Arizona Tax Credit Information

Arizona residents have the opportunity to receive a dollar-for-dollar reduction to their Arizona tax liability. Your Arizona refund will be increased, or your liability will be decreased when you donate to specific Arizona charity organizations. If you happen to itemize on your federal return you will also receive a federal tax deduction. A great win-win for taxpayers and specific Arizona charities.

We are proud to announce a brand new site created to simplify the tax credit donation process by offering a way to make your tax credit donations from one easy-to-use site. Click on the link below to check it out.


December 6th, 2019|0 Comments|

You Need a Financial Plan!

Everyone NEEDS a financial plan! There are substantial benefits for starting your plan sooner than later. A good financial plan will help ease the anxiety about the future by making certain you are on the right path to success. Our clients receive half price on comprehensive financial plans.

Do you already have a comprehensive plan? Not a problem. Allow us to review your current investment portfolio to help you identify areas where you might be taking too much risk or are under-performing. Financial reviews are complimentary.

December 6th, 2019|0 Comments|

Our small business clients are saving thousands each year.

We specialize in small business. Allow us to help get your new or existing business setup properly. Don’t waste another minute trying to work through the small business process. Call to schedule an appointment today.

August 31st, 2019|0 Comments|

Protecting Your Identity Discussion

Have you or someone you know been impacted by identity theft?

Due to security breaches by Equifax, LinkedIn, Yahoo, Home Depot, etc. that has affected billions of people, we feel a “Protecting your Identity” discussion is a very pertinent topic.

In this discussion we will elaborate on:

How to find out if you were affected.

Why you should care.

Ways to protect yourself.

The discussion will be held on Saturday, February 10th at 2555 East Camelback Road, Suite 600 at 10am. Google Maps Link

Parking is accessed from the street east of us (26th St.). About 100 feet or so south is a two-way driveway. Turn into this drive (heading west). Parking is on the south side – look for the parking sign on the building.

Feel free to invite friends and family.

Please RSVP by email or phone to let us know how many attendees to expect.

January 18th, 2018|0 Comments|

New Year Budget Discussion for Individuals and Businesses

There’s a saying “people don’t plan to fail, they fail to plan”.

Join us for a discussion about family and business budgeting to start off the New Year.

In our discussion there are 3 popular myths we hope to dispel.

1. Budgets are for people in financial trouble.

2. Creating and using a budget is painful.

3. Budgets require many hours of paperwork.

The discussion will be held on Wednesday, January 10th at 2555 East Camelback Road, Suite 600 at 10am. The discussion should last about an hour.

Please RSVP by email or phone to let us know how many attendees to expect.

Feel free to invite friends and family! Hope to see you there!

December 21st, 2017|0 Comments|