We are not a trust company nor do we act as a custodian for your accounts.

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

This site is solely intended for informational purposes. Tax laws are constantly changing and any information provided herein may not be updated to reflect current tax law. Each taxpayer’s situation is unique and you should consult a CPA or other tax or legal professional to make sure that any tax structure is suitable for your situation. We assume no liability whatsoever in connection with the use of this information and assume no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

2450 S. Gilbert Road, Suite 100

Chandler, AZ 85286

We know that estate planning can be complex. That's why we are there every step of the way.


Estate CPA

Gilbert, AZ