Serving the Greater Phoenix Area
Families and business owners across Phoenix and the East Valley trust us for tax, estate, and business help — CPA and attorney together, from our nearby Mesa office.
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We’ll reply within one business day.
How we help Phoenix clients
Porter Mountain Advisors serves the greater Phoenix area from its Mesa/East Valley office, with tax, estate planning, business law, and retirement planning from a combined CPA and attorney.
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.
Working with us from anywhere in the Valley
In person at our Mesa office or remotely — we make tax and estate help easy to access across the Phoenix metro.
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→Phoenix FAQs
Do you serve the whole Phoenix area?
Yes. We serve the greater Phoenix metro from our Mesa office in the East Valley — including Phoenix, Scottsdale, Tempe, Chandler, Gilbert, Queen Creek, and Apache Junction — in person or remotely.
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.
How much do your services cost?
Basic tax returns start at $500, business start-up help at $1,500, a will with power of attorney at $1,200, and a trust at $2,000. You’ll get a clear quote before any work begins.
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.
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