Tax Changes to Know Before You File Your 2021 Return

Each year, key changes are made to Arizona’s tax code. Here are some highlights you should know.

VIEW TAX CODE CHANGES

Latest from the Blog

Should You Consider a Roth Conversion While the Market is Down?

07-13-2022

While few people like the stock market declines we are experiencing.  There are some bright spots and opportunities.  Should you consider converting a traditional IRA to a Roth during a down market?

Traditional IRAs are pre-tax dollars.  While the money grows in the Traditional IRA tax-free; at distribution, you are taxed at your ordinary income tax rates.  A Roth IRA invests post-tax dollars.  Assuming you meet certain criteria, all Roth IRA distributions are income tax free.

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Putting More Money in Your Pocket

Boudreau Consulting LLC provides a variety of estate, financial and business planning services. The company's mission is to provide solutions that place more money in our client's pockets through sound strategic, financial & tax planning concepts. By accumulating a diverse background of professional talent, Boudreau Consulting provides assistance to individuals, small businesses and corporate clients.

We Remain Open and Able to Serve You

The team at Boudreau Consulting LLC is open for business and able to continue serving you during this difficult situation caused by the recent COVID-19 outbreak.  Our firm prides itself on being flexible to meet differing client needs.  This is a reminder that our firm continues to use technology to make it more convenient for you.   So, if you choose to limit travel and physical exposure to external elements, we can still serve you.

  • Our secured client portal allows us to exchange digital documents (www.boudreauconsulting.com/ select the blue CLIENT PORTAL in the upper right corner of the webpage).  If you need a portal set up, please call (480) 776-3358 or email taxinfo@bcsbs.net.
  • Our use of video conference meetings allows for the benefits of face-to-face, including the sharing of computer screens if that is needed for better explanation
  • Email documents to TAXINFO@BCSBS.NET.  This is firm-wide email that is monitored regularly and is the most efficient manner to process work
  • Text information to (480) 771-0400
  • Phone our office at (480) 776-3358

We want all of our clients safe and healthy.  We look forward to a long-term professional relationship with you.