Tax Accountant, Tax Planning,
Business Taxes, Rental Taxes,
IRS Representation
Tax Accountant, Tax Planning,
Business Taxes, Rental Taxes,
IRS Representation
Based in Cave Creek, Arizona, and licensed to serve clients in all 50 states. High-income earners, business owners, and real estate investors trust us to keep more of what they earn.
Call us to see if we are a good fit: 480-588-6100
We Are a Best Fit For
High-Income Taxpayers
A tax strategy, not just data entry, built to lower what you owe.
Small Business &
S-Corp Owners
S-Corps, partnerships, and self-employed professionals.
Rental Property Owners
Short- and long-term rentals, 1031 exchanges, and cost segregation.
Complex
Tax Returns
K-1s, stock transactions, trusts, and multi-state income.
We hold the highest credential the IRS awards to tax professionals, and we help clients legally lower their taxes through expert tax preparation and proactive tax planning. We are federally licensed and prepare taxes for clients in all 50 states.
Our Tax Services
Small Business Tax Experts
We don’t just enter your data – anybody can do that. Our Small Business Tax Experts advise you on ways to legally lower your taxable income, such as bonus depreciation, the Augusta Rule, or S-Corp elections.
Personal Income Tax Advisor and Accountant
Tax planning makes a real difference in how much tax you pay overall. As your Personal Income Tax Advisor and Accountant, we are good at what we do, we are friendly, and we are available all year to help you save on taxes.
Rental Home Tax Accountant
We are real estate tax experts. Our Rental Home Tax Accountant service advises on long-term and short-term rentals, 1031 exchanges, and cost segregation studies that can save you tens of thousands of dollars. Some of our clients just bought their first rental, and some have over 50. No matter where you are on your journey, we can help you maximize your savings.
Business Entity Formation
Starting a business? Our Business Entity Formation service forms LLCs, partnerships, and S-Corps, and helps you choose the structure that saves you the most in taxes.

He truly has a gift for this and makes everything feel clear, organized, and manageable. We trust him so much that he now handles our personal accounts as well as all of our businesses.
Donovan, THANK YOU! We are incredibly grateful for you and cannot recommend you highly enough!
Even better—when the IRS incorrectly tried to bill us for taxes we had already paid, complete with penalties, Jason handled it instantly and effectively. He dealt with the IRS on our behalf, unraveled their mistake, and got everything corrected without us having to lift a finger.
His attention to detail, calm expertise, and genuine care for his clients are a rare combination. We feel completely supported and protected with him in our corner. Very glad we made the switch. Highly recommend!
we stand behind our work.
Your tax preparation includes routine assistance with IRS CP2000 letters (automated matching notices) at no extra charge. However, if your return is selected for a formal correspondence or full audit, this requires a separate, paid representation engagement and is not covered under our standard preparation fees.


We Prepare Taxes for All 50 States
Our office is at 7005 East Cave Creek Road, Suite 204, in downtown Cave Creek. Most of our clients live in Cave Creek, Carefree, Scottsdale, Desert Hills, Paradise Valley, and Phoenix, but approximately 30% of our clients live elsewhere in the United States. Because we hold the highest federal credential the IRS offers, we can prepare taxes anywhere in the USA – in person or remotely.


