Tax Strategy — Phoenix

Tax Strategy for Phoenix Business Owners

Arizona dropped to a 2.5% flat rate, making Phoenix a relocation magnet. But federal tax exposure and entity structure still leave $50K to $300K+ in savings on the table.

Phoenix Industries We Work With

What Phoenix Business Owners Face

State Tax Overview

AZ flat 2.5% income tax (reduced 2023). Low state burden. Growing destination for business relocation from CA.

Low SALT Burden
Local Business Taxes

Phoenix imposes a Transaction Privilege Tax (TPT/sales tax equivalent, 2.3% city rate) on business activity. No city income tax.

Phoenix Client Example

A Phoenix construction company doing $5.6M in revenue relocated from California but kept the same entity structure. After restructuring, cost segregation on their new facility, and a cash balance plan, annual savings totaled $112,000.

How We Reduce Taxes for Phoenix Businesses

Cost Segregation

Reclassify building components to 5, 7, or 15-year property for accelerated depreciation and massive first-year deductions.

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Entity Restructuring

Optimize your business structure across LLCs, S-Corps, and holding companies to minimize tax exposure and maximize protection.

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S-Corp Election

Eliminate $15,000 to $40,000+ per year in unnecessary self-employment tax with the right S-Corp election and salary structure.

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Retirement Planning

Go beyond a basic 401(k). Cash balance plans, defined benefit plans, and hybrid structures multiply your tax-advantaged savings.

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Section 179

Deduct the full purchase price of qualifying equipment, vehicles, and assets in the year they are placed in service.

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Remote Service. Local Depth.

We serve Phoenix business owners remotely with the same depth as a local firm. Our Tax Intelligence Framework starts with a comprehensive review of your financials, entity structure, and current tax position. We then build a custom strategy and implement it.

We work alongside your existing CPA, not replacing them. Learn more about our tax strategy service or read about how we work alongside your CPA.

  1. 1 Tax Intelligence Review - We analyze your current structure, financials, and tax returns to identify exactly what you are leaving on the table.
  2. 2 Custom Strategy Blueprint - We build a prioritized plan with projected savings for every strategy, specific to your business and AZ tax environment.
  3. 3 Implementation - We execute every strategy, coordinating with your CPA and legal team. No loose ends.
  4. 4 Ongoing Optimization - Tax law changes. Your business evolves. We adapt your strategy year over year to keep savings compounding.
Tax Intelligence Review

Phoenix Business Owner?

Book a free review and we'll identify exactly how much you're overpaying and the strategies to fix it.

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Get Your Tax Review

Tell us about your business and we'll identify every savings opportunity available to you.

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