Business Details
50+ Years
experience
Expert Tax Services in Tucson, AZ
We are a professional service firm licensed in Arizona, dedicated to providing comprehensive tax solutions since 1943. Our expertise spans individual and business tax preparation, strategic tax planning, and resolution of complex tax problems, including IRS audit representation and back taxes owed. With decades of combined experience, our team of certified professionals prioritizes client education, proactive tax-saving strategies, and compassionate support during estate and trust administration.We serve individuals, business owners, and families across Southern Arizona, offering personalized consultations to ensure compliance while minimizing tax liabilities. Our commitment to excellence is reflected in our long-standing relationships with clients and strategic partnerships with legal and financial professionals.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Back Taxes Owed
IRS Payment Plan
Estate Tax Planning
Trust Tax Compliance
Business Tax Services
Individual Tax Services
Tax Problem Resolution
Details
- Year established: 1943
Highlights and features
- We offer decades of tax expertise since 1943 with licensed professionals.
- Our team includes a CPA and Enrolled Agent with advanced degrees.
- We provide free initial consultations and transparent fee estimates.
- We partner with attorneys for comprehensive estate and trust planning.
- Compassionate support during estate administration and tax crisis resolution.
What people say
Excellent and professional service
Compassionate approach
Thorough and helpful
Personal approach
Best
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, ensuring maximum refunds and minimizing liabilities. Our team identifies overlooked deductions and credits while offering payroll withholding adjustments to optimize your financial outcomes. Clients receive personalized guidance to simplify complex tax laws and maintain compliance.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce current and future tax burdens, including income deferral, bracket optimization, and entity structuring. We focus on long-term savings for businesses, high-net-worth individuals, and those with investment or retirement income, exceeding minimum compliance requirements through continuous education on evolving tax codes.
IRS Audit Representation
We handle IRS audits from start to finish, protecting clients from excessive liability by managing documentation and communication. Our expertise in audit procedures and taxpayer rights ensures minimal disruption to personal and business operations, with a focus on resolving disputes efficiently and discreetly.
Estate Tax Planning
Our estate tax planning services focus on minimizing estate and income taxes for trusts and beneficiaries. We collaborate with attorneys to ensure compliance with probate and tax laws, offering strategies for asset protection, charitable giving, and intergenerational wealth transfer tailored to each client's unique circumstances.
Trust Tax Compliance
We provide comprehensive tax compliance for trusts and estates, including fiduciary return preparation and income tax planning. Our services ensure adherence to post-mortem tax rules while optimizing distributions to beneficiaries, integrating with broader estate strategies to preserve wealth and maintain regulatory compliance.
People
Paul T. Wildman
Owner, CPA
Paul graduated Magna Cum Laude from the University of Bridgeport in 1979. With decades of experience, he leads Axiom Tax PC, focusing on tax compliance and strategic planning for individuals and businesses.
Jeremy Zavisch
Enrolled Agent
Jeremy holds a Master's in Accounting from the University of Phoenix. He brings expertise in credit risk analysis and fraud prevention to his role, specializing in complex tax preparation and client advisory services.
Greg Lundeen
Tax Manager
Greg has over 20 years of tax experience and a finance degree. He specializes in business tax strategies and has owned multiple successful enterprises, offering practical insights to clients.
Wendy Smith
Client Services Manager
Wendy holds a BS in Business Marketing and an MA in Elementary Education. She oversees client interactions, ensuring seamless communication and satisfaction across all service areas.
Gail Parker
Business Operations Manager
Gail has managed small businesses in Tucson for over 25 years. She has been with Axiom Tax since 2006, ensuring efficient day-to-day operations and administrative support.
Questions
What tax services do you offer for individuals?
We provide tax preparation, audit representation, back tax resolution, and personalized planning to minimize liabilities for individuals, ensuring compliance with federal and state regulations.
How can you help businesses with tax planning?
We optimize business tax strategies through entity structuring, deduction maximization, and compliance solutions, reducing liabilities while supporting long-term financial growth and operational efficiency.
Do you handle IRS audit cases?
Yes, we represent clients during IRS audits, managing documentation and communication to resolve disputes discreetly and minimize tax obligations while protecting your rights.
What estate and trust tax services are available?
We offer estate tax planning, trust compliance, and probate-related tax services, collaborating with attorneys to ensure asset protection and tax-efficient wealth transfer.
Can you assist with back taxes owed?
We help resolve back tax debt through payment plans, offers in compromise, and penalty abatement, working to reduce balances and establish manageable repayment terms with the IRS.
How do I schedule a consultation?
Contact us via phone or email to request a free initial consultation, where we'll discuss your needs and provide a transparent fee estimate for our services.
