Do you handle clients who’ve relocated to or from Arizona?

Yes — part-year and multi-state returns for people moving to or from Arizona are a routine part of this practice. We’ll tell you early what documentation to track for the transition year.

Can you coordinate my personal return with my business return?

Yes — if we also handle your business's return, both are reviewed together before filing, specifically so entity-level decisions and your personal return aren't made in isolation from each other.

Do you handle K-1s from multiple partnerships?

Yes. Multiple K-1s, from entities we prepare or from outside investments, are a normal part of this practice — we reconcile them all before your return is finalized.

Does my state’s income tax rate affect my filing strategy?

Yes — flat-rate, graduated, and no-income-tax states each change the math on withholding and entity elections. We factor in your specific state’s rules rather than applying a one-size-fits-all approach.

Individual Tax · Nationwide

Personal Tax Returns, Coordinated with Your Business.

If you own a business, your personal return shouldn't be an afterthought prepared by someone who's never seen your K-1. We handle both under one roof, so your state and entity-level elections are part of the same conversation — not a separate appointment. Based in Flagstaff, Arizona — serving clients in all 50 states.

Just need a straightforward return filed?

Book a discovery call See what's included

Where generic tax prep falls short

A 1040 filed without the full picture.

A business owner's personal return is rarely as simple as a single W-2 — treating it that way leaves real planning on the table.

Personal and business returns prepared in isolation

A business owner’s 1040 and entity return get handled by two different preparers who never compare notes — missing planning opportunities that only show up when someone sees both.

Multi-state exposure for recent transplants

Remote workers who moved to a new state mid-year often owe tax in two states for the same income, a detail a preparer unfamiliar with the move easily misses.

K-1 income filed without projecting the combined impact

K-1 income from a pass-through entity gets reported after the fact instead of projected in advance, so there’s no chance to plan around it before the bill arrives.

What's included

The work, specific to individual tax.

Individual returns

1040 preparation for W-2, self-employment, investment, and retirement income, handled by a partner who returns calls.

K-1 coordination with business filings

Pass-through income from your own entity (or others you’re invested in) reviewed against your personal return before anything is filed, not after.

Multi-state filings for recent Arizona transplants

Part-year and nonresident returns for anyone who moved to or from Flagstaff mid-year, including the state-by-state income allocation that comes with it.

Itemization strategy

A real comparison of itemizing versus the standard deduction each year, not a default assumption carried over from your last preparer.

Significant assets or a recent liquidity event? See how we handle high-net-worth tax planning

Key facts · Individual tax

Two things worth knowing.

$16,100

The 2026 standard deduction for single filers ($32,200 married filing jointly) — it reduces your taxable income before tax brackets are even applied, whether or not you itemize.

37%

The top federal marginal tax rate for 2026, applying above $640,600 (single) or $768,700 (married filing jointly) — and only to income above that line, not your entire return.

General information, not individualized advice — every situation is different, and a discovery call is the right next step for specifics.

Last reviewed July 2026

Significant assets or a sale ahead? See high-net-worth individual tax planning.

Common questions · FAQ

Before you call.

Keep exploring

Tax

Talk to a CPA who coordinates the whole picture.

Reviewing performance data together during a client meeting

Step 1

Discovery call

A complimentary 20-minute call to see whether we're a good fit — no pitch, no obligation.

Analyzing returns, structure, and margins

Step 2

The Partner Review

We review your income sources, K-1s, and withholding — a partner, personally — and present a written plan.

Implementing the plan and advising year-round

Step 3

Implement & advise

We put the plan to work all year, so April is a confirmation, not a scramble.

Complimentary · Confidential

Begin with a conversation.

Twenty minutes with a partner — no cost, and no obligation to go further. Pick a time below.