Individual tax preparation & planning services

Because we actually like doing your taxes

We understand your
full financial picture

Taxes are easier when you have a year-round CPA team like Schneider & Stone. We help individuals and families prepare accurate returns, plan ahead, respond to tax notices, and stay organized for the next filing season.

As your year-round tax partners, we provide:

  • individual accountant helping man with tax planning in arizona office

    Tax planning

    You don’t have to be “wealthy” to benefit from tax planning. A little planning throughout the year can help you avoid surprises, make thoughtful decisions, and feel more confident about what’s ahead.

    We take time to understand your goals so we can offer guidance that fits your life, not just your tax return.

  • someone holding up an irs delinquency notice

    Delinquent tax assistance

    Unfiled returns, unpaid tax balances, and tax notices can feel stressful, especially when you’re not sure where to start.

    We’ll help you sort through the details without judgment, explain your options clearly, and build a practical plan for moving forward with as much peace of mind as possible.

  • individual accountant helping a male and female couple with tax audits in arizona office

    Audit support

    An audit or tax notice can be intimidating, but you don’t have to handle it alone.

    Our team can help you understand what’s being requested, gather the right documentation, and develop a clear response strategy so you feel supported and prepared throughout the process.

Licensed, registered, & credentialed

Schneider & Stone is licensed by the Arizona Board of Accountancy, are members of the AICPA, and the Arizona Society of CPAs.

"If you're looking for a great tax advisor that is going to be there for you throughout the entire year and not just tax season, then I highly recommend Schneider & Stone. Very helpful and saved my family a lot of money."

—Michael Sternard

Individual tax returns

Whether your return has complex multiple passthrough entities and multiple state filing requirements, or it’s a simple return with one W-2, Schneider & Stone is happy to work with you and provide exceptional service and advice.

Schneider & Stone provides individual tax preparation in Chandler, Gilbert, Queen Creek, and the Greater Phoenix area, as well as remotely throughout the U.S.

Tax questions? Get in touch.

We love building year-round relationships with our clients, so you always know where to turn when tax questions come up.