Your CPA & Attorney in Mesa, AZ
Local, plain-language tax, estate, and business help for Mesa 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.
We’ll reply within one business day.
How we help Mesa clients
Porter Mountain Advisors helps Mesa and East 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.
Retirement
Keep more of what you saved, with the tax side of retirement planned years ahead.
Business Law
Legal guidance from formation through complex transactions—built for owners and operators.
Estate Planning
Protect what you’ve built and provide for the people who matter most.
Why Mesa families and businesses choose us
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.
Business owners
You run the business and need the legal and tax sides to finally line up.
Owners planning an exit
You are thinking about stepping back, selling, or handing the business to family.
Anyone facing the IRS
You got a letter, fell behind on filing, or owe more than you can pay right now.
Not sure which one fits? That is exactly what the free consultation is for — in English or Spanish.
Schedule a Free Consult→Visit our Mesa office
Mesa, AZ 85203
Closed Saturday and Sunday
Mesa FAQs
Where are you located and who do you serve?
We’re based in Mesa, Arizona with a second office in Albuquerque, New Mexico, serving individuals, families, and business owners across the 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 your taxes and your legal planning are handled under one roof in Mesa, 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.
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→