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5 Best Tax Consultants in Phoenix That Will Help You Keep More Money

  • Service Range: I looked at the variety of tax and financial services each firm offers. It’s helpful when a firm can handle everything from simple returns to complex business planning.

  • Client Perks and Discounts: I checked for special guarantees or discounts that provide extra value to clients. Saving a little money or having a satisfaction guarantee definitely adds peace of mind.

  • Specialized Expertise: I considered whether the consultants have unique credentials or specialized knowledge, like international tax or legal expertise. 

  This ensures that even the most complicated financial situations are in capable hands.  

  • Communication and Responsiveness: I evaluated how well these businesses interact with their clients during the busy tax season. Consistent updates and clear communication are crucial for a stress-free experience.

Tax season can feel overwhelming, especially when you’re juggling deadlines, complicated paperwork, and ever-changing tax laws. 

Whether you’re self-employed or simply looking to maximize your return, having the right professional on your side can make the process much easier. 

Choosing the best tax consultant in Phoenix can help you stay compliant, reduce unnecessary stress, and uncover valuable tax-saving opportunities. 

Some financial situations may also require support from professionals like bankruptcy lawyers or business brokers, but a trusted tax consultant is often the best place to start. 

To help narrow your search, I’ve rounded up some of the top-rated tax consultants in the Phoenix area.

How much does a tax consultant cost in Phoenix?

In Phoenix, hiring a tax consultant generally costs between $150 and $525 for an individual return, while hourly advisory services range from $125 to $375 per hour.

Service TypeAverage Cost
Hourly Advisory & Strategy (General Staff)$125 – $150/hr
Hourly Advisory & Strategy (Tax Managers)$240 – $300/hr
Hourly Advisory & Strategy (Senior Certified Public Accountant – CPA Partners)$350 – $375+/hr
Simple Individual Returns (W-2)$150 – $225
Standard / Itemized Returns$225 – $325
Complex Personal Returns$325 – $525+
Small Business Returns$625 – $1,185+

1. Larry B. Betts, CPA

larry-b-betts-cpa

Website:https://www.phxcpa.com/

Address: 7330 N 16th St, B102 

Contact: 602-216-0076

Hours: Monday – Thursday 9:00 AM – 4:00 PM

Business owners looking for experienced financial guidance may appreciate what Larry B. Betts, CPA, has to offer. 

Backed by a father-and-son team with more than 60 years of combined accounting experience, the firm provides specialized services including S Corporation (S-Corp) conversions and customized tax strategies. 

During a conversation with a local entrepreneur, I learned that their expertise in S-Corp restructuring played an important role in supporting business growth. 

Beyond tax preparation, they also offer bookkeeping, wealth management, and modern accounting technology to better serve their clients.

Another thing that I love about them is that they support the community by offering a 15% discount to military personnel and first responders. 

Unfortunately, some clients have reported slower communication with the team. You should also expect longer project timelines during busy periods. 

Pros

  • Decades of localized business and tax experience
  • Comprehensive bookkeeping and wealth management
  • Strong investments in tax technology
  • 15% discount for military and first responders

Cons

  • Occasional communication delays
  • Potential setbacks in project timelines

Customer Reviews:

We are grateful for their service

I have used Larry Bett’s and his team for many years to file my taxes and to answer various questions that affect my livelihood and family. They are always timely and they communicate efficiently and thoroughly. Also, the portal used to upload and receive documents is very easy to navigate and is frustration-free. We are grateful for their service.

Handled all my businesses in a timely manner 

I am beyond grateful and happy with the services provided by Larry Betts firm. They have always handled all my businesses in a timely manner and have come through each time. I highly recommend to use them for your tax preparation.

2. Osunas Tax Service LLC

osunas-tax-service-llc

Website:https://osunastax.com/

Address: 5800 N. 19th Ave., Suite 200 

Contact: 623-306-2586

Hours:

  • Monday – Thursday, Saturday: 10:00 AM – 7:00 PM
  • Friday: 12:00 PM – 7:00 PM
  • Sunday: 10:00 AM – 12:00 PM

Entrepreneurs looking for personalized business support will find a wide range of services at Osunas Tax Service LLC. 

Beyond tax preparation, the firm helps clients establish LLCs, file trademarks to protect their businesses, and complete ITIN (Individual Taxpayer Identification Number) applications when needed. 

Combining business formation and tax services in one place can save both time and effort, especially for first-time business owners. 

Clients appreciate that the founder takes a highly involved approach with every single one of them, offering guidance that’s tailored to each situation. 

One drawback is that the firm’s personalized service model can lead to longer wait times during the busiest parts of tax season. 

Even so, its long-standing presence in the Phoenix area since 2008 makes it a dependable option for those seeking one-on-one support.

Pros

  • Great for handling business formation and taxes
  • Established local presence since 2008
  • Expert help with ITIN applications
  • Highly personalized, collaborative approach

Cons

  • Limited availability during peak tax season

Customer Reviews:

Recommend them for your tax needs

I’ve been using Larry, Ryan and the team for about 10 years now. Without hesitation I would recommend them for your tax needs. I started with them when my return became too complex for my capabilities. If you provide all the information needed, they take care of the rest and send you a comprehensive file for your review and records. I have never had an issue and they always communicate well if they need clarification or assistance from me.

Making quick return responses

For us the biggest concern about using a tax preparation firm is trust, and that is abundant at Betts, CPA, from the front desk, accountants, and the computer techs, all have earned our trust, respect, answering questions and making quick return responses then turning out a superb accurate finished product.

3. XL Tax Service

xl-tax-service

Website:https://www.xltaxservice.com/

Address: 536 E Dunlap Ave Suite 11 

Contact: 602-399-7075

Hours: 

  • Monday – Friday: 9:00 AM – 7:00 PM
  • Saturday: 10:00 AM – 5:00 PM

Since opening in 1999, XL Tax Service has remained a trusted option for straightforward tax filing throughout the Phoenix area.

Value and convenience are key strengths of this company, which offers a “Satisfaction Guaranteed or Next Year Is Free” policy and promises the highest legal refund possible. 

The firm also provides tax services in four languages, accepts competitor coupons, and gives clients complimentary copies of tax returns from previous years, making the overall experience even more budget-friendly. 

These added benefits can be especially helpful for individuals seeking affordable tax preparation without sacrificing quality. 

While some customers have reported mixed experiences with communication and response times, the firm’s decades of experience continue to inspire confidence. 

Pros

  • Accessible support in four different languages
  • Serving the Phoenix area since 1999
  • Solid financial guarantees for tax refunds
  • Accepts competitor coupons to lower costs

Cons

  • Communication responsiveness can vary

Customer Reviews:

Clearly explain everything throughout the tax process

I had a great experience working with him. He was patient, very informative, and took the time to clearly explain everything throughout the tax process. I highly recommend his services to anyone looking for reliable and knowledgeable help with their taxes.

Reliable and cost-effective tax services

Osuna’s Tax Service provides exceptional service with a quick turnaround time at an affordable price. Their knowledgeable team is dedicated to meeting client needs, delivering high-quality work, and ensuring timely results. They are our go-to choice for reliable and cost-effective tax services. Thanks for making tax time less stressful!

4. Professional Taxes, Llc.

professional-taxes-llc

Website:https://www.professionaltaxesllc.com/

Address: 3162 E Roeser Rd 

Contact: 480-343-0299

Hours: 

  • Monday – Friday: 10:00 AM – 8:00 PM
  • Saturday: 10:00 AM – 5:00 PM

Major life changes often come with new tax questions, and Professional Taxes, LLC is well equipped to help clients navigate those transitions. 

Whether you’re buying your first home, becoming self-employed, or managing more complex financial responsibilities, the firm provides personalized guidance tailored to your situation. 

Aside from offering specialized assistance for claiming dependent parents living in Mexico or Canada, they also help businesses meet Beneficial Ownership Information (BOI) reporting requirements. 

These niche services make them a valuable resource for clients with cross-border or business-related tax needs. 

While the pricing may be higher than some competitors for basic tax returns, and a few clients have noted simple document presentation, the convenience of WhatsApp scheduling and expertise in prior-year and out-of-state filings help set them apart.

Pros

  • Easy appointment scheduling via WhatsApp
  • Specializes in tax returns from previous years
  • Great guidance for navigating the immigration process
  • Excellent tax assistance for working students

Cons

  • Premium pricing for simple tax returns
  • Basic presentation of final tax documents

Customer Reviews:

Professional, patient, knowledgeable

Tax season for an LLC is always stressful but coming here to get our taxes done, was by far the best decision we’ve ever took!

Alex did a great job explaining everything to the point where we can understand & he helped us decide what benefits us.

He was very professional, patient, knowledgeable, & you can tell he definitely values his customers.

You’ve gain 1 more client!!!!

Nothing but satisfaction

Mr Martinez did our taxes last year and we were very happy. Our tax aide again this year and both time have received nothing but satisfaction. Very pleasant and healthful. We would recommend him highly.

5. Merit Tax & Immigration Solutions MTIS

merit-tax-immigration-solutions-mtis

Website:https://meritforyou.com/

Address: 2311 East Indian School Road 

Contact: 602-952-2920

Hours: Monday – Friday: 9:00 AM – 5:00 PM

Merit Tax & Immigration Solutions (MTIS) offers a unique combination of tax preparation, immigration support, and legal services, making it a convenient choice for clients with complex needs. 

In addition to handling tax matters, the firm provides Arabic powers of attorney, certified legal translations, and expert witness services for asylum cases. 

Several loyal patrons love that it’s well equipped to manage IRS audits, penalty abatements, balance settlements, and tax-exempt registration for nonprofit organizations.

Its CEO even holds a Doctor of Juridical Science (S.J.D.) degree and brings more than 20 years of experience in tax planning and business strategy, which gives clients access to an exceptional level of expertise under one roof. 

Just a heads-up, though: there’s a longer-than-expected turnaround time for tax returns with occasional communication delays, so it’s a good idea to follow up if you’re working with a tight deadline. 

Pros

  • Access to staff with advanced international law degrees
  • Equipped to handle complex IRS audits and settlements
  • Excellent dual-service convenience for taxes and immigration
  • Tax-exempt registration services for non-profits

Cons

  • Potential delays during tax preparation
  • Occasional communication concerns regarding status updates

Customer Reviews:

Made the whole tax filing process simple and stress-free

Great experience with Merit Tax Solutions! The team was professional, helpful, and made the whole tax filing process simple and stress-free. They answered all my questions clearly and ensured everything was done accurately and on time. Highly recommend their services!”

Quick service

Merit tax solution, we are coming here since 2019, this year Sajad helped us with a nice manner and timing TBH it’s been a quick service, and same as all these years Dr. Mohammad take care of the result and some nice advices for next year. I do appreciate the service guys.

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