O'Neil & Steiner, PLLC
Accounting with a personal touch

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We offer electronic filing with direct deposit and all of our returns are prepared by an AZ licensed CPA within our office.  We are a family organization and are here year round to serve your needs in the following areas:

  • Financial Accounting
  • Tax Assistance
  • Individual Income Tax Return Preparation (including out of state returns) 
  • Corporate, Partnership, and LLC Income Tax Return
  • Small Business Services
  • Payroll Services

Many of our valued clients want to file their tax returns as soon as possible.  While we understand this, it is important to remember that filing prior to all information and forms being available is the #1 reason for having to file amended returns.  This also leads to many correspondence issues.  As such, we do not begin preparing returns prior to February 1st. 

We will place all incoming returns in line and they will be prepared in the order they were received.  We will not place returns in line until they are complete and ready to be processed.  Until missing information is made available we will hold all other partial packets to the side and add them to the back of the line when the information is made available.

Tax Season Opens As Planned Following Extenders Legislation


Dear Valued Client,

We have been made aware that at least two of our clients have received a phone call from someone claiming to be calling from the IRS in order to collect taxes owed.  These calls were part of the largest ever phone fraud scam targeting US taxpayers.  Please do not give personal/banking information to anyone that calls you regarding taxes.  Please read the letter below and share it with those you care about.  Please pay special attention to the items I emboldened that have been used to make these fraudulent calls seem more realistic.

The following is available at the US Treasury website:

TIGTA Seal graphic

Treasury Inspector General for Tax Administration

Press Release

March 20, 2014
TIGTA - 2014-03
Contact: David Barnes
(202) 622-3062

TIGTA Warns of “Largest Ever” Phone Fraud Scam Targeting Taxpayers

WASHINGTON — The Treasury Inspector General for Taxpayer Administration (TIGTA) today issued a warning to taxpayers to beware of phone calls from individuals claiming to represent the Internal Revenue Service (IRS) in an effort to defraud them.

“This is the largest scam of its kind that we have ever seen,” said J. Russell George, the Treasury Inspector General for Tax Administration. George noted that TIGTA has received reports of over 20,000 contacts and has become aware of thousands of victims who have collectively paid over $1 million as a result of the scam, in which individuals make unsolicited calls to taxpayers fraudulently claiming to be IRS officials.

“The increasing number of people receiving these unsolicited calls from individuals who fraudulently claim to represent the IRS is alarming,” he said. “At all times, and particularly during the tax filing season, we want to make sure that innocent taxpayers are alert to this scam so they are not harmed by these criminals,” George said, adding, “Do not become a victim.”
Inspector General George urged taxpayers to heed warnings about the sophisticated phone scam targeting taxpayers, noting that the scam has hit taxpayers in nearly every State in the country. Callers claiming to be from the IRS tell intended victims they owe taxes and must pay using a pre-paid debit card or wire transfer. The scammers threaten those who refuse to pay with arrest, deportation or loss of a business or driver’s license.

The truth is the IRS usually first contacts people by mail – not by phone – about unpaid taxes. And the IRS won’t ask for payment using a pre-paid debit card or wire transfer. The IRS also won’t ask for a credit card number over the phone.

“If someone unexpectedly calls claiming to be from the IRS and uses threatening language if you don’t pay immediately, that is a sign that it really isn’t the IRS calling,” he said.

The callers who commit this fraud often:
  • Use common names and fake IRS badge numbers.
  • Know the last four digits of the victim’s Social Security Number.
  • Make caller ID information appear as if the IRS is calling.
  • Send bogus IRS e-mails to support their scam.
  • Call a second time claiming to be the police or department of motor vehicles, and the caller ID again supports their claim.
If you get a call from someone claiming to be with the IRS asking for a payment, here’s what to do:
  • If you owe Federal taxes, or think you might owe taxes, hang up and call the IRS at 800-829-1040. IRS workers can help you with your payment questions.
  • If you don’t owe taxes, call and report the incident to TIGTA at 800-366-4484.
  • You can also file a complaint with the Federal Trade Commission at www.FTC.gov. Add “IRS Telephone Scam" to the comments in your complaint.
TIGTA and the IRS encourage taxpayers to be alert for phone and e-mail scams that use the IRS name. The IRS will never request personal or financial information by e-mail, texting or any social media. You should forward scam e-mails to phishing@irs.gov. Don’t open any attachments or click on any links in those e-mails.

Taxpayers should be aware that there are other unrelated scams (such as a lottery sweepstakes winner) and solicitations (such as debt relief) that fraudulently claim to be from the IRS.
Read more about tax scams on the genuine IRS website at www.irs.gov.

Scary stuff.  Please be aware and don't be a victim.

Don't forget to make your Tax Credit Contribution to the school or charity of your choice.  
Up to $200 per individual and up to $400 per married couple filing jointly.  Be sure to include the receipt in your tax packet.  Here is the form for the Casa Grande Elementary School District.   Most organizations will have their form available online or a hard copy at their location.

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