Business Details
Trusted Tax & Legal Services in Prescott, AZ
At Prescott Tax & Paralegal, we prioritize customer satisfaction by delivering high-quality expertise and professionalism to alleviate the stress associated with legal and tax matters. Our team specializes in preparing legal documents for various legal matters, income tax returns for individuals and estates, and comprehensive tax planning strategies to minimize liabilities. With a focus on procedural clarity, we assist clients in filing documents with appropriate agencies and provide referrals to qualified attorneys when necessary. Our services span family law matters, estate planning, guardianship, probate, business formation, and civil suits, ensuring a holistic approach to client needs.Led by certified professionals with extensive experience, including Enrolled Agent (EA), Certified Paralegal (CP), and Arizona Certified Legal Document Preparer (AZCLDP) credentials, we combine tax and legal expertise to deliver tailored solutions. We are committed to transparency, ethical practices, and continuous education to stay current with evolving tax and legal landscapes. Our mission is to simplify complex processes, ensuring clients feel supported and informed throughout their journey with us.
Services
Tax Preparation
Estate Planning
Probate Services
Family Law Documents
Business Formation
Highlights and features
- We offer certified professionals with expertise in tax and legal document preparation.
- Our team provides personalized service tailored to each client's unique needs.
- We prioritize transparency in pricing and processes for all services.
- We combine decades of experience in tax planning and estate management.
- We ensure compliance with IRS and Arizona legal standards.
Associations and certifications
- Enrolled Agent (IRS)
- Certified Paralegal
- Arizona Supreme Court Certified Legal Document Preparer
Services
Tax Preparation
We prepare individual, trust, and estate income tax returns while implementing strategies to minimize tax liabilities. Our Enrolled Agent-certified professionals ensure compliance with IRS regulations and offer representation for tax disputes. Clients benefit from personalized planning to maximize refunds and navigate complex tax scenarios.
Estate Planning
Our estate planning services include trusts, wills, powers of attorney, and advanced healthcare directives. We help clients secure their family's financial future by creating legally sound documents to avoid probate complications. Packages are tailored to individual and couple needs for comprehensive asset protection.
Probate Services
We guide clients through informal and formal probate processes to transfer assets after a loved one's passing. Services include preparing affidavits, filing court documents, and managing estate settlements. Our goal is to simplify probate procedures while ensuring compliance with Arizona legal requirements.
Family Law Documents
We prepare legal documents for divorce, child custody, paternity, and support enforcement cases. Our team assists with filing, court notifications, and document service while providing clear guidance through family law proceedings to protect clients' rights and interests.
Business Formation
We help entrepreneurs establish Limited Liability Companies (LLCs) by preparing operating agreements, filing paperwork, and obtaining tax IDs. Our services ensure proper legal structure for new businesses, including assistance with eviction notices and contract preparation.
People
Arlene Rheinfelder
Enrolled Agent, Certified Paralegal, Arizona CLDP
Arlene Rheinfelder combines a background in education with over a decade of paralegal and tax expertise. Certified by the IRS as an Enrolled Agent, she specializes in tax planning, estate management, and representing clients in IRS disputes. Her approach emphasizes clarity and client empowerment.
Melissa Hill
Arizona CLDP
Melissa Hill focuses on estate planning and family law document preparation. Certified by the Arizona Supreme Court, she helps clients navigate complex legal processes with a commitment to personalized service and ensuring client wishes are met efficiently.
Nick Eden
Tax Prep Specialist
Nick Eden brings prior legal document preparation experience and a family background in tax services. He specializes in solving complex tax scenarios and ensures accurate, thorough preparation of returns while maintaining a client-focused, humorous approach to reduce client stress.
Questions
What tax services do you offer?
We prepare individual, trust, and estate tax returns, offer tax planning to minimize liabilities, and provide IRS representation for disputes or debt negotiations.
Can you help with legal document preparation?
Yes, we assist with family law documents, estate planning (wills, trusts), probate filings, guardianship paperwork, and business formation documents.
Are you attorneys?
No, we are not attorneys but certified legal document preparers and tax professionals. We provide document preparation services and refer clients to attorneys for legal advice.
What are your office hours?
Our office is open Monday-Friday, 8 a.m. to 5 p.m. MST, with appointments available to accommodate client schedules.
Do you offer estate planning consultations?
Yes, we provide a free 30-minute consultation to discuss estate planning needs and recommend appropriate documents to protect your assets and wishes.
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