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CPA, Tax Preparation and Accounting in Oro Valley, AZ

K&R Strategic Partners works with Oro Valley clients on tax preparation, accounting, bookkeeping and payroll, with particular depth in equity compensation and professional practice ownership. Working from a single Mesa office, our CPAs and Enrolled Agents stay connected with clients via a secure portal, phone and video, beginning with a free initial consultation. Households in Oro Valley often come to us holding RSUs or ESPP shares, running a practice, or both, and we build the return, the bookkeeping and the year-round planning around that combination.

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480-392-6801
Connect with a Tax Specialist

Tax Clarity & Strategy Call (30 minutes)

Start with a free consultation
We bring you peace of mind

What equity heavy households get here

Our team pairs CPAs with Enrolled Agents, so planning and any IRS correspondence can be handled by people familiar with your file. Clients typically get answers to questions about a vest or a payroll run within one to two business days, and often much sooner.

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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
Vesting reviewed every year
Each year we match your RSU vesting and ESPP sales against the W-2 and brokerage statements, then check your withholding and estimates against what you earned.
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Prep, books and defense together
Our team includes an Enrolled Agent, holding the IRS's highest credential, who works with our CPAs so that planning and IRS correspondence stay in the hands of people who know your file.
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A dedicated manager at scale
Once your revenue reaches a certain size, you are assigned one named contact here and receive financial statements within 30 days of each period closing through QuickBooks Online.
What makes us different

Benefits of using our services

RSU, ESPP and stock sales checked line by line against your W-2 and broker statements.
Estimated payments reviewed around your actual vesting dates.
We check whether a business buying from out-of-state vendors has a use tax filing obligation.
We plan entity structure and owner compensation together for practice owners from a tax and accounting standpoint, coordinating with your attorney on the legal paperwork.
Multi-state filing support for households that relocated during their career.
Larger accounts get one dedicated point of contact for everything.
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Need guidance?
We’re always happy to provide help.
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WHO WE WORK WITH

Onboarding an Oro Valley household

We start with a discovery call, then go over your last two or three tax returns alongside your vesting schedule and brokerage statements. That review sometimes turns up an overpaid basis, a missed election or withholding that ran short, and we check your filings for these items. You get the findings in writing, and a fixed fee agreed before we touch anything.
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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.

Equity and practice compliance we handle

Federal and Arizona filings get prepared together, with RSU and ESPP reporting checked line by line and withholding reviewed against how your vesting actually unfolds so we can help you plan for what you may owe. Practice owners get entity structuring and payroll built around how the practice pays its owner, with any formation or succession documents coordinated with your attorney. When a business here purchases equipment or inventory from an out-of-state vendor, we review the purchase, the exemption status and whether the seller collected tax to determine if a use tax filing applies, and we report any amount owed on the same transaction privilege tax return filed with the Arizona Department of Revenue.
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.
I owed money in April even though taxes were withheld on my vest. What happened?
We track your vesting during the year and review your estimates or paycheck withholding so we can help you plan ahead for any shortfall. We walk through the numbers with you so you can see why the withholding on your vest fell short of the full tax owed.
How do you handle my ESPP discount on my return?
We separate the ordinary income piece already included on your W-2 from the capital gain on the sale, then review the cost basis against your broker statement, since basis adjustments and ordinary income treatment vary depending on whether the disposition is qualifying or disqualifying and on what the broker reported. This helps limit the risk of paying tax twice on the same income.
Do I need to visit your office in person?
Most Oro Valley clients never need to. We manage documents through a secure portal, stay connected by phone or video, and generally respond within one to two business days, often much sooner. If you prefer meeting in person, our Mesa office is available.
My practice buys equipment from out-of-state suppliers. Can you help us sort out whether we owe use tax?
We look at the purchase, the exemption status and whether the seller collected tax to determine if a use tax filing applies, and when it does, we report the amount owed on the same transaction privilege tax return filed with the Arizona Department of Revenue.
Can you fix returns a previous preparer got wrong?
We start by reading your last two or three returns along with your vesting schedule and brokerage records to check for items that may have been missed, such as basis errors or missed elections. We put any corrections or catch-up filings in writing before beginning the work, and one of our Enrolled Agents can represent you before the IRS, with your authorization, if the correction requires contacting the agency.
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 for RSUs and options

Returns covering RSUs, ESPP, incentive stock options, rental properties and multiple states, with basis verified line by line against the 1099-B so we can help limit the risk of the same shares being taxed twice.

Household books and quarterly CFO reviews

We keep bookkeeping current in QuickBooks Online, close out statements within 30 days of month end, and hold regular CFO-style discussions about hiring, equipment purchases and owner distributions before decisions are made.
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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
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Review your Oro Valley equity picture with us

Start with a free consultation to walk through your equity and practice situation. Most Oro Valley clients work with us through a secure portal and video, and we document the scope and fee in writing before any work begins.

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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Contact
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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