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  • Tucson AZ-EPS16
    7465 E Tanque Verde Rd Tucson, AZ 85715 T: 520.549.1988
  • Scottsdale AZ-EPS02
    9237 E Via de Ventura Ste 130 Scottsdale, AZ 85258-3565 T: 480.887.4779 F: 480.887.4768
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  • Scottsdale, AZ-EPS
    14350 N 87th St Ste 300 Scottsdale, AZ 85260 T: 480.569.7881 F: 480.569.7782
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  • Phoenix AZ-EPS01
    2222 W Pinnacle Peak Rd Ste 160 Phoenix, AZ 85027-1224 T: 623.259.1273 F: 623.259.1274
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  • FountnHillsAZ-EPS03
    17100 E Shea Blvd Ste 100 Fountain Hills, AZ 85268-6624 T: 480.867.6696 F: 480.867.6693
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  • Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson
    4451 Brownridge Terrace Medford, OR 97504 T: 541.227.2947 F: 541.227.2974
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  • Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel
    16810 E El Pueblo Blvd, Suite 101 Ste 101 Fountain Hills, AZ 85268 T: 480.656.5553 F: 541.227.2974
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  • Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae
    3561 E Sunrise Dr Suite 105 Tucson, AZ 85718 T: 520.524.6111
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  • Flagstaff,AZ-EPS18
    500 N Beaver St Flagstaff, AZ 86001 T: 928.440.7400 F: 928.440.7477
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Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
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Read
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Read
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Read
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Family & Lifestyle
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
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