or other where you must send the original and/or certified copies to IRS - For any dependent, original passport or certified copies from the foreign issuing agency must be provided and mailed to the IRS, along with our COA letter, prepared tax return, and ITIN application(s) (as of 01/01/2015)
- The CAA also prepares and signs the ITIN application and the COA letter
- The CAA have an exclusive (not available to the public) direct phone line with the ITIN office in Austin, TX
- If any issue arises with the ITIN application prepared by the CAA, it can be resolved relatively quickly. Otherwise, it may take up to 6 months should you prepare it yourself
- We are listed at the IRS website: Certified Acceptance Agent
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Taxes Outside of Arizona
New to Arizona? Welcome to the Grand Canyon State!
Changing residences can be time-consuming…forwarding your mail, alerting various companies, and oh yeah, alerting your State and Federal Taxing agencies. Keeping your address up to date with the taxing agencies should be done ASAP. Many people wait until they file their next tax return, but it’s important to change your address of record as soon as possible. Taxing agencies don’t only work during tax season (January through April). They may send you a notice any time of the year. And sometimes, these notices may need to be answered right away. We can help you file change of address forms with any taxing agency.
If you work or live in a state other than Arizona, we can prepare your federal and state taxes too. Just call and ask us how. We can prepare your taxes and/or help you resolve tax problems from any State. Sometimes, you may need to file a tax return for more than one state. If you’re not sure what your tax requirements are when working in various states, give us a call and we’ll gladly explain. We can help you with ALL your tax obligations, that’s why our motto is Smart Solution.”
Taxes
At Sentry Global Strategies, we are always up to date with new tax laws and regulations. We have many years of experience, and because of this, we are able to help you with your tax needs and can resolve your issues without you having to pay expensive tax attorneys. Our services are ALWAYS guaranteed, so there is no need to pay for an additional audit protection service like many other companies charge. Our prices are low and our service is unbeatable! Dare to compare.
We give you FREE estimates of your refund with absolutely no obligation. No one else does that. We’re open all year, so you can reach us whenever you need us, unlike other places that close or disappear after tax season. For the best income tax service around, get to know Sentry Global Strategies.