Scottsdale Tax Strategy & CPA Firm
Financial clarity.
Business confidence.
Proactive tax strategy, bookkeeping, and CFO advisory for Scottsdale small businesses — year-round, not just tax season.
4.9 ★★★★★ · Google Reviews · 300+ clients served · Licensed CPAs · Since 2018
Who We Serve
Six types of owner.
One standard of work.
From first-year LLCs to established practices with complex structures — we've seen it all. We've served 300+ active clients since opening our Scottsdale office in 2018. If money moves through your business, we know how to protect it.
Small Business Owners
Retailers, contractors, service businesses. We've helped owners reduce tax liability by an average of $12K through proper entity structuring.
Freelancers & Consultants
Quarterly estimates, self-employment tax, home office deductions — plus audit-proof documentation for every write-off.
Real Estate Investors
Depreciation schedules, 1031 exchanges, entity structuring. Our clients average 23% lower effective tax rates on rental income.
Restaurants & Hospitality
Tips, payroll, COGS, and tight margins. We reconcile weekly so you always know your true food cost — not just your bank balance.
Medical & Dental Practices
Professional entities, owner compensation, equipment deductions. We've navigated the specific billing structures of 30+ Scottsdale practices.
Startups & LLCs
Entity selection, first-year setup, investor-ready financials. We get your books clean enough for due diligence from day one.
What We Do
Every number, handled.
6 specialized services — click to explore each
Tax Preparation & Filing
Individuals, S-Corps, LLCs, and C-Corps. Filed accurately and on time, every single year — with a licensed CPA reviewing every return before it goes out.
- Federal & state returns
- Self-employed & 1099 income
- S-Corp & LLC filings
- Multi-year catch-up filing
Best for: Small business owners, freelancers, landlords, and anyone who's tired of wondering if they're leaving money on the table.
Tax Preparation & Filing
Individuals, S-Corps, LLCs, and C-Corps. Filed accurately and on time, every single year — with a licensed CPA reviewing every return before it goes out.
- Federal & state returns
- Self-employed & 1099 income
- S-Corp & LLC filings
- Multi-year catch-up filing
Best for: Small business owners, freelancers, landlords, and anyone who's tired of wondering if they're leaving money on the table.
Tax Strategy & Planning
Forward-looking advisory that reduces your tax liability before the deadline — not after. We identify deductions and structure decisions around your tax picture.
- Year-round tax planning
- Entity structure optimization
- Deduction maximization
- Quarterly tax estimates
Best for: LLCs, S-Corps, real estate investors, and high-income earners looking to keep more of what they earn.
Bookkeeping & Reporting
Monthly reconciliations, P&L statements, and clean books your bank will love. We keep your financials current so you always know where you stand.
- Monthly reconciliations
- P&L statements
- Cash flow tracking
- Year-end reporting
Best for: Any SMB that wants loan-ready books, accurate quarterly taxes, and zero end-of-year scramble.
Payroll Services
Automated payroll, tax withholding, W-2/1099 prep, and compliance — so your team gets paid right every time.
- Automated payroll processing
- Tax withholding & deposits
- W-2 & 1099 preparation
- Multi-state payroll
Best for: Restaurants, contractors, retailers, and any business with hourly or salaried employees.
Business Formation
Entity selection, operating agreements, EIN registration, and first-year tax setup — done right from the start so you're not fixing mistakes two years later.
- Entity selection (LLC, S-Corp, C-Corp)
- Operating agreements
- EIN registration
- First-year tax setup
Best for: New businesses, side hustles going official, and partnerships that need the right structure from day one.
Fractional CFO
Board-ready financials, cash flow modeling, and strategic advisory. Get CFO-level thinking applied to your business without the full-time salary.
- Cash flow modeling
- Financial forecasting
- Board-ready reports
- Strategic advisory
Best for: Growing businesses preparing for a loan, expansion, or investment who need more than a tax return.
Our Approach
Not just tax season.
Most accounting firms wait for you to reach out. We don't work that way. Clarity clients get proactive outreach before filing deadlines, quarterly check-ins when tax law changes, and phone calls when something in your books warrants a conversation — not a surprise bill.
We've spent six years building deep expertise in the industries our clients actually work in — restaurants, medical practices, real estate, contracting. That means we're not researching your deductions from scratch every April. We already know your industry's specific deductions, common audit triggers, and the strategies that get results.
Every Clarity client is assigned a licensed CPA from day one. Not an office manager. Not a bookkeeper who escalates the complex stuff. A credentialed professional who knows your business by name, answers your calls, and signs off on every return before it's filed.
The Team
Who you'll actually work with
Lead Tax Strategist, CPA
Sarah Chen
Sarah built her practice around one belief: your accountant should save you money, not just track it. Ten years of small business tax strategy later, she's helped hundreds of Scottsdale owners structure their businesses — and keep more of what they earn.
Priya Patel
Senior Bookkeeper
15 years keeping books for restaurants, medical practices, and retail chains.
Marcus Webb
Business Advisory & CFO Services, CPA
Former CFO turned advisor. Built financial models for 40+ Scottsdale businesses.
Ethan Park
Client Operations & Onboarding
Your first call, your ongoing contact. Ethan makes the numbers less daunting.
Client Stories
Real results, real numbers.
$14,000
saved in year one
“After three years with a national tax chain, I switched to Clarity and saved $14,000 the first year. Sarah identified deductions we'd been missing for years.”
$7,800
payroll discrepancy caught
“They caught a $7,800 payroll tax discrepancy within two weeks of taking over our books. That kind of detail is exactly why we'll never go back to doing it in-house.”
$240K
in business financing secured
“Marcus handles our quarterly reviews and our bank loves our financials now. Getting a small business loan used to be a nightmare. Not anymore.”
Common Questions
What to know before we talk.
A 30-minute call where we review your current tax situation, identify at least one opportunity you may be missing, and give you a clear recommendation — with zero obligation to hire us.
It depends on the complexity of your situation, but most small business clients invest between $300–$800/month for ongoing bookkeeping and tax strategy. We'll give you a clear quote before any work begins.
No. We can review your situation while your current arrangement is still in place. If we're the right fit, we handle the transition — including contacting your previous firm for records.
We're QuickBooks ProAdvisors and also work with Xero, FreshBooks, and most major accounting platforms. If you're not on any software yet, we'll help you choose the right one.
Ready to stop dreading tax season?
Book a free 30-minute consultation. We'll review your situation, identify what you're missing, and give you a clear recommendation — no obligation, no pressure.
Most clients hear back within 2 hours during business days.
7400 E McDonald Dr, Suite 300 · Scottsdale, AZ 85250 · Mon – Fri, 9am – 6pm