Tax Planning & Preparation for Arizona Retirees
Year-round tax planning integrated with in-house preparation so strategy and filing align — no commissions, no 1% AUM.
- Bracket management, QCDs, and timing of income
- Capital gains harvesting/deferral where appropriate
- Charitable strategies (DAFs, bunching, CLTs as appropriate)
- CPA-level preparation with planning baked in
Why flat-fee, fee-only?
Unlike 1% AUM models, our flat-fee fiduciary approach keeps costs transparent and capped so more of your portfolio compounds toward your goals.
FAQs — City-Specific
Do you handle both tax planning and preparation for Phoenix?
Yes. Year-round planning is integrated with in-house filing so strategy and return stay aligned—no separate hand-offs.
Can you help me avoid IRMAA surprises in Phoenix?
We monitor MAGI proactively, model life-event exceptions, and plan Roth conversions/harvesting with IRMAA brackets in mind.
Do you coordinate charitable strategies for Phoenix clients?
Yes—QCDs, bunching, and donor-advised funds where appropriate, documented for clean, audit-friendly returns.
Showing FAQs for Phoenix, AZ