Why overpay to have your tax returns prepared when you can have a CPA prepare your Form 1040 for just $89.99? 

No one understands the impact of taxes on your retirement plan, investments and retirement accounts such as IRA's and 401k's like Arbor Retirement Solutions. We are both a Registered Investment Advisory firm and Certified Public Accounting firm. In addition to preparing your tax return for just $89.99, we perform a free retirement account analysis for all of our new tax clients. 


We are located right Tempe, Arizona! Accessable from interstate 101 and the US 60.

 

Offer is limited to new clients age 50 and over. Limited to Form 1040 schedules A, B and D. Limited to Federal and Arizona state filing. Additional fees may apply for more complex returns. Tax services offered through Arbor Financial & Tax, PLLC. 


tax Planning Services

A CPA Personal Financial Specialist is up to date about constantly changing tax laws so they can provide prudent, year-round tax planning counsel, including: 

  • Designing strategies you can follow throughout the year to reduce your taxes. 
  • Clarifying the impact of the latest tax laws and legislation. 
  • Identifying the long and short-term tax consequences of your investment and financial decisions, and advising you on the steps you can take to reduce your future tax liability. 

 

A Taxing Retirement Impact 

How do we improve retirement plans with our tax expertise? 

  • Tax based asset allocation strategies between tax deferred accounts like IRAs, tax free accounts like Roth IRAs, and taxable accounts.
  • Tax cost analysis and tactical holding analysis on investments. 
  • Tax loss harvesting strategies.
  • Required Minimum Distribution Planning. 
  • Roth Conversion Planning. 
  • Social Security Planning. 
  • Retirement plan driven income tax planning.