Wilcox Tax and Financial Advisors

Tax Return Preparation, Accounting Services, Financial Planning Consultants

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Phoenix with Tax Return Preparation

Ahwatukee (5 miles)
Chandler (15 miles)

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AKA: Wilcox Tax And Financial Advisors LLC
Categories: Tax Return Preparation, Accounting Services, Financial Planning Consultants, Financial Services, Investments, Payroll Service, Taxes-Consultants & Representatives

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Phone: (480) 893-3339

Address: 16515 S 40th St Ste 127, Phoenix, AZ 85048

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Wilcox Tax and Financial Advisors

Tax Planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Charitable Giving
The IRS has issued final regulations that require taxpayers to reduce the amount any charitable contribution deduction by the amount of any state and local tax (SALT) credit they receive or expect to receive in return. The rules are aimed at preventing taxpayers from getting around the SALT deduction limits. A safe harbor has also been provided to certain individuals to treat any disallowed charitable contribution deduction under this rule as a deductible payment of taxes under Code Sec. 164
Estate Taxes
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Tax Services
Securities Offered Through J.W.Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services Offered Through J.W. Cole Advisors, Inc (JWCA). Neither J.W. Cole Advisors, Inc (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of JWCA/JWC.
Roth IRA
A nondeductible IRA that allows tax-free withdrawals when certain conditions are met. Income and contribution limits apply.
Tax Deductions
Tax credits, the most appealing type of tax deductions, are subtracted directly, dollar for dollar, from your income tax bill.
Income Tax
A method of calculating income tax that disallows certain deductions, credits, and exclusions. This was intended to ensure that individuals, trusts, and estates that benefit from tax preferences do not escape all federal income tax liability. People must calculate their taxes both ways and pay the greater of the two.
Capital Gains Taxes
A debt security issued by municipalities. The income from municipal bonds is usually exempt from federal income taxes. It may also be exempt from state income taxes in the state in which the municipal bond is issued. Some municipal bond interest could be subject to the federal alternative minimum tax. If you sell a municipal bond at a profit, you could incur capital gains taxes. The principal value of bonds fluctuates with market conditions. Bonds sold prior to maturity may be worth more or less than their original cost.

Mutual Funds
A mutual fund whose primary investment objective is substantial capital gains. The return and principal value of mutual funds fluctuate with changes in market conditions. Shares, when sold, may be worth more or less than their original cost. Investments seeking to achieve higher returns also involve a higher degree of risk. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Bonds
Money Market Funds
A mutual fund that specializes in investing in short-term securities and tries to maintain a constant net asset value of $1. Money-market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any government agency. Although money market funds seek to preserve the value of your investment at $1 per share, it is possible to lose money when investing in a money market fund.

Accounting Services
Payroll Services

Financial Planning
Because many people regard financial planning as complex and confusing, they often miss many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
Retirement Planning
A tax-favored retirement plan that is sponsored by an employer. Among the more common employer-sponsored retirement plans are 401(k) plans, 403(b) plans, simplified employee pension plans, and profit-sharing plans.
Annuities
Income from investments, such as CDs, Social Security benefits, pension benefits, some annuities, or most bonds, that is the same every month.
Long Term Care
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Asset Management
The process of repositioning assets in a portfolio to maximize potential return for a particular level of risk. This process is usually done using the historical performance of the asset classes within sophisticated mathematical models. Asset allocation does not guarantee against loss; it is a method used to help manage investment risk.
Living Trusts
A legal entity created by an individual in which one person or institution holds the right to manage property or assets for the benefit of someone else. Types of trusts include: Testamentary Trust – A trust established by a will that takes effect upon death; Living Trust – A trust created by a person during his or her lifetime; Revocable Trust – A trust in which the creator reserves the right to modify or terminate the trust; Irrevocable Trust – A trust that may not be modified or terminated by the trustor after its creation
Charitable Remainder Trusts
A trust established for the benefit of a charitable organization. A grantor who places money, securities, property, and other assets in a charitable remainder trust can designate an income beneficiary, even if it is the grantor herself, to receive payment of a specified amount (at least annually) from the trust. You may also qualify for an income tax deduction on the estimated present value of the remainder interest that will eventually go to charity.
Charitable Lead Trusts
Reverse Mortgages
This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time.

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