Tax and Accounting Services

We provide accurate and comprehensive individual tax preparation for Scottsdale clients. Our firm focuses on the full picture, including income, deductions, investments, real estate, and retirement planning. We help you understand how each item affects your overall tax position and future planning.

We specialize in resolving IRS and Arizona tax issues quickly and accurately. Our team is very comfortable working directly with the IRS and the state, and we have helped clients eliminate hundreds of thousands of dollars in penalties. We handle notices, account corrections, payment plans, and penalty abatement requests from start to finish. Our goal is always the same. Clear the problem, fix the account, and get you fully back on track as fast as possible.

We provide complete accounting and bookkeeping support for more than 100 businesses across Scottsdale and Arizona. Monthly bookkeeping starts at $350 and includes account reconciliation, financial reporting, and year round guidance.

Our clients include physician offices, law firms, real estate professionals, retail businesses, transportation companies, marketing agencies, food service operations, investors, dental practices, chiropractors, solar companies, plumbing businesses, and Arizona landscaping companies. Our experience across many industries allows us to deliver accurate and reliable financial support tailored to your needs.

We work closely with Scottsdale business owners to prepare complete and accurate business tax returns. Our services include business tax preparation, S corporation planning, depreciation strategy, quarterly projections, and year round consulting. Our priority is helping you pay the correct amount of tax while supporting long term growth and clarity.

We assist Arizona businesses with basic sales tax filing and reporting requirements. This service is available for current clients who need support with Arizona TPT compliance.

We provide complete support for S corporation owners who want accurate compensation, stronger tax planning, and a clear year end strategy. Our firm reviews your business income, determines reasonable officer wages, and structures payroll in a way that minimizes unnecessary payroll taxes while keeping you compliant.

This service includes annual officer compensation analysis, payroll setup guidance, estimated tax planning, and coordination of Arizona PTE. We also integrate retirement planning options such as SEP, Solo 401(k), or profit sharing so your wages and contributions work together. Business owners rely on us to manage the full picture so their compensation, taxes, and long term savings stay aligned and on track.