Tucson Tax Team
Friendly, knowledgeable team specializing in tax services.
About Tucson Tax Team
Tucson Tax Team is a Tucson accounting and tax practice focused on income tax preparation and filing. The team describes its work as providing tax services through a friendly, knowledgeable, and highly trained group of income tax experts. Its office is located in Tucson's Old Farm Executive Park, just west of Costco, where the practice serves clients seeking help with a range of individual, business, real estate, and estate related tax matters.
The firm's listed services include individual tax returns and small business tax returns, along with returns connected to residential and commercial rentals. Tucson Tax Team also works with trusts and estates, Mexican real estate, all state returns, and virtual currency taxation. This range reflects the different kinds of income, property, and financial circumstances that can affect a tax filing. The website presents the practice as a resource for both personal returns and more involved situations that may require additional forms, documentation, or attention to state and federal requirements.
To help clients gather information, Tucson Tax Team provides tax organizers for several common filing situations. These include a simple tax organizer, a small business income and expenses organizer, an itemized deductions organizer, and an office in home organizer. There are also organizers for rental income and expenses and for real estate agents. The site includes a 1099 preparation form and a FIN CEN worksheet, giving clients access to materials related to specific reporting needs. These tools are designed to support the preparation process by helping organize the records and details needed for a return.
The practice also offers engagement letters and related authorization documents for different types of tax work. The listed forms include a 1040 engagement letter, a tax return extension authorization, a 1041 engagement letter, a 1099/1096 engagement letter, and engagement letters for S corporations, partnerships, small businesses, rentals, and virtual currency. Entity extension authorization, a foreign asset addendum, and other documents are also available. Alongside these materials, the website provides links to federal and Arizona tax resources, including refund tracking, tax payments, federal installment agreements, an ID.me account setup, donation valuation guidance, Arizona vehicle registration fees paid, and information about the Arizona family tax rebate.
Arizona focused resources are another part of the firm's online offering. Tucson Tax Team provides information about Arizona tax credits and lists of charitable organizations, foster care organizations, school tuition organizations, and public schools for 2026. The site also directs visitors to information about the military relief credit. These resources sit alongside the firm's tax preparation services and give clients a place to find state specific information while working through their tax responsibilities. The team includes Mona Coury, EA, Amy Perlich, CPA, and Rachael De La Rosa, CPA. Clients can begin by reviewing the service and organizer information on the website, using the secure client portal, or visiting the office in Old Farm Executive Park. The office is not visible from Grant Road, and the website provides directions to its location.