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

K&R Strategic Partners prepares tax returns for Sun City West residents who split their time between Arizona and another state or country, frequently covering retirement income and trust filings as part of the return. Our Enrolled Agents, including our Director of Small Business Advisory Services, are part of our team of tax professionals who meet with clients through a secure portal, by phone and by video, and the first conversation costs nothing. We focus on working through your residency status, sourcing your income between states, and handling the estate and retirement filings that come with that lifestyle.

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480-392-6801
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We bring you peace of mind

Why part year residents pick this firm

Part year living means your tax questions continue even after you leave Arizona for the season, and we built our process to handle that. Our team keeps your file organized so your records and history carry forward throughout the year, no matter where you are calling from.

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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
Dual state returns prepared together
We pin down where you were domiciled, on which dates, and document it, then work to source your income to the states that tax it.
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A team that already knows your file
Our senior tax staff help maintain an organized file so your history continues forward each season.
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Fast answers wherever you are
Questions submitted from another state or country get a response within one to two business days, often within the hour, keeping your filing on track while you travel.
What makes us different

Benefits of using our services

We document residency dates and income sourcing and use the available credits to limit double taxation.
State-level treatment of Social Security built into your retirement projections.
We track distribution deadlines and discuss timing for charitable giving, though you remain responsible for monitoring your own deadlines.
One team carries your file from active years through trust and final returns.
We determine if you must file in other states where you or your property produce income.
Bookkeeping and cash flow reports stay available if a business is still running.
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Need guidance?
We’re always happy to provide help.
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WHO WE WORK WITH

What happens after you reach out

We open with a call to understand your situation, then review your recent returns, retirement and brokerage statements, and a rough map of where you lived during the year. From there you receive a written summary of our findings and a fee quote before we start any work.
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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 manage

Every filing season we sort out which portion of your income Arizona taxes and which portion belongs to the other state, and we use the available credits to limit double taxation. We also track required distribution deadlines, plan Roth conversions and charitable gifts across multiple years based on your input on assumptions, and prepare trust, estate or final returns when a family needs that work done, coordinating with your attorney when legal documents are involved. We factor Social Security into the retirement numbers we run for you.
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.
Can you handle my residency and income sourcing between Arizona and another state?
We review your domicile and the dates involved, then work out how your income should be sourced between states and use the available credits to limit double taxation. Getting your dates and records straight is the first step we take.
How do I find out what this will cost?
After your free first call, once we understand what your return involves, we send you a fee in writing along with a description of the work. Nothing starts until you have approved both.
Will you prepare returns for a trust or estate?
Yes, we prepare returns for trusts, estates and the final individual return a family needs, along with the reporting that bridges the year someone passed. This is handled as tax and accounting work, coordinated with the family's attorney when legal documents are involved.
My old preparer missed something. Can you fix it?
We start by examining your recent returns for items reported incorrectly or omitted, then correct and update them and seek penalty relief where it applies. You will see our findings in writing before any correction work begins.
Do I need to come to Arizona to work with you?
No. We manage documents through an encrypted portal and hold meetings by phone or video, replying within one to two business days, often within the hour. If you would rather meet face to face, our Mesa office is open for that.
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, part year and fiduciary returns

We prepare Arizona and non-resident returns side by side, covering retirement income, brokerage activity, rental property, home sales, and the fiduciary or final returns a family may need.

Multi year retirement planning

You get a written plan covering withdrawal sequencing, Roth conversions, and charitable giving, including how a large withdrawal can affect Medicare premiums in a later year.
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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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Sort out your Sun City West residency with us

Schedule your free first call by phone or video and send documents through our secure client portal. We provide the scope and fee in writing before work begins, and you are welcome to meet us in person at 6861 E Main St in Mesa if that suits you better.

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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