For Individuals

It is never too late to start planning your future!

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Financial Services for Individuals

There are so many other issues and problems which come up in the course of a normal business or family, let us be your “Easy Button” in paying attention to certain financial details that can easily get missed.

If you feel your Financial Planning ideas don’t fit into any one of those categories, not to worry. Contact us and explain your situation. We’d love to set up an appointment to see how we can best meet your needs and help you start planning for the future.

See How We Can Help

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Gilbert business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when...

Cloud Computing Benefits and Risks for Phoenix Metro Businesses to Consider

In the olden days, Phoenix Metro business owners kept track of their records by hand in the old reliable notebook or ledger. So what an innovation it must have seemed to move business information to a floppy disk that could plug into a computer.The disks got smaller...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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What People are Saying

I was referred to Craig by a friend and am so happy we used his services. His office was very professional and Craig was very easy to talk to. He gave us fantastic advice and helped us received quite possibly the best tax return ever. We will absolutely use Craig’s services in the future for other business needs.

His office was very professional

Sharlene R.

Craig L Elggren, CPA PC’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

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