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CPA, Tax Preparation and Retirement Tax Planning in Sun City, AZ

K&R Strategic Partners offers tax preparation and retirement planning services to households in Sun City, serving clients from our Mesa office through phone calls, video meetings and a secure client portal. Our CPAs and Enrolled Agents concentrate on the issues that matter most once you start drawing on Social Security, a pension and retirement accounts, including how withdrawals affect your tax bill and what happens to an estate down the road. There is no charge for the first conversation, and we can meet in person at 6861 E Main St in Mesa if you would rather do that than talk by phone.

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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 a retirement household needs from a CPA

We review every income source you have, including Social Security, pensions, retirement accounts, brokerage accounts, and rental property, to build one coordinated plan. We sequence those sources together, deciding what to draw first, where a Roth conversion may make sense in a slower income year, when giving from an IRA may beat a standard deduction, and how to watch for a Medicare premium bracket with one large withdrawal. The result is a return we aim to file correctly now and a plan you can use for several years after.

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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
Withdrawals planned across years
We review your taxable, tax-deferred and Roth balances as one picture and set a withdrawal order designed to lower the tax cost of the income you actually need.
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Required distributions tracked for you
We track your required distribution deadlines, stay in contact with your custodian, and check whether a qualified charitable gift may work better than itemizing on your return.
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One team for returns and estates
Our senior tax staff bring extensive tax preparation and accounting experience, and our Enrolled Agents can represent you before the IRS with your authorization whenever a notice arrives.
What makes us different

Benefits of using our services

Social Security, pensions and IRA income reviewed together every year.
Required distributions, Roth conversions and charitable gifts planned together across several years.
Residency and property in a second state handled alongside your Arizona filing.
Trust, estate and final return preparation available from the same team you already use.
Our Enrolled Agents can act on your behalf before the IRS with your authorization if a notice arrives.
Remote service covers nearly everything, with an in person visit available at our Mesa office.
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Need guidance?
We’re always happy to provide help.
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WHO WE WORK WITH

Opening a file for a Sun City household

We begin with a phone or video call to understand your accounts and goals, then go through your two or three most recent returns next to current statements from your retirement accounts. That review checks that Social Security and distributions were reported properly and that your current withdrawal order still makes sense. Before any work starts, you receive a written summary of findings and a set fee, so you know what to expect once we begin.
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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.

Retirement and estate filings we prepare

We prepare your federal and state returns every year, check that retirement income is reported the way Arizona rules require, and revisit your withdrawal sequence as your accounts change. If a spouse passes away, we prepare the final individual return along with any trust or estate filings that follow on the tax and accounting side, working with your attorney whenever legal documents are involved. We determine if you need to file in another state if you have property or income there.
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.
Is my Social Security or pension income taxed in Arizona?
Federally taxable Social Security can flow into your federal adjusted gross income, and Arizona then allows a subtraction for it on your state return. We check how your pension and any military retirement pay are treated and handle that when we prepare your return.
I missed taking a required distribution. What now?
We help you withdraw the missed amount promptly and prepare a request asking the IRS to consider waiving the penalty. From there we set up tracking to help keep the deadline on schedule going forward.
What should I expect to pay for CPA services as a retiree?
Cost varies based on your number of income sources, accounts and any property you hold, which is why we quote only after an initial free conversation. You get that fee in writing before any work begins.
Does everything need to happen in Mesa?
Clients in Sun City typically work with us entirely by phone, video and secure portal, and we respond within one to two business days, often within the hour. If you prefer meeting face to face, our Mesa location is available to you.
Can you handle my late spouse's final return along with trust filings, and coordinate with my attorney?
We prepare the final individual return along with any trust or estate returns that apply on the tax and accounting side, including the year of death reporting. When legal documents are involved, such as estate administration, we work directly with your attorney while handling the tax filings.
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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Business team analyzing data charts and graphs on tablet and documents
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Our services

Discover Our Services

Individual, trust and estate returns

Returns cover retirement income, brokerage activity, rental property, residency across multiple states, and fiduciary filings for trusts, estates and the final year when a family needs careful handling.

Retirement withdrawal planning

A written plan spanning several years that lays out withdrawal order, room for Roth conversions in lighter income years, charitable giving strategies and how each choice may interact with Medicare premium brackets.
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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

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Schedule a Sun City retirement review

Reach out to us for a free phone or video consultation, send your documents through our secure portal, and review a written fee proposal before signing anything. Our office at 6861 E Main St in Mesa remains available for clients who prefer meeting in person.

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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