Steve Phillips, CPA & Associates Serving Tucson Since 1996 CONTACT US Exciting Update! You can now easily reach any member of our team and securely submit your documents by simply clicking on their name ! We’ve made it easier than ever to stay connected and ensure your information is handled with the utmost security. ABOUT US For Over 25 years at Steve Phillips, CPA & Associates , we have been building successful relationships with our clients and centering our attention to what is important to them. Located in Tucson, everything we do here is at our highest quality so clients don't walk out without receiving the best work in accuracy, timeliness, honesty and respect. With our specialty in Tax Preparation and other great services in consulting, incorporation of businesses and bookkeeping, we have all the resources required to help meet individual specific needs. Anywhere from quick services to complicated situations, we will follow through until everything is settled with satisfaction. Our commitment to clients is what gives them the unique experience of confidence in our company and a sense being valued whenever they do business with us. Here at Steve Phillips & Associates, we make it happen. ACCOUNTING TAX PREPARATION INCORPORATION OF BUSINESSES Services MEET THE TEAM Steve Phillips, CPA *Securely communicate and upload files here for Steve: https://verifyle.com/@stevephillipscpa Steve has three beautiful children and a lovely wife. He enjoys spending time with family, friends and watching the New England Patriots win the Super Bowl. Steve has been a CPA since 1994. He Currently assists many individuals and business entities file their income taxes very year. He is committed to giving his clients the best possible personalized service. Ryan Phillips, EA *Securely communicate and upload your files here for Ryan: https://verifyle.com/@ryanphillipsea Ryan has been a member of the Steve Phillips & Associates team since 2016. Following his education from Pima Community College, Ryan completed the Gleim Enrolled Agent program and passed the IRS exams to become an Enrolled Agent in 2023. He enjoys spending time with his wife and kids, helping coach sports after office hours. Following in his father's footsteps, he seeks to meet the needs of all the clients he does business with. Stephen Posson, EA Stephen Posson has been a Tucson resident since 1998 and graduated from Sabino High School in 2000 and the University of Arizona in 2007. Stephen has been involved in tax preparation and accounting with Steve Phillips and Associates since 2008 and in November 2012 Stephen passed the IRS exams and became an Enrolled Agent Daniel Muritz, EA *Securely communicate and upload your files here for Daniel: https://verifyle.com/@danielmuritzea Daniel Muritz was born and raised in Tucson, AZ and graduated from Mountain View High School in 2003. He played soccer at Pima Community College for two years then transferred to, and graduated from, The University of Arizona in 2007 with an Accounting Degree. He has been working with Steve Phillips and Associates since June 2005 and in March 2012 Danny passed the IRS Exams and became an Enrolled Agent. Daulton Hopkins *Securely communicate and upload your files here for Daulton: https://verifyle.com/@daultonhopkins Joanne Phillips Joanne has been an Administrative Assistant for Steven Phillips and Associates for more 14 years. She specializes in responsive feedback and relationship with clients. Joanne loves her family and enjoys spending time with her five grandkids. Hayley Cline Hayley joined Steven Phillips and Associates in 2024 through an internship program offered by Pima Community College, following the completion of her internship she has transitioned into a full-time role and has remained with the team. In 2018 she graduated community college with a business administration degree. Hayley is currently working towards completing her bookkeeping certification. Tania Dutari Tania Dutari joined Steve Phillips & Associates in late 2016 as the front desk associate. She serves as the first point of contact for clients and visitors, providing assistance, answering questions, and ensuring smooth communication between clients and the team. With her friendly and professional approach, Tania plays a key role in maintaining an organized and welcoming office environment. Krystell Góngora Krystell joined our team in 2024 and is dedicated to providing exceptional service at the front desk. With a friendly demeanor and a commitment to helping others, she ensures that every visitor feels welcomed and supported. Links you may need Here are some websites that might be useful for you. Click the name to visit them directly! IRS WEBSITE The IRS website provides information on taxes, filing forms, and managing your tax account. AZ DEPARTMENT OF REVENUE Offers resources for state taxes, filing, and account management for Arizona residents and businesses. REFUND STATUS Lets you check the status of your tax refund. AMENDED RETURNS You can check the status of an amended return around 3 weeks after you submit AZ TAX CREDITS Information on various charitable organizations eligible for state tax credits STAY CONNECTED WITH US AND RECEIVE OUR NEWSLETTERS AND NOTICES Subscribe to our newsletter Email* Yes, subscribe me to your newsletter. Subscribe

Please use these forms for your 2025 Tax Preparation 2025 Client Letter 2025 Tax Law Changes 2025 Individuals Engagement Letter 2025 Business Engagement Letter 2025 Tax Organizer

FinCen Registry-BOI Reporting **ATTENTION** On February 28th, 2025, the Financial Crimes Enforcement Network (FinCEN) has announced the beneficial ownership information (BOI) registration requirement for most companies that was previously set for March 21st, 2025 will be extended. Currently FinCEN has not announced a new registration deadline, but has declared all enforcement is currently suspended. This once again halts the registration requirement, although companies may still voluntarily register. Please visit the FinCEN website at https://fincen.gov/boi for the most current information. The BOI registration is a completely separate filing requirement to your tax filings and while our office is not assisting with the registration process directly, we do wish to notify all affected individuals. If you are an owner of a business and wish to voluntarily register with FINCEN, we highly encourage you to visit the registration webpage: https://boiefiling.fincen.gov/boir/html US Business Reporting FinCen- 2024 and Later BOI Informational Brochure Due to the nature of the information requested on the FinCen registry, we are not providing any services related to the filing or preparation of the BOI reporting. We are not responsible for the written or verbal advice on completing BOI registration. The filing can be completed online: Start Now 2025 "OBBBA" Tax Updates: On July 4th, 2025 Congress signed into law the "One, Big, Beautiful Bill Act" as Public Law 119-21, effective for tax year 2025. The bill includes many tax law changes that you can read about here . Please see our "2025 Tax Law Changes" attachment flyer on the "Forms" tab above for additional info we will need to prepare your 2025 tax return. Statute of Limitations: Generally when a tax return is filed in a timely manner, the IRS and state have limited opportunity to review the return for any discrepancies. The IRS has 3 years to comply with federal statute rules and regulations whereas the State of Arizona has 4 years to comply with similar state limitations. The rules vary under some circumstances, and you may find additional information at the following links: READ MORE FEDERAL READ MORE STATE

PRIVACY POLICY A LEGAL DISCLAIMER It has always been our policy to keep all information we collect from you confidential from all sources. We restrict access to all nonpublic personal information about you to members of our company who need to know that information to provide services to you. We do collect nonpublic personal information about you from the following sources: Information we receive from you on tax preparation organizer, worksheets, Federal and State tax reporting forms, and from other documents we use in tax preparation or related services. Information about your transactions with us and others. Information we may receive from outside agencies such as banks and brokerage houses. WE DO NOT DISCLOSE ANY NONPUBLIC PERSONAL INFORMATION ABOUT OUT CLIENTS OR FORMER CLIENTS, EXCEPT AS PERMITTED, REQUIRED OR APPROVED BY YOU IN WRITING AS LISTED: Requirements to comply with federal, state or local law. Requirements to comply with national, state or local licensing rules. Requirements to disclose information in response to legal subpoenas. Items you permit or request us to disclose, as authorized by you in writing with signature. Information you authorize us to disclose by signing our engagement letter to electronically file your return. DATA SECURITY POLICY As part of our privacy policy, we have an active data information security plan. As per IRS requirements, our firm retains a Written Information Security Plan (WISP).

Contact Us We’re here to help. Feel free to reach out with any questions, feedback, or inquiries. Just fill out the form, and we’ll get back to you as soon as possible. Please be advised that we are not accepting new clients at this time. Name Last name Phone Email Message Submit