Tax Services- Representation, Planning and Preparation

We understand the interplay of different laws and regulations, and in planning strategies to minimize liabilities or protect our clients’ personal and business assets. Tax planning is an important aspect of family wealth and retirement planning. Michael G. Kelly, Attorney At Law, and a Certified Practitioner in Individual and Small Business Taxation, takes pride in not just preparing business and individual income tax returns for our clients, but helping them plan for a better financial future.

Finding your way through our complicated tax laws can be daunting, and misinterpretation can have a huge effect on your tax liabilities. At Kelly Law and Tax, Mr. Kelly has advanced training in Taxation and is available to help navigate the jungle of income, expenses, deductions and penalties. We can instruct individuals and businesses in all areas of tax law and can represent your best interests to the Internal Revenue Service or State Tax Authority.

At Kelly Law and Tax, we can help you with estate planning and assist you with a host of strategies to maximize your tax benefits. By gaining this understanding of your goals and objectives, we can work with you to design tax planning strategies geared to help you achieve your short- and long-term goals.

We pride ourselves on creating strong, lasting relationships with our clients so we can help you as your needs and circumstances change. Our services include: Individual and business tax return preparation, Succession planning, Charitable giving, Family estate and Gift planning, Retirement planning and Year-end tax planning. We believe in providing professional quality tax service at a reasonable price.

We can assist taxpayers in reviewing their tax returns and see if they were prepared correctly and if not then amend the tax returns to make sure correct.

We handle the following matters:

  • Federal Tax Issues
  • IRS/ Tax Settlements
  • State and Federal Tax Collection Representation
  • Tax Audits
  • Taxation
  • Trust & Estate Income Taxes
  • Unfiled Tax Returns



Se habla español

PHONE: (623).628-1110,  (623) 628-0977
FAX: (623) 240-2609



15331 W Bell Rd Suite 212,  Surprise, AZ 85374

4435 E Chandler Blvd Suite 200,  Phoenix, AZ 85048 (I-10 & Chandler Blvd)

14050 N 83rd Ave Suite 290,  Peoria, AZ 85381 (83rd & Thunderbird)

 289 N Litchfield Rd, Goodyear, AZ 85338 (Southwest Valley Chamber of Commerce)