Fortune-500-level tax strategy for Phoenix individuals, freelancers, equity-compensated professionals, and businesses. 100% remote — upload your documents, we handle everything. Most clients get 2–4x more back than their previous preparer found.
Phoenix is one of the fastest-growing metros in America, packed with real-estate investors, semiconductor and construction workers, snowbird retirees, and a booming population of remote professionals. Each of those situations has its own deduction profile — and Arizona's ultra-low flat tax means your federal strategy is where the savings actually live.
Michelet Financial serves Phoenix, Scottsdale, Tempe, Mesa, Chandler, and Gilbert, and the greater Phoenix metro with the same discipline founder Brandt Michelet built managing financials for Tilman Fertitta and Landry's Inc. — one of America's largest private companies. Everything is handled securely online: no travel, no waiting room, just a strategist who reviews every Phoenix-area return personally.
W-2, 1099, investment income, multi-state, rental property. Full deduction review — not a checkbox interview.
LLC, S-Corp, Partnership returns. Quarterly estimates, entity structuring, and year-round strategy.
Every deduction — home office, vehicle, SEP-IRA, health insurance, QBI. We find what software misses. See our self-employed deduction guide.
RSUs, ISOs, ESPP, capital gains, and tax-loss harvesting handled correctly — not the way brokerage-imported basis gets it wrong.
Received an IRS notice? We handle all correspondence and represent you completely.
Year-round tax planning: S-Corp elections, retirement, and timing strategies to minimize your bill.
Arizona levies a flat 2.5% state income tax — the lowest flat rate in the country. That low rate makes your federal return the place where real money is won or lost, and it is exactly where most preparers leave deductions on the table.
Social Security, pension, and IRA/401(k) distributions each have different taxability. We coordinate withdrawal timing, Roth conversions, and the Arizona subtraction for federal pensions so you keep more of your retirement income.
Scottsdale and Phoenix are heavy Airbnb/VRBO markets. We handle depreciation, the short-term-rental loophole, cost segregation, and 1031 exchanges so investors do not overpay on rental and capital-gains income.
Working remote for an out-of-state employer or freelancing? We nail multi-state allocation, the home-office deduction, and quarterly estimates so you avoid surprise bills and penalties.
Volume preparers and software follow a script. Because Phoenix's economy runs on real estate & construction, healthcare, semiconductor and tech, hospitality, and retirees, these are the high-value items we most often recover for Phoenix-area clients:
Not sure which apply to you? Our complete self-employed deduction list and a free consultation will show you exactly what's on the table.
Free consultation. We review your situation and show you exactly what your previous preparer missed.
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