RP Tax Service | Tax Preparation & Planning

Strategic Services

Advisory built for your
whole financial picture.

Tax Planning & Strategy

Entity Structuring

S-Corp Optimization

Real Estate Tax Strategy

Crypto & Investments

Bookkeeping & Payroll

Retirement Planning

IRS Resolution

Tax Planning & Strategy

Proactive, year-round planning that positions you before opportunities close. We analyze your current situation, model future scenarios, and create a clear roadmap to legally minimize your tax burden.

Year-round advisory sessions

Quarterly tax projections

Income timing strategies

Deduction maximization

Multi-year planning models

Business expense strategy

Discuss Tax Planning

Entity Structuring

The right business structure is one of the highest-leverage decisions you can make. We help you build, restructure, or optimize the legal entity that best protects your assets and minimizes tax exposure.

LLC vs S-Corp analysis

Multi-entity strategy

Holding company structures

Operating agreement review

State tax optimization

Asset protection planning

Discuss Entity Structure

S-Corp Optimization

Converting to an S-Corp at the right time can save self-employed professionals thousands annually by reducing self-employment tax. We handle the analysis, election, setup, and ongoing management.

SE tax savings analysis

Reasonable salary guidance

Distribution strategy

Payroll setup & management

Election timing strategy

Ongoing compliance

Explore S-Corp Savings

Real Estate Tax Strategy

Real estate offers some of the most powerful tax advantages in the code. We help investors structure portfolios, use depreciation aggressively, and protect gains through intelligent planning.

Cost segregation studies

Bonus depreciation strategy

Short-term rental exception

1031 exchange planning

Real estate professional status

Passive loss optimization

Discuss Real Estate Strategy

₿

Crypto & Investments

Buying and selling cryptocurrencies, stocks, and other investments are taxable events. Our team helps you navigate crypto tax implications and reduce your bill with intelligent planning.

Cryptocurrency reporting

Cost basis tracking

Capital gains strategy

Wash-sale rule guidance

Harvest losses strategically

DeFi & NFT tax treatment

Discuss Crypto Taxes

Bookkeeping & Payroll

Accurate, strategic bookkeeping is the foundation of good tax planning. We provide clean, audit-ready records and payroll services designed to support your overall advisory strategy.

Monthly bookkeeping

Strategic chart of accounts

Payroll processing

Accountable plan setup

Financial statement prep

Audit-ready records

Get Bookkeeping Help

Retirement Planning

Business owners have access to some of the most powerful tax-advantaged retirement vehicles available. We help you identify the right accounts and use retirement planning as an active tax reduction tool.

Solo 401(k) strategy

SEP-IRA optimization

Defined benefit plans

Roth conversion strategy

Employer contribution planning

Contribution timing

Plan Retirement Strategy

IRS Resolution

Receiving IRS correspondence is stressful. We handle communication on your behalf, negotiate settlements, resolve back taxes, and create payment plans — so you can focus on your business.

Offer in Compromise

Installment agreements

Audit representation

Penalty abatement

Innocent spouse relief

Wage garnishment release

Get IRS Help Now

The IRS requires you to keep records that support amounts claimed on your return. Generally, keep records for the 3 most recent years of tax filings. Certain situations (unreported income, fraud) may require longer retention.

You can sell your personal residence and make a tax-free profit of up to $250,000 if single or $500,000 for married couples. To qualify, you must have lived in the property for at least two of the last five years before the sale.

Self-employed individuals must pay Estimated Quarterly Payments to the IRS and State on time to avoid penalties. Use eftps.gov for federal IRS payments and ftb.ca.gov for California state payments. We can help you calculate the right amounts each quarter.

It depends on your goals. There are four common taxpayer types:

The Owing Taxpayer — prefers to keep every dollar working during the year and owes at year-end.
The Break-Even Taxpayer — aims for $0 owed and $0 refund. Financial experts generally recommend this.
The Buffer Taxpayer — doesn't want to write a check at tax time, but is fine with any refund outcome.
The Big Refund Taxpayer — uses the refund as a forced savings account for larger purchases.

None of these is wrong — but our tax professionals can help you get to whichever outcome you prefer.

If you are married by December 31st of the tax year, you have two options: Married Filing Joint or Married Filing Separate. You cannot file as Head of Household and Single. Filing Separate has potential downsides — consult with us before making that decision.

Call 800-829-1040 for general tax issues. Be aware of high call volumes and long wait times. Have ready:

Your Social Security number or ITIN
Your date of birth
Your filing status

Better yet — if you've received IRS correspondence, let us handle it for you. We deal with the IRS on clients' behalf every day.

Generally, the answer is $0 as a current deduction. Maintenance, repairs, and improvements on your primary residence are almost never directly deductible. However, they increase your home's cost basis, which can reduce capital gains tax when you eventually sell. Keep all renovation receipts for this reason.

If your refund or payment needs to go to a new account or address, updates can be made through the IRS website or by filing an updated return. To update your mailing address with USPS, visit usps.com. Call our office and we can walk you through the process.

Extension Request

Need more time to file?
We'll handle it.

RP Tax Service electronically files Form 4868 on your behalf — giving you an automatic extension to October 15th. Submit your completed request by April 10th.

Important: Extension to File ≠ Extension to Pay

An extension gives you more time to file your return — it does not extend your time to pay. If you owe taxes, penalties and interest begin accruing after April 15th on any unpaid balance.

Complete the request form

Fill out all personal information, filing status, and the total amount already paid to the IRS through withholding or quarterly estimated payments. Incomplete forms cannot be filed.

Pay the deposit filing fee

The $150 deposit is applied to your tax filing balance. An online invoice will be sent to your email once your completed request is received.

We file on your behalf

Once payment and a completed request are received, we electronically file Form 4868 and email you a confirmation.

Schedule your return appointment

It is your responsibility to set an appointment to have your full tax return completed before the extended deadline of October 15th.

Returning Clients

No charge to file your extension — complimentary for existing RP Tax Service clients.

New Clients

$25

Flat fee to electronically file Form 4868 on your behalf.

📍 RP Tax Service · 930 McCully Suite 203, Honolulu, HI 96826
☎ 808-946-7297 · ✉ Admin@rptaxes.com · Fax: 714-644-8426

Extension Request Form

Form 4868 · Automatic Extension of Time to File

Deadline: April 10th

Tax Payer Information

First Name

Last Name

Social Security #

Phone

Spouse Information (if applicable)

Spouse First Name

Spouse Last Name

Spouse Social Security #

Address

Street Address

City

State

Zip Code

Email Address

Filing Status

Single Married
Filing Joint Married
Filing Separate Head of
Household Qualified
Widow(er)

Tax Payments Already Made

Total Amount Already Paid (withholding + quarterly estimated payments)

By submitting, you authorize RP Tax Service to file Form 4868 on your behalf. An online invoice for the filing fee will be sent to your email. Your extension will be filed upon receipt of payment and this completed form.

Or call us directly: 808-946-7297 · Email: Admin@rptaxes.com

● Updated May 2025

Tax Law Changes

What changed in the tax code
— and what it means for you.

Tax law is not static. Congress and the IRS make changes every year — some quietly, some dramatically. Below are the most significant current changes affecting individual taxpayers, families, and business owners right now. Some are in your favor. Some are not. All of them require a strategy.

⏳

TCJA Provisions Set to Expire — The Biggest Tax Shift in Years

Negative for most taxpayers

What Changed

The Tax Cuts and Jobs Act of 2017 (TCJA) cut tax rates, nearly doubled the standard deduction, expanded the child tax credit, and created the 20% pass-through deduction (Section 199A). Most of these provisions are scheduled to expire after December 31, 2025 — unless Congress acts to extend them.

Key Items Expiring

Lower individual income tax rates revert to higher pre-2018 levels
Standard deduction drops by roughly half (from ~$29,200 to ~$16,000 for MFJ)
Child Tax Credit drops from $2,000 to $1,000 per child
The 20% deduction for pass-through business income (§199A) goes away
Estate tax exemption drops from ~$13M to ~$7M per person
$10,000 SALT deduction cap remains unless separately addressed

⚠ Impact on You If Congress does not extend TCJA, most taxpayers will see a meaningful tax increase starting in 2026. Small business owners who use the 199A deduction will be hit hardest. This is one of the most important reasons to plan NOW — before year-end — while current rates still apply.

💳

1099-K Threshold Dropped — Millions of New Filers Affected

Affects side income earners

What Changed

The IRS dramatically lowered the reporting threshold for Form 1099-K. Previously, payment platforms (PayPal, Venmo, Cash App, eBay, Etsy, StockX, TCGPlayer) only issued 1099-Ks if you received over $20,000 in 200+ transactions. The new threshold is $600 in a single transaction, being phased in — with a $5,000 threshold in 2024, moving toward $600 fully in 2025–2026.

Who Gets Hit

Freelancers and gig workers paid via apps
Side hustlers selling on eBay, Etsy, Facebook Marketplace
Collectibles sellers (cards, memorabilia, resellers)
Anyone accepting business payments through Venmo or PayPal

⚠ Impact on You You will now receive tax forms for income you may not have been tracking. Selling a Pokémon card collection? That's a taxable event. Freelancing on the side? Expect a 1099-K. The good news: proper cost basis tracking can significantly reduce what you owe. Bad recordkeeping will cost you.

📈

2025 Standard Deduction — Inflation Adjustment Increases

Positive for most filers

What Changed

The IRS adjusts the standard deduction annually for inflation. For the 2025 tax year, the amounts are:

Single filers: $15,000 (up from $14,600)
Married Filing Jointly: $30,000 (up from $29,200)
Head of Household: $22,500 (up from $21,900)

Also Adjusted

All seven tax bracket thresholds increased ~2.8%
AMT exemption increased to $88,100 single / $137,000 MFJ
Annual gift tax exclusion increased to $19,000 per recipient
IRA contribution limit: $7,000 ($8,000 if age 50+)
401(k) contribution limit: $23,500 ($31,000 if age 50+)

✓ Impact on You More income is shielded from tax before you hit each bracket. Higher retirement contribution limits mean more room to reduce taxable income through your 401(k) or IRA. This is money directly in your pocket — if you're contributing the maximum.

⚡

Energy Credits — Inflation Reduction Act Still in Effect

Positive — if you qualify

What Changed

The Inflation Reduction Act (IRA) significantly expanded residential and business energy tax credits. These are real dollar-for-dollar reductions in your tax bill — not just deductions.

Key Credits Available

Solar panels & home battery storage: 30% tax credit (no cap)
Energy-efficient home improvements: Up to $3,200/year (windows, doors, HVAC, insulation)
Electric vehicle credit: Up to $7,500 for new EVs; $4,000 for used — income limits apply
Clean vehicle business credit: Up to $7,500 for qualifying business fleet vehicles

✓ Impact on You If you're planning any home improvements or a vehicle purchase, doing it before year-end could mean thousands in direct tax credits. Unlike deductions, credits reduce your tax bill dollar-for-dollar. These are worth planning around.

🏗

Bonus Depreciation Phasing Out — Business Owners Must Act

Negative — window closing

What Changed

Bonus depreciation — which allowed businesses to immediately deduct 100% of qualifying asset purchases — has been phasing down year by year since 2023. The schedule is:

2023: 80% immediate deduction
2024: 60% immediate deduction
2025: 40% immediate deduction
2026: 20% immediate deduction
2027: 0% — fully phased out (unless extended by Congress)

Note on Section 179

Section 179 remains available at $1,220,000 for 2024 and similar for 2025, giving small businesses an alternative immediate expensing route.

⚠ Impact on You Business owners planning equipment, vehicle, or property improvements should consider accelerating those purchases into 2025 to capture the 40% bonus while it's still available. Waiting until 2026 or 2027 cuts that benefit in half or eliminates it entirely.

🏦

SECURE 2.0 Act — Retirement Rules Overhauled

Mostly positive for savers

What Changed

The SECURE 2.0 Act (signed into law late 2022, with provisions phasing in through 2025 and beyond) made sweeping changes to retirement savings rules.

Key Changes Now in Effect

RMD age raised to 73 (previously 72) — more time for tax-deferred growth
Super catch-up contributions: Ages 60–63 can now contribute an extra $11,250 to 401(k) on top of standard limits (2025)
529 to Roth IRA rollovers: Unused education savings can now roll into a Roth IRA (lifetime limit $35,000, 15-year rule applies)
Roth SEP and SIMPLE IRAs now permitted — self-employed workers can make Roth contributions to employer plans
Automatic enrollment required for new 401(k) plans starting 2025

✓ Impact on You The super catch-up contribution for ages 60–63 is significant — business owners in that age range can shelter an additional $11,250 from taxes in 2025 alone. The 529-to-Roth rollover is a game-changer for families with leftover college savings.

ℹ

This information reflects tax law as of May 2025. Tax law changes frequently. Congress may extend, modify, or repeal any of the above provisions. The information above is for educational purposes only and does not constitute tax advice. Every taxpayer's situation is different — contact RP Tax Service to discuss how these changes apply specifically to you.

Schedule a Free Strategy Session →

Local Knowledge

State tax updates —
what you need to know where you live.

Federal taxes are only half the picture. Every state has its own rules, rates, deadlines, and quirks. We serve clients across Hawaii, Utah, Arizona, and California — and we know each state's tax code inside and out.

Hawaii State Tax Overview

Hawaii has one of the most complex state tax structures in the nation — with 12 income tax brackets, a General Excise Tax (GET) that functions differently from sales tax in other states, and unique rules for residents who earn income from mainland sources. Understanding the difference between the GET and income tax is critical for any Hawaii business owner.

Top Income Tax Rate 11% (highest in US)

Number of Tax Brackets 12 brackets

General Excise Tax (GET) 4% (4.5% Oahu)

State Filing Deadline April 20 (not April 15)

Capital Gains Rate Up to 7.25%

Watch Out

Hawaii GET Is Not a Sales Tax — It's a Business Tax

The General Excise Tax applies to ALL business gross income — not just retail sales. Services, rentals, construction, and even wholesale transactions are subject to GET. Many new business owners get caught off guard because they treat it like a sales tax. It's not — it's a tax on the privilege of doing business in Hawaii, and it must be filed regularly regardless of whether you collected it from customers.

High Tax State

Hawaii's 11% Top Rate — Planning Is Essential

Hawaii's top marginal income tax rate of 11% is the highest in the nation. Combined with federal rates, high earners in Hawaii can face effective rates well above 40%. Strategic use of deductions, retirement accounts, and entity structure is not optional at this level — it's essential. The difference between good planning and no planning can be $10,000+ annually.

Deadline

Hawaii Files April 20 — Not April 15

Unlike most states, Hawaii's individual income tax deadline is April 20th, giving residents 5 extra days. However, if you also have federal obligations, the federal April 15 deadline still applies. Business returns (Form N-30, N-70NP) have their own schedule. Don't assume Hawaii's later deadline applies to all your filings.

Opportunity

Hawaii Renewable Energy Tax Credit

Hawaii offers a 35% state tax credit for solar energy systems installed on residential property — one of the most generous in the nation. Combined with the federal 30% credit, homeowners can offset 65% of installation costs through tax credits. If you're a Hawaii homeowner considering solar, the tax math is compelling and we can help you structure the credit correctly.

Questions about Hawaii GET, N-11 filing, or the solar credit? We file Hawaii returns year-round.

Ask a Hawaii Tax Question

Utah State Tax Overview

Utah has a simple, flat income tax structure — making it one of the more predictable states for tax planning. Utah recently reduced its flat rate and is generally business-friendly. However, Utah has unique rules around Social Security taxation, pass-through entity taxes, and a sales tax structure that catches many business owners off guard. Utah also has a strong retirement income tax credit that many residents miss.

Income Tax Structure Flat 4.55%

State Sales Tax 4.85% (avg 7.19% w/ local)

Capital Gains Taxed as ordinary income

Filing Deadline April 15

Pass-Through Entity Tax Available (SALT workaround)

Opportunity

Utah's Pass-Through Entity Tax — The SALT Cap Workaround

Utah allows S-Corps, partnerships, and LLCs to elect to pay state income tax at the entity level. This effectively bypasses the federal $10,000 SALT deduction cap — because the entity deducts the state tax as a business expense before income passes through to you. For Utah business owners paying significant state tax, this election can save thousands annually in federal taxes.

Opportunity

Utah Retirement Tax Credit

Utah offers a retirement tax credit of up to $450 for individuals and $900 for joint filers who receive qualifying retirement income. This is a credit — not just a deduction — meaning it directly reduces your Utah tax bill. Many retired Utah residents miss this entirely. If you or your spouse receive pension, IRA, or Social Security income, you likely qualify.

Know This

Utah Taxes Social Security Income

Unlike many states, Utah includes Social Security benefits in taxable income — though a retirement credit partially offsets this. Retirees moving to Utah from a state that exempts Social Security (like Hawaii) need to account for this in their planning. The difference can be significant depending on your benefit amount.

Watch Out

Utah Sales Tax on Services — Expanding Scope

Utah is one of a growing number of states expanding sales tax to cover certain services. If you operate a service-based business in Utah, you need to verify whether your specific services are subject to sales tax — the rules are more complex than most people assume and enforcement has increased. An incorrect determination can result in significant back taxes and penalties.

Operating a business in Utah or planning a move there? Let's talk about your Utah tax situation.

Ask a Utah Tax Question

Arizona State Tax Overview

Arizona made a dramatic tax change in 2023 — moving to a flat 2.5% income tax rate, one of the lowest flat rates in the country. This was a major shift from the previous graduated structure and represents a significant opportunity for high earners who moved to Arizona for tax reasons. Arizona also has favorable treatment for retirees and has become a popular destination for California transplants looking to reduce their state tax burden.

Income Tax Rate (2024) Flat 2.5%

Previous Top Rate Was 4.5% (2022)

State Sales Tax 5.6% (avg 8.4% w/ local)

Social Security Tax Fully exempt

Filing Deadline April 15

Major Change

Arizona's Flat 2.5% Rate — One of the Lowest in the US

As of 2023, Arizona taxes all income at a flat 2.5% — down from a top rate of 4.5% just two years prior. For a household earning $200,000, this change alone saves $4,000 in Arizona state taxes annually. Combined with no tax on Social Security and favorable treatment of retirement income, Arizona has become one of the most tax-efficient states for retirees and high earners in the Southwest.

Opportunity

Arizona Pass-Through Entity Tax Election

Like Utah, Arizona allows pass-through entities to elect to pay state tax at the entity level — bypassing the federal SALT cap. For Arizona business owners who are also federal taxpayers subject to the $10,000 SALT limit, this election can convert a non-deductible expense into a fully deductible business cost. The savings can be 2-3x the Arizona state tax paid.

Know This

Moving From California to Arizona — Residency Rules Matter

Many California residents move to Arizona to escape California's high taxes — but California aggressively audits high earners who claim to have moved. You must genuinely establish Arizona domicile: driver's license, voter registration, spending more than 183 days in Arizona, and changing professional and social ties. We help California-to-Arizona movers document their residency change correctly from day one.

Watch Out

Arizona Transaction Privilege Tax (TPT) — Not Your Typical Sales Tax

Arizona's sales tax is called the Transaction Privilege Tax and it works differently from sales tax in most states — it's a tax on the seller's privilege of doing business, not a tax on the buyer. Business owners in Arizona must register, collect, and remit TPT correctly. Contractors, remote sellers, and service businesses often get this wrong, resulting in audits and back taxes.

Recently moved to Arizona or own a business there? We know Arizona's TPT and flat tax inside and out.

Ask an Arizona Tax Question

California State Tax Overview

California has the highest state income tax rate in the nation at 13.3% and is one of the most aggressive states when it comes to tax enforcement and auditing. California also has unique rules around residency, source income, and business taxation that can surprise people who move in or out of the state. For business owners and investors, California's treatment of capital gains, stock options, and pass-through income requires careful planning.

Top Income Tax Rate 13.3% (highest in US)

Capital Gains Rate Taxed as ordinary income

State Sales Tax 7.25% base (up to 10.75%)

LLC Annual Fee $800 minimum franchise tax

Filing Deadline April 15

High Impact

California's $800 LLC Minimum Franchise Tax

Every LLC doing business in California must pay a minimum $800 franchise tax annually — even if the business made no money. New LLCs are exempt in their first year (as of 2021), but from year two onward, the $800 is due regardless of income. LLCs with revenues over $250,000 pay additional fees that can reach $11,790. Many out-of-state LLCs that do business in California are surprised to learn they owe this tax too.

Opportunity

California Pass-Through Entity Tax (AB 150)

California's PTE tax election (AB 150) allows S-Corps, partnerships, and LLCs to pay a 9.3% entity-level tax — generating a 9.3% California tax credit for each owner. Because the entity deducts this as a business expense federally, it bypasses the SALT cap entirely. For California business owners in high brackets, this can save $5,000–$20,000+ in federal taxes annually. This is one of the highest-value tax strategies available to California business owners right now.

Watch Out

California Residency Audits — The FTB Is Aggressive

The California Franchise Tax Board (FTB) is one of the most aggressive state tax agencies in the country. When high earners leave California, the FTB may continue to assert that they are still California residents — and can audit up to 4 years back. Triggers include: maintaining a California home, frequent visits, keeping California business ties, or children in California schools. If you've recently left California, proper documentation of your departure is essential.

Know This

California Taxes Stock Options & RSUs — Even After You Leave

California has source-based taxation on stock options and RSUs. If you were a California resident when your equity vested or was granted, California may claim a portion of the income even if you've since moved to another state. The allocation formula is complex and often results in unexpected California tax bills for people who moved to Nevada, Texas, or Arizona. This is a major planning issue for anyone with significant equity compensation.

California taxes are among the most complex in the country. Don't navigate them alone.

Ask a California Tax Question

Client Reviews

Real clients.
Real results.

See what Honolulu and beyond are saying about RP Tax Service on Google and Yelp.

Google Reviews

RP Tax Service

4.6

★★★★★

144 reviews

Liko Dowling

April 30, 2026

"Hassle free tax service. Robert makes my tax stress go away. He is very knowledgeable and professional. Highly recommend!"

Read full review →

Junko Tia

April 18, 2026

"Robert and his family run business is a class act. They have been doing my taxes for years and I would not go anywhere else. Very professional and thorough."

A.J. Gieringer

April 16, 2026

"Excellent service. Quick, professional, and easy to work with. Will definitely be back next year."

144 reviews · 4.6 average Read All Google Reviews →

Yelp

Yelp Reviews

4.5

★★★★½

136 reviews

Ted L.

April 14, 2026

"I called RP on Monday, March 23, 2026 to ask for them to do my taxes. They were incredibly responsive and got everything done quickly and accurately."

Robert B.

February 4, 2026

"Aloha All, As always, I had another great experience doing my taxes here. The team is warm, knowledgeable, and always makes the process feel effortless."

Patricia S.

March 29, 2025

"This is Jacob Siaosi, the professional accountant who assisted me. He was thorough, patient, and explained everything clearly. Couldn't be happier with the service."

136 reviews · 4.5 average Read All Yelp Reviews →

We keep more money in your pocket.

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Most people pay moretaxes than they have to.

Tax Preparation Only

Strategic Tax Planning

Built for every typeof financial life.

Business Owners

Self-Employed & Contractors

Real Estate Investors

Families & Individuals

Crypto & Investors

Entrepreneurs

Advisory built for yourwhole financial picture.

Tax Planning & Strategy

Entity Structuring

S-Corp Optimization

Real Estate Tax Strategy

Crypto & Investments

Bookkeeping & Payroll

Retirement Planning

IRS Resolution

Knowledge that putsmoney back in your pocket.

LLC vs. S-Corp: Which Saves More?

The Augusta Rule: Rent Your Home Tax-Free

Cost Segregation: Accelerate Your Depreciation

Vehicle Deductions: Section 179 vs Bonus Depreciation

Hiring Your Children: The Family Payroll Strategy

Crypto Tax: What Every Holder Must Know

The Accountable Plan: Tax-Free Reimbursements

The collector's edge:tax strategy for what you love.

We speakcollector fluently.

Hobby vs. Business Income

Cost Basis & Capital Gains

Platform Income & 1099-Ks

From first conversationto long-term clarity.

Free Strategy Session

Tax Opportunity Review

Planning & Implementation

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Common questions,straight answers.

Need more time to file?We'll handle it.

Important: Extension to File ≠ Extension to Pay

Complete the request form

Pay the deposit filing fee

We file on your behalf

Schedule your return appointment

Extension Request Form

What changed in the tax code— and what it means for you.

State tax updates —what you need to know where you live.

Hawaii State Tax Overview

Hawaii GET Is Not a Sales Tax — It's a Business Tax

Hawaii's 11% Top Rate — Planning Is Essential

Hawaii Files April 20 — Not April 15

Hawaii Renewable Energy Tax Credit

Utah State Tax Overview

Utah's Pass-Through Entity Tax — The SALT Cap Workaround

Utah Retirement Tax Credit

Utah Taxes Social Security Income

Utah Sales Tax on Services — Expanding Scope

Arizona State Tax Overview

Arizona's Flat 2.5% Rate — One of the Lowest in the US

Arizona Pass-Through Entity Tax Election

Moving From California to Arizona — Residency Rules Matter

Arizona Transaction Privilege Tax (TPT) — Not Your Typical Sales Tax

California State Tax Overview

We keep more money
in your pocket.

Most people pay more
taxes than they have to.

Built for every type
of financial life.

Advisory built for your
whole financial picture.

Knowledge that puts
money back in your pocket.

The collector's edge:
tax strategy for what you love.

We speak
collector fluently.

From first conversation
to long-term clarity.

Modern tools.
Organized workflows.
Nothing falls through.

Real clients.
Real results.

Your documents.
Your taxes.
All in one place.

Common questions,
straight answers.

Need more time to file?
We'll handle it.

What changed in the tax code
— and what it means for you.

State tax updates —
what you need to know where you live.

Your first consultation
is complimentary.