For business owners and families

Tax strategy and wealth planning, under one roof

Proactive tax planning, retirement and succession strategies for business owners in Arizona and beyond.

Request a private review (480) 555-0175

Quarterly planning meetingsBusiness exit planningMulti-generational planning

IRS e-file provider

Secure document upload

Open year-round

Servicio en español

What we do

Our services

Proactive tax planning

Quarterly reviews to reduce taxes legally.

Retirement strategies

Plans for owners and key employees.

Business exit planning

Prepare years ahead for a sale or transition.

Estate & legacy

Coordination with your estate attorney.

Complex returns

Multi-entity, multi-state and international.

IRS representation

Audits and resolution handled discreetly.

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About

A long view of your money

We work with a limited number of families and owners so we can meet every quarter and answer the same day.

4×Planning meetings a year

Same dayResponses

25 yrAdvising owners

What to bring

W-2s and 1099s
Photo ID and SSN or ITIN for everyone on the return
Last year's tax return
Form 1098 (mortgage) and property tax
Childcare and education receipts
Bank info for direct deposit

How it works

Three simple steps

Book or drop off
Visit us, upload securely or send documents by phone.
We prepare and review with you
We look for every credit and deduction you qualify for and explain the result.
E-file and follow-up
We file, track your refund and stay with you if the IRS sends a letter.

Reviews

What clients say

They explained every line of my return. Next year I am coming back with my brother.

Our books were a mess. Three months later we finally know our numbers.

Fast, clear prices and they answered my questions at night through the chat.

In your site, these sync from your Google Business Profile.

Available 24/7

Ask our assistant, day or night

Answers in English or Spanish in seconds
Books your appointment on our calendar
Lets our team know right away

Questions

Frequently asked questions

Who do you work with?

Business owners, executives and families with complex tax situations.

How are you paid?

A flat annual planning fee, agreed in writing.

Do you manage investments?

We coordinate with your advisor or refer one; our focus is tax and planning.

Can you work with clients in other states?

Yes, virtually.

Contact

Let us help you

Send us a message and we will get back to you quickly. You can also chat with our assistant now.

Call us(480) 555-0175

HoursBy appointment

LocationScottsdale, AZ