Porter Mountain Advisors, CPA and attorney in Mesa, AZ
Fountain Hills, Arizona

Your CPA & Attorney in Fountain Hills, AZ

Local, plain-language tax, estate, and business help for Fountain Hills families and business owners — from a combined CPA and attorney.

Request a Free Consultation

Tell us what you need — we’ll reply within one business day. No pressure, no obligation.

Request a Consultation

We’ll reply within one business day.

Licensed CPA + Attorney
Serving Mesa, Phoenix & Albuquerque
Se Habla Español
Clear Written Quotes
Free Initial Consultation
Services

How we help Fountain Hills clients

Porter Mountain Advisors helps Fountain Hills and Northeast Valley families and business owners with tax, estate planning, business law, and retirement planning — all handled by one person who is both a CPA and an attorney, so your taxes and your legal plan are decided together.

Tax Services

Confident tax preparation and proactive planning for individuals, businesses, and trusts.

Tax return preparation (business, personal, trust)
Tax planning consultations
Retirement and investment tax strategy
Learn more→

Retirement

Keep more of what you saved, with the tax side of retirement planned years ahead.

Retirement and investment tax strategy
Roth conversions and IRA planning
Social Security and Medicare timing
Required minimum distributions (RMDs)
Learn more→

Business Law

Legal guidance from formation through complex transactions—built for owners and operators.

LLC formation and start-up
Business contracts
Mergers and acquisitions
Buy-sell agreements
Learn more→

Estate Planning

Protect what you’ve built and provide for the people who matter most.

Wills
Trusts
Powers of attorney
Asset protection and estate tax planning
Learn more→
Why us

Why Fountain Hills families and businesses choose us

✓A CPA and attorney in one
✓Guided step by step
✓Bilingual
✓Local and responsive
Who we help

Who are our services for?

Most of our clients come to us at one of four moments. Find the one that sounds like you.

Families & retirees

You want your affairs in order so your spouse and children are never left guessing.

Getting a will or trust in place for the first time
Updating a plan after a move, a death, or a diagnosis
Keeping taxes low on retirement income and Social Security
Estate planning→

Business owners

You run the business and need the legal and tax sides to finally line up.

Forming an LLC or choosing the right tax structure
Contracts and buy-sell agreements between owners
Year-round tax planning instead of a once-a-year scramble
Business law→

Owners planning an exit

You are thinking about stepping back, selling, or handing the business to family.

Selling in the next few years and keeping more of the proceeds
Passing ownership to children or partners
Protecting assets through the transition
Exit & succession planning→

Anyone facing the IRS

You got a letter, fell behind on filing, or owe more than you can pay right now.

Responding to an IRS notice before the deadline
Catching up on years of unfiled returns
Setting up a payment plan or settlement
Tax services→

Not sure which one fits? That is exactly what the free consultation is for — in English or Spanish.

Schedule a Free Consult→
Our office

Visit our Fountain Hills office

16810 E Ave of the Fountains #200
Fountain Hills, AZ 85268
Office hours
Monday–Friday, 9:00 am – 5:00 pm
Closed Saturday and Sunday
Serving Fountain Hills, Scottsdale, Rio Verde, Fort McDowell, and the Northeast Valley. East Valley clients can also visit our Mesa office.
Good to know

Fountain Hills FAQs

Where are you located and who do you serve?

We have offices in Fountain Hills and Mesa, Arizona, and in Albuquerque, New Mexico, serving individuals, families, and business owners across the Northeast and East Valley, greater Phoenix, and New Mexico.

Do you offer both CPA and attorney services?

Yes. Our founder is both a licensed CPA and an attorney, so you get integrated tax and legal planning in Fountain Hills, AZ — no getting passed between an accountant and a lawyer.

Do you speak Spanish?

Yes — several of our team members speak Spanish and explain your taxes and planning clearly and patiently. Ver servicios en español.

Free consultation

Ready to protect what matters?

Tell us your situation and we’ll explain your options in plain language, then give you a clear quote before any work begins. No pressure, no obligation.

Request a Consultation→
Free initial consultation · Reply within one business day · Se habla español