Phoenix-based · Serving clients nationwide

Tax preparation and planning, without the tax-season runaround.

Clear answers, experienced guidance, and year-round support for individuals, families, and business owners. Your taxes should feel managed—not mysterious.

  • CPA/PFS, EA, CFP®
  • Past-due, sales/use, and multistate tax
  • In-person and virtual appointments
Andres (Andy) Ibarra, CPA/PFS, EA, CFP®
One professional relationship Tax expertise with a wider financial perspective.
15+ yearsof tax and financial experience
Year-roundplanning and compliance support
Coordinatedtax and advisory capabilities

Tax services

Support for the return—and the decisions behind it.

From routine filings to past-due, sales and use, or multistate issues, we focus on accuracy, clarity, and practical next steps.

01

Individual tax returns

Federal, state, and applicable local filings for individuals and families, including investment, rental, and self-employment income.

Discuss your return
02

Business tax returns

Tax preparation for sole proprietors, partnerships, S corporations, and closely held businesses—with attention to the books behind the return.

Discuss your business
03

Tax planning

Estimates, entity and compensation considerations, transaction planning, and year-end strategies before the filing deadline makes the decisions for us.

Plan ahead
04

Past-due taxes and notices

Specialized help catching up unfiled returns, understanding federal and state notices, and building a practical path back into compliance.

Start getting caught up
05

Sales and use tax

Registration, filing, compliance reviews, notice assistance, and practical guidance for businesses with sales and use tax obligations.

Discuss sales tax
06

Multistate tax

Support for individuals and businesses navigating income, filing, and compliance obligations across multiple states.

Discuss a multistate issue

Additional tax work: Estate and trust income-tax returns, fiduciary filings, and related beneficiary coordination.

Tax work is technical.
Good service should not feel that way.

Meet Andy

Experience that connects tax, business, and personal finance.

Andres “Andy” Ibarra is a CPA/PFS, Enrolled Agent, and CFP® professional who helps clients make sense of tax obligations and the financial decisions surrounding them.

Before entering accounting and finance, Andy spent 15 years as a chef and restaurant owner. That operating experience still shapes his approach today: explain what matters, build a workable process, and solve the problem in front of you.

His background includes tax-content research and programming at Intuit, degrees in finance and accountancy from Northern Arizona University, and extensive work with individuals, entrepreneurs, and closely held businesses.

CPA/PFSEACFP®

More than tax preparation

When tax questions become business or financial-planning questions.

Phoenix Tax Guy focuses on tax preparation, planning, notices, and compliance. For clients who need ongoing business accounting, payroll support, fractional CFO services, financial planning, or estate-planning support, we coordinate with Certified Advisors.

Explore Certified Advisors

Tax resources

Useful reading, minus the tax-code bedtime story.

Ready when you are

Let’s make the next tax step clear.

Schedule an appointment to discuss a return, planning question, notice, or business tax need.

Schedule an appointment
Call (602) 268-0611
Visit

510 E. Southern Ave
Phoenix, AZ 85040

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