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
