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What We Do
Services built around your situation.
Every engagement is led by a licensed CPA or Enrolled Agent. No hand-offs to junior staff. No surprises at filing time.
Small Business Tax
From startup to scale — we handle the tax side.
Running a business is complicated enough without worrying about tax compliance. We work with sole proprietors, LLCs, S-Corps, and partnerships to minimize your tax burden, keep you compliant, and position you for growth.
- Entity selection and structure optimization
- Federal and state business tax returns
- Quarterly estimated tax planning
- Payroll tax compliance
- IRS audit representation
Small Business Tax
Bookkeeping
Clean books. Clear picture. Better decisions.
Accurate bookkeeping is the foundation of every sound financial decision. We handle the day-to-day recording, reconciliation, and reporting so your books are always current, compliant, and ready for tax time — no scrambling at year-end.
- Monthly and quarterly bookkeeping
- Bank and credit card reconciliation
- Accounts payable and receivable tracking
- Financial statement preparation (P&L, balance sheet)
- QuickBooks and cloud accounting software setup
- Catch-up and clean-up bookkeeping for prior periods
Bookkeeping
Individual Tax
Every deduction you deserve. No surprises.
Whether you have a straightforward W-2 situation or complex investment income, rental properties, and stock options, we prepare your return accurately and look for every legal opportunity to reduce what you owe.
- Federal and Arizona state individual returns
- Investment income and capital gains planning
- Rental property income and deductions
- Stock options and equity compensation
- Multi-state filing
- Prior-year amended returns
Individual Tax
Cost Segregation Studies
Accelerate depreciation. Defer taxes. Keep more cash.
A cost segregation study is one of the most powerful tax strategies available to real estate owners. By reclassifying building components into shorter depreciation schedules, you can generate substantial tax deferrals — often in the six figures — in the first year alone.
- Commercial and residential rental properties
- IRS-compliant engineering-based analysis
- Accelerated depreciation schedules (5, 7, and 15-year)
- Bonus depreciation maximization
- Catch-up studies for properties placed in service in prior years
- Audit-ready documentation
Typical First-Year Benefit
in tax deferrals depending on property value
Cost segregation is one of the few tax strategies that can generate immediate, substantial cash flow improvement for real estate investors — with no out-of-pocket cost beyond the study itself.
Estate & Trust Tax
Protect what you have built for the people who matter.
Estate and trust taxation is one of the most complex areas of the tax code. We work with families, executors, and trustees to navigate filings, minimize estate taxes, and ensure a smooth transfer of wealth across generations.
- Estate tax returns (Form 706)
- Trust income tax returns (Form 1041)
- Gift tax returns (Form 709)
- Fiduciary accounting
- Post-mortem tax planning
- Coordination with estate attorneys
Estate & Trust Tax
International Tax
Looking for an experienced international tax advisor? You’ve found one.
Our CPAs have years of experience working with global professionals and businesses, managing complex international tax requirements across borders. We help you structure your finances properly, file accurate returns, and implement strategies that align with both US and international tax laws — reducing your obligations while maintaining full compliance in multiple jurisdictions.
- US expat tax returns and FBAR filings
- Canada cross-border tax planning and compliance
- Foreign income exclusions and tax treaty analysis
- FATCA and international reporting requirements
- Inbound and outbound business structuring
- Multi-jurisdiction compliance for global professionals
International Tax
FIRPTA Compliance
Navigate foreign investment real property tax withholding with confidence.
FIRPTA (Foreign Investment in Real Property Tax Act) imposes withholding requirements on the sale of US real property by foreign persons. Whether you are a foreign seller, a US buyer, or a real estate professional involved in the transaction, non-compliance can result in significant penalties. Our CPAs guide you through every step — from withholding certificates to final tax filings — ensuring the transaction closes cleanly and correctly.
- FIRPTA withholding analysis for buyers and sellers
- IRS withholding certificate applications (Form 8288-B)
- Foreign seller US tax return preparation
- Reduced withholding rate applications
- Compliance review for real estate professionals and closing agents
- Treaty-based exemption analysis
FIRPTA Compliance
Get Started
Not sure which service fits your situation?
Schedule a free, no-obligation consultation. We'll listen, ask the right questions, and tell you exactly how we can help.