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Norberta Avila Tax Services

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Norberta Avila Tax Services

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Annual Federal Seasonal Preparer/ IRS Certified Acceptance Agent (CAA)

10/27/2026

The final months of the year are a valuable time to review your finances and make intentional decisions before the year comes to a close. A simple checklist can help you stay organized and make sure important areas aren’t overlooked.

Review your retirement contributions, identify potentially eligible deductions, and take a fresh look at the financial goals you set for Q4. If your income, expenses, or priorities have changed, this is a good time to make adjustments.

Planning ahead gives you more time to gather records, address potential issues, and make informed financial decisions instead of rushing at the last minute.

A little preparation now can lead to greater clarity and less stress later.

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

10/24/2026

The end of the year will be here before you know it, and getting organized early can make the transition into tax season much smoother. Instead of waiting until the last minute, use the remaining weeks of the year to review your finances and take care of important year-end tasks.

✔ Schedule your year-end tax and financial review
✔ Organize records and documentation for potential deductions
✔ Review your budget and prepare for upcoming expenses
✔ Make sure your bookkeeping is up to date

Taking care of these items now can help reduce last-minute stress and give you a clearer picture of where you stand financially as the year comes to a close.

Want my year-end checklist? Comment READY!

10/23/2026

Financial peace of mind doesn’t mean having everything figured out at once. It often starts with knowing where your money is going and having a clear plan for the priorities that matter most.

Tracking your income and expenses can give you a better understanding of your financial picture. From there, you can work toward paying down debt intentionally, building savings, and setting realistic goals that fit your current situation.

Small, consistent steps can create more clarity and help you feel more prepared for unexpected expenses and future financial decisions.

You deserve to feel confident about where your finances are headed—and having a plan is a great place to start.

10/22/2026

As the year comes to a close, it’s a good time to review your expenses and make sure your records are organized. Waiting until tax season to gather everything can make it harder to identify eligible deductions and may create unnecessary stress.

Take time to review business purchases, keep documentation for charitable donations, and update mileage logs if you use a vehicle for qualifying business purposes. Good records are an important part of supporting deductions when you file.

A year-end review can also help you identify areas that may need attention before December 31 and prepare for a smoother tax filing process.

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

10/21/2026

Holiday expenses can add up quickly when you’re buying gifts, planning meals, traveling, or attending seasonal events. Keeping track of your spending as you go can help you stay within your budget and avoid an unpleasant surprise when the bills arrive.

Choose a tracking method that works for you, whether that’s a budgeting app, spreadsheet, or simple spending list. Set aside a few minutes each week to review what you’ve spent and compare it with your holiday budget.

Regular check-ins also give you time to adjust before you overspend. Planning your purchases in advance can help you avoid last-minute splurges and keep your holiday spending intentional.

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

10/19/2026

As Q4 gets underway, it’s a good time to pause and look at the financial progress you’ve made so far this year. A quick check-in can help you recognize what’s working and identify where adjustments may be needed before the year comes to a close.

Take a look at the goals you set for yourself and your finances. Review the progress you’ve made, consider any areas where you may need additional support, and identify the financial priorities that deserve your attention over the next few months.

You don’t have to accomplish everything at once. Consistent, intentional steps can make a meaningful difference over time.

Finish the year with a clear plan and keep moving toward your financial goals.

📞 Book a call now to review your finances and plan your next steps. https://app.usemotion.com/meet/bg51t6f/Call

10/18/2026

As the year comes to a close, taking time to review your finances can help you head into tax season feeling more prepared. A year-end check-in gives you an opportunity to look at your retirement contributions, tax withholding, and potential deductions before December 31.

✔ Review your retirement contributions and available limits
✔ Check your tax withholding to see if adjustments may be appropriate
✔ Review eligible deductions and make sure you have the records to support them
✔ Organize important financial and tax documents before year-end

Planning ahead can help you avoid last-minute surprises and give you a clearer picture of what to expect when it’s time to file.

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

10/17/2026

The end of October is a good opportunity to pause and take a fresh look at your finances before heading into the final months of the year.

Review your spending to see where your money actually went compared with what you planned. If certain expenses were higher than expected, November is a chance to adjust your budget and set more realistic goals. It’s also worth checking your savings progress and making sure your current contributions still align with your priorities.

These small monthly reviews can help you stay aware of your financial habits, make timely adjustments, and finish the year with a clearer picture of where you stand.

📞 Book a call now to review your finances and plan for the months ahead. The end of October is a good opportunity to pause and take a fresh look at your finances before heading into the final months of the year.

Review your spending to see where your money actually went compared with what you planned. If certain expenses were higher than expected, November is a chance to adjust your budget and set more realistic goals. It’s also worth checking your savings progress and making sure your current contributions still align with your priorities.

These small monthly reviews can help you stay aware of your financial habits, make timely adjustments, and finish the year with a clearer picture of where you stand.

📞 Book a call now to review your finances and plan for the months ahead

10/16/2026

As the year gets closer to the finish line, take a moment to recognize the progress you’ve made. Financial success isn’t always about reaching one big goal—it can also be found in the small, consistent steps taken throughout the year.

Maybe you paid down debt, stayed consistent with your budget, built up your savings, improved your business finances, or simply became more intentional with your spending. Every step forward is worth recognizing.

Use that progress as motivation to finish the year strong and carry those positive habits into the new year. There’s still time to review where you are, make adjustments, and set yourself up for a stronger financial year ahead.

📞 Book a call now to review your finances and plan for the year ahead. https://app.usemotion.com/meet/bg51t6f/Call

10/15/2026

Stay informed with helpful tax, bookkeeping, and financial tips delivered straight to your inbox. Our newsletter is designed to help you stay organized, plan ahead, and keep up with important financial and tax reminders throughout the year.

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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

https://aviladocumentservices.com/contact/request-appointment/, https://www.irs.gov/individuals/international-taxpayers/

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