Tax Preparation and Planning

For more than three decades, Partridge & Associate CPAs has been the strategic choice for individuals and businesses across the Greater Phoenix Valley and throughout all 50 states.
Our longevity means we have seen every market cycle, every tax change, and every kind of client situation—and we know how to guide you through it. Individuals, businesses, and families choose us because we combine seasoned expertise with personalized attention.

Our Tax Preparation and Planning Services Include:

• Individual Tax Preparation

• Business Tax Return Preparation

• Gift & Estate Tax Return Preparation

• Partnership & Corporate Tax Preparation

• Estate and Succession Planning

• Tax & Education Planning

• Out‑of‑State Returns

• Business Start‑Ups

Individual Tax Preparation

Our team prepares federal and state returns with accuracy and attention to detail. We take the time to understand your income sources, deductions, and credits so you receive every tax benefit available. Whether your return is straightforward or involves multiple states, investments, or complex life changes, we are here to make filing stress‑free.

Business Tax Return Preparation

Running a business is demanding enough without the burden of complicated tax filings. We handle returns for sole proprietors, LLCs, S‑Corporations, and C‑Corporations. Beyond simply filing, we review your financials and help uncover ways to reduce your tax liability while staying compliant.

Gift & Estate Tax Return Preparation

Gifts and estates have their own set of rules and reporting requirements. We help you navigate these rules to minimize tax consequences and ensure that all returns are prepared correctly and on time. Our guidance protects your legacy and gives your beneficiaries confidence in the process.

Partnership & Corporate Tax Preparation

Partnerships and corporations often involve multiple shareholders and unique allocation rules. We work closely with business owners to structure filings that meet federal and state requirements while positioning the entity for long‑term tax efficiency.

Estate and Succession Planning

Planning for the future goes beyond drafting a will. We provide tax‑focused estate and succession strategies that help transfer wealth smoothly and preserve family assets. Proper planning today can save significant taxes and ensure your wishes are carried out.

Tax & Education Planning

Education expenses and savings options often carry valuable tax incentives. We advise on 529 plans, education credits, and long‑term strategies to manage costs while lowering taxable income. With careful planning, education expenses become part of a broader tax‑saving approach.

Out‑of‑State Returns

Many of our clients live or do business in more than one state. We are fully equipped to prepare returns nationwide, understanding the nuances of multi‑state tax laws so you stay compliant wherever you live or work.

Business Start‑Ups

Launching a new business brings exciting opportunities—and important tax decisions. We guide you through entity selection, initial filings, and early‑stage tax strategies that can save money and prevent costly mistakes down the road.

Why Choose Us

With over 30 years of experience, Partridge & Associate CPAs delivers more than just tax filings. We provide strategic insight, proactive planning, and the peace of mind that comes from working with professionals who know your market and the national tax landscape.

Ready to get started?
If you are in the Scottsdale area—or anywhere in the country—call us today at (480) 990‑2727 to learn how we can help with your tax preparation and planning needs.