Family Tax Advantage is a year-round tax preparation and tax consulting firm based in Sun Lakes, with a second office in Connecticut. Dan Morson, CPA, is a Sun Lakes resident and has been in tax practice since 1966 (with Ernst & Young) and is a retired tax partner of the worldwide firm Deloitte. Dan is a Lifetime Member of the American Institute of Certified Public Accountants and a member of the Arizona Society of CPAs. He is licensed in Arizona, Connecticut and New York.
We have thoroughly studied the new tax law and know how it works. Unlike preparers who are not CPAs, we do not just rely on our computers to get the right answers. We know the right answers.
Family Tax Advantage handles all types of tax returns and situations: large and small, simple and complex, personal, estates, trusts and businesses. We prepare returns of all states. Electronic Filing is provided at no extra charge. We offer personalized service in a private environment throughout the year.
We will gladly review your prior years’ tax returns to determine if any tax refunds can be claimed, or prepare unfiled prior years’ returns.
For those unable to leave their homes, we can schedule home visits.
As a CPA firm, we can be your legal representative in dealings with the IRS. As CPAs, we are required to take a minimum of 40 hours of education each year to maintain our skills and remain current on new developments in taxes. So you can be well informed, we issue newsletters throughout the year.
Our fees are reasonable and competitive. We accept all major credit and debit cards.
If you want a highly-skilled professional CPA firm to take care of your tax returns, questions and planning, Family Tax Advantage is the firm for you.
Call us in Sun Lakes at 480-802-5829.