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Business - Tax -
Estate Planning

At Porter Mountain Advisors, we combine tax and legal expertise to simplify your most important decisions—whether you're starting a business, managing taxes, or planning for your legacy.

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Our Services

Tax Services

  • Tax Return Preparation (Business, Personal, Trust)

  • Tax Planning Consultations

  • Retirement & Investment Tax Strategy

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Business Transitions &
Succession Planning

  • Exit strategy and succession planning

  • Tax-efficient ownership transfer solutions

  • Asset protection during business transitions

Business Law

  • LLC Formation and Start Up

  • Business Contracts

  • Mergers and Acquisitions

  • Buy-Sell Agreements

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Customized Consultations

  • Personalized advice on tax, estate planning, and business matters

  • Strategic retirement planning

  • Tax reviews of previous taxes filed 

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Estate Planning

  • Wills

  • Trusts

  • Powers of Attorney

  • Asset Protection and Estate Tax Planning

Client Testimonials

"Porter Mountain Advisors provided me with exceptional guidance during my estate planning process. Their expertise made everything seamless and stress-free."

Alexa Young, CA

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Take the First Step Toward Peace of Mind

Whether you need help with tax prep, updating your will, or navigating a business transaction, we’re here to guide you. Get expert advice on:
 

  • Wills and Trusts

  • Tax Preparation

  • Buying or Selling Your Business

  • Retirement Planning


Schedule a Free Consultation.


Document Portal

Use the link below to securely share documents with the Porter Mountain team. If you are a current client, use this link to log into your portal account. Otherwise, use the guest exchange.

Common Questions

Find answers to common questions about our services

  • How secure is my information?
    We prioritize your privacy and security. Using our encrypted portal system, your data is protected from unwanted recipients.
  • Do I need a trust if I have a will?
    Even if you have a will, your estate will still need to go through probate once you pass away. A trust can ensure that your estate does not go to probate and allows you to maintain control of your assets while you are still living.
  • What are your fees?
    Our fees vary depending on the complexity of each situation. However, we strive to make our services affordable to everyone without compromising on quality. For a detailed estimate, please contact us directly.
  • How can I contact you?
    You can easily reach us through our website's contact form or by phone. We encourage you to schedule a free consultation to discuss your needs.
  • Do you offer consultations?
    Yes, we offer free consultations to understand your specific needs. During this session, we will discuss how our services can benefit you.
  • Se Habla Espanol?
    Si! Luke y Mike hablan espanol y están aquí para asistirle—en su idioma.
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Get in Touch

We're here to assist you with your tax and legal needs.

(602) 638 - 2151

Monday - Friday | 9am - 5pm

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¿Habla español?

Contactenos para fijar un cita en su idioma.

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