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

K&R Strategic Partners is an Arizona CPA firm providing tax preparation, retirement tax planning and estate-related accounting services to residents of Sun City, AZ. Our credentialed CPAs and licensed Enrolled Agents work with Sun City households from the firm's office at 6861 E Main St in Mesa, by encrypted portal, phone and video rather than asking anyone to drive across the Valley, and the first consultation is free. Sun City opened in 1960 as Del Webb's first retirement community and remains unincorporated, and at the 2020 census the median age here was 72.6 with more than three quarters of residents aged 65 or older. That shapes every return we prepare in this ZIP code.

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We bring you peace of mind

What a retirement household actually needs from a CPA

A Sun City return rarely has payroll in it. It has Social Security, pensions, required distributions, brokerage income, sometimes a rental, occasionally a business that never quite closed. The work is not data entry, it is sequencing: which account to draw from, how much to convert to a Roth in a low year, when a charitable distribution beats a deduction, and how to keep a single large withdrawal from raising the cost of Medicare two years later. None of that is on the form.

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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
Withdrawal sequencing, not just filing
We look at taxable, tax-deferred and Roth balances together and plan the order of withdrawals across years. The same amount of spending money can cost noticeably different amounts of tax depending on where it comes from.
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Required distributions handled before the deadline
Missing an RMD carries a penalty that is entirely avoidable. We track the deadlines, coordinate with your custodian, and use qualified charitable distributions where they beat itemizing, which for most retirees they now do.
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Unincorporated has consequences
Sun City is not a city. It is governed by the Maricopa County Board of Supervisors, so there is no municipal income or municipal business tax layer here, and property tax questions run through the county assessor, including the senior valuation protection option.
What makes us different

Benefits of using our services

Arizona does not tax Social Security, and we make sure the return reflects it.
RMDs, Roth conversions and charitable distributions planned as a multi-year sequence.
Two-state and part-year residency handled for households that still own property elsewhere.
Trust, estate and final-return work available from the same team.
Enrolled Agents with IRS representation rights if a notice arrives.
Everything can be done remotely, with in person available in Mesa.
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Need guidance?
We’re always happy to provide help.
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WHO WE WORK WITH

How we start with a new Sun City client

A phone or video call first, then a look at your last two or three returns together with recent statements from your retirement accounts. What we are checking is whether basis, distributions and Social Security were reported correctly and whether the withdrawal order made sense. You get a written summary and a fixed fee before anything starts, and no work begins until you have seen both.
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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.

Arizona rules that matter to Sun City residents

Arizona does not tax Social Security benefits, and it taxes other income at a single flat rate, which makes multi-year planning around conversions and large withdrawals more effective here than in a graduated-rate state. Arizona also excludes a limited amount of certain federal, state and local government pension income, and it does not tax active duty or military retirement pay. Because Sun City is unincorporated, there is no municipal tax layer, but property tax relief programs run through Maricopa County, including senior valuation protection for qualifying owners, and the deadlines for those are county deadlines rather than state ones.
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.
Does Arizona tax my Social Security or my pension?
Arizona does not tax Social Security benefits. Pensions are generally taxable, though a limited exclusion applies to certain government pensions, and military retirement pay is not taxed by Arizona at all. Which of those apply depends on the source of each pension, and we check them individually.
I forgot a required distribution. How bad is it?
It carries a penalty, but relief is often available when the shortfall is corrected promptly and the reason is documented. Our Enrolled Agents handle that request directly with the IRS, and going forward we track the deadlines so it does not recur.
Should I do a Roth conversion?
Sometimes, and the answer changes year to year. A low-income year, a year with large medical deductions, or the window between retiring and starting Social Security often creates conversion room. It also has to be weighed against Medicare premium thresholds two years out, which is the part most people miss.
Do I have to come to Mesa?
No. Sun City clients almost always work with us by phone, video and secure portal, with replies inside 1-2 business days. If you would rather sit down with someone, the office at 6861 E Main St is open to you.
Can you handle my late husband's final return and the trust?
Yes. We prepare final individual returns, fiduciary returns for trusts and estates, and the year-of-death reporting that connects them, and we can work with your attorney where an estate is being administered.
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

Individual, trust and estate returns

Retirement income, brokerage activity, rental schedules, part-year and multi-state filings, plus fiduciary returns for trusts and estates and final returns when a family needs them handled carefully.

Retirement and withdrawal planning

A written multi-year plan covering the order of withdrawals, conversion room in low-income years, charitable strategies and the interaction with Medicare premium thresholds.
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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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Talk to an Arizona CPA about your Sun City return

Start with a free consultation by phone or video. Send documents through the secure portal, and see a written scope and fee before anything is signed.

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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