Advanced Tax Planning
Make your next financial decision with the tax picture in view. We help you compare choices, anticipate tax obligations, and turn planning conversations into practical next steps.
Explore this serviceYour finances deserve personal attention. We help individuals, families, and business owners prepare their taxes, keep their books organized, and plan ahead—with clear explanations at every step.
Explore tax preparation, business accounting, and international reporting. Each service page explains the work, the records to gather, and how to begin.
Make your next financial decision with the tax picture in view. We help you compare choices, anticipate tax obligations, and turn planning conversations into practical next steps.
Explore this serviceCareful preparation starts with understanding the records behind the return. We prepare individual and business income tax returns and explain the information that affects your filing.
Explore this serviceFound missing information or a possible error in a filed return? We review the original filing and the supporting records to determine what correction may be appropriate.
Explore this serviceA tax examination deserves an organized response. We help you understand the request, gather relevant records, and address the matter with professional representation.
Explore this serviceGet help understanding the paperwork for an Individual Taxpayer Identification Number. We assist with Form W-7 preparation and identifying the supporting documents relevant to your application.
Explore this serviceIf your records are not ready, plan your next steps before the filing deadline. We help with extension requests and review the information available to estimate a potential payment.
Explore this serviceKeep payroll connected with your business records. We help coordinate payroll information, accounting entries, and support for your ADP payroll arrangement.
Explore this serviceYour business needs more than a year-end total. We bring bookkeeping, financial reporting, business tax preparation, and planning into a coordinated view of your operations.
Explore this serviceForeign financial accounts can create reporting responsibilities beyond an income tax return. We help review your situation and prepare an FBAR when a filing is required.
Explore this serviceUnderstand how foreign financial assets fit into your U.S. tax reporting. We assist with reviewing potential Form 8938 requirements and preparing the form when applicable.
Explore this serviceU.S. income and international circumstances require a careful look at filing status and reporting obligations. We help nonresident taxpayers evaluate their situation and prepare the appropriate return.
Explore this serviceYou deserve a clear explanation of your numbers and a service relationship built around the questions that matter to you.
Our founder, Rafael Carmona, is an Enrolled Agent and Certified Tax Planner. That tax focus shapes the way we approach preparation, planning, and representation.
A family tax return and an operating business raise different questions. We start by understanding your circumstances and the scope of help you need.
We explain the information needed, the work involved, and the next steps in everyday language. Speak with us in English or Spanish.
Your books, payroll records, business returns, and personal tax picture are connected. We help bring those pieces into the same conversation.
Enrolled Agent · Certified Tax Planner
One Plus Tax & Accounting Inc is a Phoenix-based tax and accounting firm founded by Rafael Carmona, EA. We work with individuals, families, and business owners who want organized records, thoughtful tax preparation, and a clearer understanding of their financial decisions.
Our purpose is to make tax and accounting matters easier to understand and manage. We bring preparation, planning, bookkeeping, and business reporting into the same conversation, with practical explanations and attention to your circumstances.
A change at home or in your business is a good reason to review your tax plan. Talk with us about what has changed and what to consider next.
Review filing choices, dependents, and withholding as your household changes.
Consider how a change in earnings fits into your overall tax picture.
Discuss income shifts, major purchases, or plans for a new business.
Look ahead at the tax considerations of changing income sources.
Tell us about your situation, the questions you need answered, and what you want to accomplish. We’ll discuss the services that fit your needs.
We clarify the scope of work and the records needed, then review the relevant details with you. Our office will explain how to provide documents securely.
Understand the work completed, the questions that remain, and the next steps. We aim to make tax and accounting decisions easier to understand.
Access your client portal, request an appointment, or pay an invoice through the links below. Each opens in a new tab.
Sign in to your Canopy client account to access your portal.
Open client portalRequest a time to discuss your tax and accounting needs through our Calendly page.
Request appointmentUse our CPACharge payment page to pay your invoice.
Pay invoicePreparing a return, reviewing your books, or facing a tax question? Call our office to discuss your needs and current availability.
Fax: (602) 249-9815
Email: info@oneplustax.com