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CPA, Tax Preparation and Accounting in Surprise, AZ

K&R Strategic Partners supports Surprise clients with CPA tax work, bookkeeping, payroll processing and IRS representation, all handled out of our Mesa office at 6861 E Main St. Our combination of CPAs and Enrolled Agents matches the needs of the people who most often reach out to us from this city: retirees with pension and Social Security income plus other earnings, owners who converted a second house into a rental property, and home services or contracting businesses handling jobs across city lines. Each group receives preparation and reporting tailored to their specific situation.

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

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We bring you peace of mind

Reasons Surprise households work with us

When you raise a question mid year, we work to address it as it comes up. It gets logged against your file and answered by the person already familiar with your return, your rental or your crew. That continuity is part of what keeps retirees, landlords and contracting owners coming back to us each season.

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Project phase
Discovery call
File & situation review
Strategy & plan
Implementation
Ongoing support
CPAs and Enrolled Agents together
One team handles your filing, your books and any IRS correspondence, so your file stays with people who already know your situation. Our Enrolled Agents hold the highest credential the IRS awards.
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Answers within a business day or two
Most questions submitted through the portal get a reply within one to two business days, and frequently within the hour. You never need to drive to Mesa to get an answer.
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Books closed inside a month
Your books are reconciled in QuickBooks Online and closed within a month of period end, giving you a clear view of rental income and business revenue well before any filing deadline.
What makes us different

Benefits of using our services

With your authorization, our CPAs and Enrolled Agents can represent you before the IRS.
Pension and Social Security amounts get checked against your Arizona return every year, since treatment can differ depending on the type of pension and on federal versus Arizona rules.
If you have a rental, we check what registration and reporting may apply and keep it on our schedule going forward.
We prepare returns covering all 50 states and manage multi state payroll, reviewing the filing and worker rules that apply to your situation.
Financial statements are closed out within a month and kept up to date in QuickBooks Online.
A secured portal with multi factor login means no drive to drop off paperwork.
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Need guidance?
We’re always happy to provide help.
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WHO WE WORK WITH

What working together looks like

We open with a call focused on understanding your situation. From there we review your filings and books, checking for items that may have been overlooked and anything that needs closing out. Any recommendation comes to you in writing before we act on it, and once changes are made we continue to check the account as your income, property or retirement plans evolve.
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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.

Pension and rental filings we handle

Your federal and state filings get built around your pension and Social Security income, including a check of those amounts against your Arizona return and your estimated payments so nothing is overpaid or missed. If you turned a property into a rental, we check what registration and recurring reporting may apply to your situation and work to keep it current. Home service and contracting businesses have their transaction privilege tax obligations reviewed, with city rates reported on the same state return through the Arizona Department of Revenue, and we review how work performed across city lines affects your filing.
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 there a K&R office located in Surprise?
We work from a single office at 6861 E Main St in Mesa and support Surprise clients through phone, video and a secure portal. Visiting in person is available but never required.
Who actually prepares my return, a CPA or someone else?
Our team brings together credentialed CPAs and licensed Enrolled Agents. With your authorization, Enrolled Agents can represent you before the IRS, giving you coverage beyond simple preparation.
How much will my tax preparation cost?
Pricing is based on your entity type, the number of schedules involved and the current state of your bookkeeping, and we provide a figure after a discovery call. We put that figure in writing before starting any work.
What if I am several years behind on filings?
We begin by reviewing what has already been filed and identifying any gaps, then prepare the missing returns and pursue penalty relief when circumstances allow. Once caught up, your filings move onto our regular schedule.
Can you handle my retirement income and a rental together if I also work across state lines?
We coordinate your pension and Social Security reporting, your rental filings and any out of state obligations as one plan, reviewing your facts to determine if you need to file in another state. Our filing coverage spans every state, which matters if you or your employees have ties outside Arizona.
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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Business team analyzing data charts and graphs on tablet and documents
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Our services

Discover Our Services

Returns and the planning behind them

We handle individual returns, partnership and S corp filings, rental schedules and multi state situations all in one place. Beyond filing, we look ahead at your entity choice, reasonable compensation for S corporation owners, how well quarterly payments align with actual income, and the timing of any larger expense.

Books, statements and visibility

We keep your ledger current, produce statements and deliver KPI and cash flow reporting through QuickBooks Online, with books closed within a month of period end. Clients wanting to review the numbers together can schedule part time CFO sessions a few times each year, and accounts above a revenue threshold receive a dedicated account manager.
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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
Not every IRS notice requires professional help, but audits, substantial back taxes, and collection actions like levies or liens are clear signs that handling it alone can cost you far more than hiring the right representation.
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Author:
Jean Godin
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The IRS Fresh Start Program: What It Actually Is and Who Qualifies in 2026
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Bring your Surprise return in for review

Bring in your Surprise return and let us review where it stands. Reach K&R Strategic Partners at 6861 E Main St, Mesa, AZ 85207 for a free first consultation, by phone, video or secure portal, with no obligation to visit 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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