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
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Individual & Business Tax Returns
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Income Tax Planning
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Estate & Gift Tax Planning
Fiduciary & Trust Services
- Trust Accounting
- Probate & Conservatorship Accounting
- Court Reporting 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 Tax Highlights
Big Beautiful Bill and Other New Tax Highlights
Individual tax and capital gains rates didn’t change, but the brackets did. SALT limits increased to $40,000! You might want to itemize again — check your other medical and charitable contributions throughout the year! No change for social security benefits being partially taxable — however, seniors (over 65) get a standard deduction bump of $4,000 per taxpayer! Business competition gets a spending deduction boost by immediate expensing for Domestic R&E or retroactive cash-up deductions.
There are a number of individual changes that go into effect in 2026. We are able to help you plan for any major tax events such as these law changes, retirement, home sales, or inheritances or other lifetime changes. Questions? Contact us for an appointment.
The IRS and Your Taxes
- To help defend from fraud, the IRS do not want to accept checks for tax payments, including estimated taxes — 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.
- Amending a return? Filing late? Check the statute of limitations and claims for refund dates, as they may expire.
- For 2026 tax filing — Standard Mileage rates:
- 72.5¢ per mile for business use
- 14¢ per mile for charitable organizations
- 20.5¢ per mile for medical or moving purposes (Armed Forces)
Arizona and Your Taxes
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Keep your records a little longer — Arizona has a 4-year statute of limitations (the IRS is 3 years).
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Education Savings Deductions are per beneficiary, not per taxpayer.
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In any year, with no income limits, you can contribute to both Coverdell and 529 plans!
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The Arizona Standard Deduction can get a bonus of adding 33% of qualified charitable contributions not used for credits or claimed on your Federal return.
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Use Arizona taxes with Charitable Tax Credits to pay your taxes — even up until 04/15/2027 for 2026!
