Phoenix accounting and tax firms serve retirees, winter visitors, builders, tech employees and growing companies across the Valley. ITServices.Tech gives Phoenix accounting and tax firms one managed IT service that combines support, security, backups and planning.
Tax work in the Valley
Arizona’s flat individual income tax, a large retiree population and seasonal residents who split the year with another state create plenty of residency and multi-state questions. Builders, real estate investors, semiconductor and tech employees and small businesses round out client lists.
Arizona’s charitable tax credits
Arizona offers dollar-for-dollar state tax credits for donations to qualifying charities, foster care organizations, school tuition organizations and public schools, and taxpayers can claim many of them for the prior year if they give by the filing deadline. That adds receipts and limits to track on many returns, and secure document collection makes it easier.
Safeguards Rule compliance
The FTC Safeguards Rule covers tax preparers and requires a written information security program, and the IRS asks preparers to confirm they have one when renewing a PTIN. IRS Publication 5708 offers a template. We implement and document the technical safeguards, including MFA, encryption, patching and backups.
Client portals and seasonal clients
Clients who spend summers elsewhere need a secure way to send documents and sign returns from anywhere. A client portal with MFA and e-signature replaces emailed attachments.
Summer outages and fall deadlines
Heat-related outages and monsoon storms arrive just as extension season builds. Battery backup, cooling for equipment, off-site backups and remote access keep the firm working.
IT services for Phoenix accounting and tax firms
- QuickBooks and Sage support without replacing your tools
- MFA and secure remote access for tax season
- Backups and recovery for client files
- Monitoring for suspicious logins
Everything runs under one managed IT agreement, with the help desk, monitoring, patching, Microsoft 365, security and backups handled by the same team.
Software we support
We support the systems you already run, such as UltraTax CS, Lacerte, ProSeries, Drake and CCH Axcess, along with QuickBooks, Sage and client portals like SmartVault and ShareFile, without making you replace them.
Arizona data rules to know
Arizona’s breach notification law, A.R.S. 18-552, requires notice to affected people within 45 days, and to the Attorney General and the credit reporting agencies when more than 1,000 Arizonans are affected.
Office hours in Phoenix
Office hours for Phoenix clients are Monday to Friday, 8:00 AM to 5:00 PM Arizona time, in your own time zone.
Read more about IT for accounting and tax firms, managed IT services in Phoenix or all IT services in Phoenix.