Financial. Tax. Accounting.

Your financial, tax, and accounting matters are interconnected.
We take the time to understand the full picture — so nothing is missed.

Our Services

Tax Preparation & Planning

Individual & business tax returns · Income tax planning · Estate & gift tax planning

Fiduciary & Trust Services

Trust accounting · Probate, Court, Conservatorship accounting & support

Retirement & Advisory

Retirement planning · Tax-efficient strategies · Long-term advisory support

With over 25 years of experience, we focus on thoughtful planning, proactive communication, and long-term client relationships.

Quick Updates and Tax Highlights

Some things stay the same, but tax laws are always changing. A number of individual updates from the One Big Beautiful Bill and other legislation take effect in 2026. Planning for major life or tax events — such as retirement, a home sale, an inheritance, or these new rules? We’re here to help you prepare.

The IRS and Your Taxes

  • To help defend from fraud, the IRS is moving away from checks for tax payments — we highly recommend online payments at irs.gov/payments.
  • Access your taxpayer account and records with the IRS to match tax payments, credits, and what is being reported to the IRS.
  • Think about amending a return? Filing a late return? Check the statute of limitations and claims for refund dates, as they may expire.
  • The IRS announced mid-year standard mileage rates:
    • January - June 76¢ / July - December 72.5¢  per mile for business use
    • January - June 20.5¢ / July - December 23.5¢  per mile for medical care
    • 14¢ per mile for charitable organizations - statutorily remains unchanged
    • Moving expense deduction is available only for certain moves by members of the Armed Forces on active duty and members of the intelligence community

Arizona and Your Taxes

  • Keep your records a little longer — Arizona has a 4-year statute of limitations (the IRS is 3 years).

  • In June 2026, well after the 04/15/2026 filing deadline, Governor Hobbs signed HB 4168 (part of the FY 2027 budget package). This is a major conformity bill that aligns Arizona’s individual and corporate income tax code with the federal One Big Beautiful Bill Act (OBBBA).

  • Arizona offers property tax relief options, like the Senior Property Valuation Protection Option (freeze) and Form 140PTC for low-income seniors, with 2026 income limits set at $47,712 for one owner and $59,640 for two or more.

  • Use Arizona taxes with Charitable Tax Credits to pay your taxes — even up until 04/15/2027 for 2026!

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