Norberta Avila Tax Services

Norberta Avila Tax Services Annual Federal Seasonal Preparer/ IRS Certified Acceptance Agent (CAA)

The holiday season can bring extra spending, from gifts and travel to gatherings and seasonal activities. Taking a momen...
10/09/2026

The holiday season can bring extra spending, from gifts and travel to gatherings and seasonal activities. Taking a moment to review your finances now can help you stay in control before those expenses start adding up.

Review how your October spending is tracking against your budget, think ahead about upcoming seasonal costs, and make adjustments before the holiday rush begins. It’s also a good time to schedule a year-end financial review so you can address important tax and financial matters before the end of the year.

A little preparation now can make the holidays easier to manage and help you start the new year on a stronger financial footing.

📞 Book a call now to schedule your year-end financial review. https://app.usemotion.com/meet/bg51t6f/Call

The end of the year is a great time to get your financial and business matters organized before the new year begins. Tak...
10/08/2026

The end of the year is a great time to get your financial and business matters organized before the new year begins. Taking care of these tasks early can help you stay prepared and avoid a last-minute rush.

We can help with:

✔ Budgeting and financial organization
✔ Year-end business reviews and bookkeeping
✔ Tax planning and strategy
✔ ITIN applications and renewals
✔ Notary services

Whether you’re preparing your business for the new year, reviewing your finances, or taking care of important documents, getting started early can make the process much easier.

📞 Book a call now to get your year-end planning started. https://app.usemotion.com/meet/bg51t6f/Call

Year-end is an important time to review your finances and make sure you’re prepared for your upcoming tax filing. Planni...
10/07/2026

Year-end is an important time to review your finances and make sure you’re prepared for your upcoming tax filing. Planning ahead can give you more time to identify opportunities and address potential tax issues before the year closes.

✔ Review potential tax-loss harvesting opportunities
✔ If required, make sure your RMDs are taken on time
✔ Estimate your Q4 tax liability and review your estimated payments
✔ Review your income, deductions, and eligible year-end expenses

Tax rules and individual circumstances vary, so the right strategy depends on your specific financial situation. A year-end review can help you understand what to expect and make informed decisions before December 31.

📞 Book a call now to review your year-end tax strategy. https://app.usemotion.com/meet/bg51t6f/Call

Tax planning shouldn’t wait until tax season. Reviewing your finances before the year ends gives you time to identify po...
10/06/2026

Tax planning shouldn’t wait until tax season. Reviewing your finances before the year ends gives you time to identify potential deductions, evaluate your income, and make adjustments where appropriate.

An early review can help you:

✔ Identify potential deductions and tax-saving opportunities
✔ Review estimated tax payments
✔ Plan for year-end income and expenses
✔ Avoid last-minute surprises during tax season

Every tax situation is different, which is why a personalized review can help you make informed decisions based on your income, business activity, and financial goals.

📞 Book a call now to build your personalized Q4 tax strategy. https://app.usemotion.com/meet/bg51t6f/Call

Holiday shopping can add up quickly, especially when gifts, decorations, travel, and other seasonal expenses all happen ...
10/05/2026

Holiday shopping can add up quickly, especially when gifts, decorations, travel, and other seasonal expenses all happen around the same time. Creating a plan ahead of time can help you enjoy the holidays without putting unnecessary strain on your budget.

Start by setting a total amount you’re comfortable spending, then break that amount down into smaller weekly targets. Keeping track of what you’ve spent—whether through a budgeting app, spreadsheet, or cash envelopes—can help you stay aware of your progress.

Most importantly, shop with a plan. Knowing who you’re buying for and how much you want to spend can make it easier to avoid impulse purchases and last-minute overspending.

A thoughtful holiday budget gives you more control over your money while still leaving room to enjoy the season.

📞 Book a call now to create a holiday spending plan that fits your budget. https://app.usemotion.com/meet/bg51t6f/Call

The final quarter is an important time for small business owners to review their finances and get organized before the y...
10/04/2026

The final quarter is an important time for small business owners to review their finances and get organized before the year comes to a close. A little preparation now can make tax season smoother and help you identify areas that may need attention before December 31.

✔ Review business income and expenses
✔ Make sure contractor payments and records are up to date
✔ Look for potential deductions and year-end tax planning opportunities
✔ Review your estimated tax situation

Good recordkeeping and proactive planning can help reduce last-minute stress and give you a clearer picture of your business finances going into the new year.

📞 Book a call now to review your business finances and plan for year-end taxes. https://app.usemotion.com/meet/bg51t6f/Call

Year-end tax planning is about more than waiting until tax season. Taking action before the year ends gives you time to ...
10/02/2026

Year-end tax planning is about more than waiting until tax season. Taking action before the year ends gives you time to review your financial picture, identify potential opportunities, and avoid last-minute surprises.

✔ Review your income and estimated tax situation
✔ Identify eligible deductions and business expenses
✔ Make a plan for any tax payments or adjustments needed before year-end

A little planning now can make tax season more organized and help you make informed financial decisions before December 31.

📞 Book a call now to review your tax situation and plan ahead. https://app.usemotion.com/meet/bg51t6f/Call

The holidays can bring extra expenses for gifts, travel, food, events, and other seasonal activities. Planning ahead can...
10/01/2026

The holidays can bring extra expenses for gifts, travel, food, events, and other seasonal activities. Planning ahead can help you enjoy the season without putting unnecessary pressure on your finances.

Start by setting a realistic holiday spending limit and making a list of the people and expenses you expect to cover. Tracking your spending as you shop can also help you stay within your budget and avoid relying on last-minute credit.

A little preparation now can give you more flexibility and peace of mind when the holiday season arrives.

📞 Book a call now https://app.usemotion.com/meet/bg51t6f/Call

The end of the month is a great time to pause and take a closer look at your finances. A quick review can help you under...
09/30/2026

The end of the month is a great time to pause and take a closer look at your finances. A quick review can help you understand where your money went, see whether you’re staying on track with your goals, and make better decisions for the month ahead.

Taking a little time now to review your financial activity can also help you spot areas where you may need to adjust your spending, savings, or business expenses before October gets underway.

Small monthly check-ins can make a big difference when it comes to staying organized and financially prepared.

📞 Book a call now to get help reviewing your finances and planning ahead

As the year comes to a close, a financial review can help you finish the year organized and start the next one with a cl...
09/28/2026

As the year comes to a close, a financial review can help you finish the year organized and start the next one with a clearer plan. Taking time now to look at the big areas of your finances can help you identify what needs attention before year-end.

Reviewing your tax situation, checking your budget, and evaluating your investments can give you a better understanding of where you stand and what adjustments may be worth considering. Planning ahead can also help you avoid last-minute surprises and make more informed decisions for the year ahead.

A simple year-end financial check-in can make a big difference in how prepared you feel going into the new year.

Address

25 S Arizona Place, 5th Floor
Chandler, AZ
85225

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+14804245682

Website

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