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CPA, Tax Preparation and Accounting in Green Valley, AZ

K&R Strategic Partners provides tax preparation and retirement focused accounting services to residents of Green Valley, AZ. We work out of 6861 E Main St in Mesa, and clients can connect with us by secure portal, phone call, or video meeting, with the first conversation offered at no charge. Most of the people who call us from this area are retired or winding down a career, and some keep a residence in a second state for part of the year, and our job is to help line up their withdrawals, residency paperwork, and estate planning coordination so those pieces fit together.

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480-392-6801
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Tax Clarity & Strategy Call (30 minutes)

Start with a free consultation
We bring you peace of mind

What retirees in Green Valley rely on

Retirement income often arrives on an unpredictable schedule, so we remain available after a distribution or a sale takes place, continuing that availability throughout the year beyond filing season. Our firm serves more than 1,000 clients nationwide, holds a 4.9 rating on Google, and prepares returns in every state, which matters if part of your year is spent outside Arizona.

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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
One team for returns and planning
Our Enrolled Agents hold the highest credential the IRS awards and have guided small business owners and individual clients. With your authorization, Enrolled Agents can represent you before the IRS, and we coordinate internally so your return preparation, withdrawal strategy, and any IRS correspondence stay connected.
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A day or two for answers
Questions about a sale, a conversion, or a required distribution typically receive a response from us within a day or two, and often within the hour. All of that exchange happens over our secure client portal, so your records stay in one place.
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Decades of preparation experience
Our senior tax staff prepare returns and manage accounting work for clients like you. Your attorney drafts the trust or estate documents, and we manage the related tax and accounting matters alongside them.
What makes us different

Benefits of using our services

Planning which account to tap first among IRA, Roth, brokerage, pension and Social Security funds.
Calculating required minimum distributions early enough to hit the deadline.
Preparing returns that address residency changes and income earned across state lines.
Weighing Roth conversions against your bracket and Medicare premium impact.
Handling trust and estate returns tied to succession decisions.
A licensed Enrolled Agent on staff to respond if a notice arrives.
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Need guidance?
We’re always happy to provide help.
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WHO WE WORK WITH

Starting a retirement focused engagement

We begin with a conversation and a review of your two most recent returns, current account statements, and any trust paperwork you want us to factor in. What follows is a written set of recommendations in plain language, which we revisit with you as the year progresses.
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Business owners, entrepreneurs & investors
You need an accountant for ongoing consulting, payroll, and proactive tax preparation, not just year-end filing.
Individuals with complex situations
Multiple income sources, investments, and property turn into complicated tax returns and missed deductions without the right CPA.
Growing companies
Small businesses scaling up need real accounting and performance visibility, plus consulting, not just basic bookkeeping.
Families planning ahead
Legacy, estate planning, and trusts, mapped out in a consultation with an accountant who plans ahead with you.
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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
We don’t just count numbers, we advise.

Residency and retirement filings we prepare

We prepare your federal and Arizona filings annually, checking that pension income, Social Security, and distribution amounts land correctly on the return, then work with you on your withdrawal approach for the months ahead. If you maintain a residence in another state for part of the year, we first look at the residency facts, such as time spent, domicile, and source of income, to determine whether a second state return is required, and when it is, we prepare it alongside your Arizona filing and apply available credits to limit double taxation on the same income. Trusts and estates receive the same attention, with our team preparing the returns from a tax and accounting standpoint while your attorney handles the legal documents.
Most tax firms see you once a year. We build long-term relationships because consistent guidance compounds over time.
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1000+ Active clients nationwide
365 Days a year of monitoring & support

FAQs

Get answers to common questions about our tax preparation, accounting, and advisory services for businesses and individuals in your area.
How does Arizona treat the Social Security, pensions, IRA withdrawals, and capital gains I have in retirement?
Arizona taxes these income types differently, for example Social Security receives different treatment than pension or IRA income, and capital gains have their own rules. We review your Social Security, pension payments, IRA withdrawals, and capital gains together each year, apply the correct treatment to each, and help you time withdrawals with your overall tax picture in mind.
I run a small business from home during retirement. Can you help set it up?
Yes. We take care of the tax and accounting work involved in setting up a venture such as consulting, online sales, or a rental, help you register with the appropriate authorities based on your entity type and activity, and get your bookkeeping running in QuickBooks Online before preparing the related returns.
I missed a required distribution. What now?
We help you take the overdue distribution, prepare a request asking the IRS to consider a penalty waiver, and set up tracking to keep future deadlines on schedule.
I keep a residence in Arizona and another state for part of the year. Can you handle the residency questions and filings?
Yes. We start by reviewing the facts, such as how much time you spend in each state, where you are domiciled, and where your income is sourced, to determine whether a second state filing is required. When it is, we prepare both returns and apply available credits to limit double taxation on the same income.
Can you take care of trust and estate returns?
Yes, we handle this from a tax and accounting perspective, including basis questions and beneficiary issues that come up after an inheritance, plus the tax mechanics of gifting and succession planning. Your attorney manages the legal documents while we handle the return preparation and supporting calculations.
Quick Response, Always

Get prompt answers to your questions—often within the hour—so you’re never left waiting.

Timely Financial Delivery

Receive your financial statements within 30 days, ensuring you stay on track and informed.

Support Across All 50 States

Wherever you operate, we’ve got you covered with expert guidance nationwide.

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Our services

Discover Our Services

Returns built around retirement income

We build returns for retirees, part year residents, households holding rental or investment property, and small ventures run after retirement. As part of preparing your return, we review the sequence of withdrawals, conversions, and gains that took place during the year so we understand how each figure came about and can flag anything that looks off.

Trust, estate and beneficiary filings

Our team prepares trust and estate returns, works through basis calculations following an inheritance, and manages the tax mechanics behind gifts and succession planning, all from a tax and accounting perspective. Document drafting remains with your attorney, while we keep the tax impact visible throughout that process. Households holding property in two states get extra attention here, since we check whether a filing is required in the other state.
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Reviews

See why we’re rated by our clients

Consistently rated 4.9/5 by clients on Google Reviews
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Blog

Our latest insights

View all articles
When You Should Hire a Tax Professional for IRS Representation
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Author:
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The IRS Fresh Start Program: What It Actually Is and Who Qualifies in 2026
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Discuss your Green Valley withdrawal plan

There is no cost for an initial conversation. Upload your two most recent returns and current statements to our portal and we will go through them together by phone or video, or you are welcome to stop by our Mesa office at 6861 E Main St. We also serve clients throughout Pima County, including Sahuarita, Tucson, and Oro Valley, by portal, phone, and video.

Start with a free consultation
480-392-6801
Full-service accounting and advisory firm headquartered in Mesa, AZ —
delivering tax preparation, bookkeeping, payroll,
and accounting services to business owners and
high-net-worth individuals across Arizona and all 50 states.
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6861 E Main St, Mesa, AZ 85207general@krtaxes.com
Request a Callback
480-392-6801
Request a Callback
480-392-6801
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