☎ (623) 745-8899
LED BY AN IRS ENROLLED AGENT
Tax Preparation Services in Peoria, AZ
Balanced Right Tax & Accounting provides professional tax preparation services in Peoria, AZ, for individuals and businesses. Mark Jugan, an IRS Enrolled Agent with over 15 years of tax and accounting experience, leads every return. We prepare accurate federal, Arizona, and multi-state tax returns, help clients understand their tax obligations, and guide informed financial decisions.
5.0 ★ on Google
EA IRS Enrolled Agent
15+ Years Experience
TAX PREP SERVICES
Comprehensive Tax Preparation Services From Start to Finish
At Balanced Right Tax & Accounting, our tax preparation services cover every part of your tax return. We collect your income records, check your W-2s, 1099s, and receipts, and work out what you owe or what refund you get. We apply the credits and deductions that fit your life, then e-file your return with the IRS, the Arizona Department of Revenue (ADOR), and any other state where you owe tax. You get a copy for your records, and if the IRS or a state tax agency writes to you later, we help you answer.
RETURNS WE FILE
Professional Tax Preparation Services for Individuals, Businesses & Nonprofits
Our tax prep company handles tax preparation for individuals, self-employed people, businesses, trusts, estates, and nonprofits. Each type uses its own IRS forms. We quote every return on its own, based on your forms, schedules, and records. Pick your return, then book time with Mark.
Form 1040
Individual Tax Preparation
We prepare Form 1040 for employees, retirees, and investors. We report your wages, Social Security, pensions, interest, and stock sales, claim credits like the Child Tax Credit, and file your federal and state returns.
Schedule C
Self-Employed Tax Preparation
We prepare returns for freelancers, gig workers, and single-member LLC owners. We report your business income and expenses on Schedule C, figure self-employment tax on Schedule SE, and claim deductions like mileage and a home office.
Form 1065
Partnership Tax Preparation
We prepare Form 1065 for partnerships and multi-member LLCs. We report the business's income, deductions, and balance sheet, then issue a Schedule K-1 to each partner, so every owner reports the right share.
Form 1120-S
S Corporation Tax Preparation
We prepare Form 1120-S for S corporations and LLCs that elect S corp status. We review reasonable salaries for owner-employees, report business income, and issue a Schedule K-1 to each shareholder for their personal return.
Form 1120
C Corporation Tax Preparation
We prepare Form 1120 for C corporations that pay their own income tax. We apply the 21% federal corporate rate, plan estimated tax payments, and file your Arizona Form 120 and any other state returns.
Form 1041
Trust and Estate Tax Preparation
We prepare Form 1041 for trustees and executors when a trust or estate earns income. We report that income, account for distributions to beneficiaries, and issue a Schedule K-1 to each beneficiary who receives a distribution.
Form 990
Nonprofit Tax Preparation
We prepare the annual Form 990 information return for charities and other tax-exempt groups, whether you file the 990-N, 990-EZ, full 990, or 990-PF for private foundations. Filing on time protects your tax-exempt status.
Form 709
Gift Tax Return Preparation
We prepare Form 709 when you give one person more than the annual IRS gift exclusion. We report the gift and apply it to your lifetime exemption, so most people owe no gift tax.
BEYOND TAX SEASON
More Accounting and Business Services We Cover
Taxes are only one part of your money picture. Balanced Right also helps Peoria businesses all year with services that keep your books clean, your team paid, and your company legal.
01
Accounting and Bookkeeping Services
Our licensed CPA oversees your books. We record your income and expenses, match your bank accounts monthly, and prepare clear financial statements. Clean books make tax time faster and show how your business is doing.
Accounting and bookkeeping services in Peoria
03
Licensing Services
Most businesses need the right licenses before they open. We help you apply for your Arizona Transaction Privilege Tax (TPT) license and any city permits your business location may require.
Business licensing services in Peoria
05
Financial Advisory Services
Make big money choices with clear numbers. We review your financial reports, build budgets and cash flow forecasts, and help you plan for growth, new hires, or major purchases with confidence.
Financial advisory for Peoria businesses
02
LLC Creation Services
Ready to start a business? We help you form your LLC with the Arizona Corporation Commission, get your EIN from the IRS, and pick the tax setup that fits your goals and income.
LLC creation services in Arizona
04
Payroll Services
We run payroll on time. We figure tax withholding, file federal Form 941 and Arizona Form A1-QRT, and prepare year-end W-2s, so you pay your team correctly and stay compliant.
Small business payroll services
Mark Jugan, EA
Owner and Enrolled Agent
YOUR TAX PROFESSIONAL
Meet Mark Jugan, EA, Your Tax Preparer in Peoria, AZ
Mark Jugan owns and leads Balanced Right Tax & Accounting. He earned his undergraduate degree in accounting, and has spent more than 15 years in the field. Along the way, he worked at several accounting firms and handled tax preparation, accounting, and audit work for a wide range of clients. That mix taught him how every number connects, from your daily books to the final line of your tax return.
As a CPA and IRS enrolled agent, Mark has represented clients before the IRS and the Arizona Department of Revenue and helped them settle tough tax issues. Still, Mark believes great tax work starts with a real relationship. He learns your goals, answers your questions in plain words, and stays available long after tax season ends. To Mark, every client matters, and every return gets his full attention, whether it is simple or complex.
SIMPLE STEPS
How Our Tax Preparation Process Works
Balanced Right finishes your taxes in five simple steps. At each step, you know what happens next, what we need from you, and how your federal and state returns come together.
01
Book Your Appointment
Pick a time that works for you. Book online or call our Peoria office at (623) 745-8899. Tell us a little about your income, your family, and any business you run, so Mark can plan your visit.
02
Gather Your Documents
Use the checklists below to collect your W-2s, 1099s, receipts, and last year's return. Bring everything with you to your appointment. If a form is missing, we tell you where to find it.
03
Review and Prepare
Mark reviews your records, asks a few questions, and checks every number. Then he prepares your federal and state returns and claims every deduction and credit you qualify for.
04
Sign and E-File
We walk you through your return line by line and answer every question. Once you approve and sign, we e-file it with the IRS and your state and send you a copy for your records.
05
Get Year-Round Support
Our help does not stop on April 15. If the IRS or your state sends you a letter, or a new tax question comes up during the year, just call us. Mark helps you all year long.
Documents to Bring for a Personal Return
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Photo ID and Social Security numbers for you, your spouse, and dependents
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W-2 forms from every employer
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1099 forms for interest, dividends, gig work, and retirement income
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SSA-1099 for Social Security benefits
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Form 1098 for mortgage interest, plus property tax records
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Child care costs and your provider's tax ID number
✓
Last year's federal and state tax returns
Documents to Bring for a Business Return
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Profit and loss statement and balance sheet for the year
✓
Bank and credit card statements for business accounts
✓
Payroll reports and the W-2 or 1099-NEC forms you issued
✓
Receipts for large purchases like equipment and vehicles
✓
Mileage log for business driving
✓
Last year's business return and any Schedule K-1s
✓
Your EIN and formation papers (articles of organization or incorporation)
SERVICE AREA
Tax Preparation Services Across Peoria and the Northwest Valley
Cities and ZIP Codes We Serve
We prepare tax returns for individuals and businesses in these communities:
Peoria, AZ (85383, 85382)
Glendale, AZ (85310)
Surprise, AZ
El Mirage, AZ
Sun City West, AZ
Anthem, AZ
Tax Help for Retirees in Sun City West
Retirement brings new tax questions. We help Sun City West retirees report Social Security, pensions, IRA and 401(k) withdrawals, and required minimum distributions (RMDs). Arizona does not tax Social Security benefits, and we make sure your state return shows that. We explain every number in plain words and give you time to ask questions.
Our office sits on West Happy Valley Road in north Peoria, close to families and business owners across the Northwest Valley. Clients drive in from nearby cities for tax help they can trust, and many come back year after year. You get expert tax preparation without a long drive into central Phoenix.
Visit Our Office on West Happy Valley Road
Meet Mark face to face at our Peoria office. Book ahead, so he can set aside time just for you.
Balanced Right Tax & Accounting
8325 W Happy Valley Rd Ste 120, Peoria, AZ 85383, United States
Google Map
CLIENT REVIEWS
What Our Clients Say
Our clients give Balanced Right Tax & Accounting a 5-star rating on Google. Read what Peoria families and business owners say about working with Mark.
5.0
★★★★★
Rated on Google
★★★★★
"Hiring a tax accountant is well worth the cost, even if it just for personal taxes. Mark Jugan does an awesome job on taking the burden off of our shoulders and navigates for us the intricacies of filing documents in the correct form. This year we will reduce our taxable income by about $6000 following Mark’s advice of taking advantage of tax avoidance strategies. This company is such a great help and plan on continuing with them."
RP798 · Google Review
★★★★★
"Mark Jugan is very knowledgeable, helpful, and professional. He answered all of my questions about taxes. I highly recommend him!"
Emilie Coffman · Google Review
★★★★★
"Mark is exemplary in preparing my taxes yearly and in helping me do my tax planning. He even gives me a small deduction for being organized.👍 You will like his knowledge and advice and you will like him!"
Sue Saragusa · Google Review
Schedule Your Peoria Tax Prep Consultation Now
Stop worrying about tax forms and deadlines. Book an appointment with Mark Jugan, EA, and let him prepare your federal and state returns correctly. We serve individuals, businesses, trusts, and nonprofits across Peoria and the Northwest Valley. Call (623) 745-8899 or book online in a few minutes.
FAQ
Frequently Asked Questions About Tax Preparation
What does a tax preparation service do?
A tax preparation service prepares and files your tax returns for you. At Balanced Right, we collect your tax documents, check your income and expenses, and apply every deduction and credit you qualify for. Then we prepare your federal return for the IRS and your state returns for Arizona or any other state where you file. We e-file both, give you copies, and help if either agency contacts you later.
How much do tax preparers charge for personal and business returns?
Tax preparation fees depend on how complex your return is. A simple personal return takes less work than a business return with several schedules and partners. The main factors are the forms you need, your number of income sources, the condition of your books, and how many states you file in. At Balanced Right, we review your situation first and give you a clear quote before any work begins.
What is an enrolled agent in tax preparation?
An enrolled agent is a tax expert who holds the highest credential the IRS awards. EAs pass a three-part IRS exam, clear a background check, and complete 72 hours of tax education every three years. In tax preparation, an EA prepares returns for individuals, businesses, trusts, and nonprofits. An EA can also represent you before the IRS if a question or problem comes up after you file.
What is the difference between an enrolled agent and a tax preparer?
The main difference is testing and representation rights. A paid tax preparer needs only a PTIN from the IRS and takes no federal exam. An enrolled agent passes a tough IRS exam and keeps up with ongoing tax education. An EA can also represent you in audits, collections, and appeals. Most unenrolled preparers have very limited rights to speak to the IRS for you.
Can an enrolled agent prepare and file my tax return?
Yes, an enrolled agent can prepare and file your tax return. EAs prepare every common return type, including Forms 1040, 1065, 1120-S, 1120, 1041, 990, and 709. Mark Jugan, EA, prepares and e-files federal returns with the IRS and state returns for Arizona and any other state. Because he is an EA, he can also represent you if the IRS has questions later.
Can I pay someone to do my business taxes?
Yes, you can pay a tax professional to prepare and file your business taxes. Many owners do, because business returns have more forms, stricter deadlines, and bigger penalties for mistakes. We prepare Schedule C, partnership, S corporation, and C corporation returns for Peoria businesses. We also issue Schedule K-1s to owners and can keep your books all year, so tax time runs smoothly.
Which tax service is best for small businesses?
The best tax service for a small business offers real credentials, year-round support, and help beyond tax season. Look for an enrolled agent who knows business returns, can represent you before the IRS, and also handles bookkeeping and payroll. Balanced Right offers all of this under one roof, so your books, payroll, and tax returns work together instead of sitting in separate places.
How do I choose the best tax preparer in Peoria, AZ?
Choose a Peoria tax preparer with a real credential, strong reviews, and a local office. First, confirm their credential in the IRS Directory of Federal Tax Return Preparers. Next, read their Google reviews. Then ask if they work year-round and can represent you before the IRS and the Arizona Department of Revenue. Balanced Right checks every box, with Mark Jugan, EA, and a 5-star Google rating.
Do you prepare tax returns for retirees and seniors?
Yes, we prepare tax returns for retirees and seniors across the Northwest Valley, including Sun City West. We report Social Security, pensions, IRA and 401(k) withdrawals, and required minimum distributions. We also apply senior tax breaks, such as the larger standard deduction for people 65 and older. Arizona does not tax Social Security benefits, and we make sure your state return reflects that.