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Taxes and Tax Planning

Our Story

We believe that financial planning should always come before investing and taxes may be one of the most critical and yet overlooked factors in wealth preservation. Over time, they can erode event he best portfolio's returns.

Our Goal

Taxation is a large part of financial planning and it is our mission to make our clients tax season stream-lined and efficient by eliminating unnecessary taxation and fees.

Our Unique Approach

As financial planners, we will work with our CPA's on your behalf, ensuring the connection of portfolio performance while limiting tax consequences. Scott and Greyson focus on the big picture, while our CPA’s from North Scottsdale CPA’s and Consulting will concentrate on the details of completing your tax returns. Alex will be the primary contact, collecting information and coordinating with the CPA’s, Scott, and Greyson. He will collect your information and keep you informed along the way.

Ready to Get Started?

  • Schedule a tax appointment with our office by calling 1-800-345-3155 ext. 1
  • For expediency and accuracy, we request that you bring with you:
    • Last year’s tax return (new tax clients)
    • All 1099’s, W2s or other miscellaneous tax documents (no originals please)
    • Driver's License for both you and if applicable your spouse
    • Any miscellaneous information that may apply to your tax situation or you have questions on
  • We will then supply everything to our CPA who will process your paperwork
  • They will contact you directly with any questions and to let you know when they are to be signed and filed

2021 Fee Sheet

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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