A CPA and an Attorney — Integrated Tax and Legal Planning

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Marissa Buie 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Truly helpful! Taxes can be stressful, but the Porter Mountain Advisors made everything so much smoother. I will be returning year after year.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Bert HILLIARD 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I have been very pleased with our experience with Porter Mountain Advisors. We originally started using the firm for our taxes and retirement planning after being introduced by our financial advisor. What really stood out to me, even before we became clients, was the time Luke, the owner, took to speak with me when my mother passed away. He spent over an hour on the phone answering several questions regarding my mother's estate. That level of personal attention made a lasting impression on me.

One of the things we really appreciate about Porter Mountain Advisors is the wide range of services they offer, including tax preparation as well as estate and retirement planning. Having CPAs and an attorney all under one roof is a real convenience and gives us peace of mind knowing our tax, financial, and estate planning needs can be coordinated in one place

The staff is friendly, knowledgeable, and professional. Tatum prepared our taxes this year, and she was a pleasure to work with. She did a great job communicating with us, answering our questions, and keeping the process straightforward.

Overall, we've had a great experience with Porter Mountain Advisors and appreciate the personal attention and professionalism we've received. We would be happy to recommend them to anyone looking for a firm that can help with both tax and financial planning needs.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Judith Anderson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been working with Tatum at Porter Mountain, and she has been not only extremely professional, but very nice.

She is well informed about tax policy, but also has been patient with us when we requested a form more than once because we were too busy and accidentally deleted her email, or couldn't find something out right away.

I would highly recommend using Porter Mountain for filing taxes, they make it much easier.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Mary W 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I’ve worked with Luke of Porter Mountain advisors a couple of times now, most recently on a relative’s final return.  Luke and his team walked me through everything and were patient to explain each step.  Would highly recommend!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gerardo Arzaga 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Luke and his team provide us with peace in mind handling our taxes every year! Has offered advice and steps to move our life forward in the right direction! Professional, kind, just excellent all around!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Lisa W 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We had been searching for a tax advisor and preparer when a friend mentioned Porter Mountain. They are a perfect match for our needs offering estate planning, tax preparation and filing. They are thorough, timely and have a good platform for easy document sharing.  Luke and Diane give personal service and know us by name and even offer face to face consultations.  Finally, a home for our tax and accounting needs.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sara Moulton 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have to admit I was a little apprehensive when PMA took over from my retiring CPA (whom I had worked with for well over a decade).  But they have been great!  My first year with them has had several significant few financial transitions -- and a few "surprises".  Luke, Diane and the PMA team have been extremely helpful in discussing options and making recommendations.  I'm very happy with PMA!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kianna Lee 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I had a great experience with Porter Mountain Advisors in Mesa, AZ! Luke and Tatum were incredibly professional and helpful throughout the entire tax preparation process. They took the time to answer all of my tax questions and made everything easy to understand.

What really stood out was having both a CPA and an attorney available to answer questions from both the tax and legal side. It made the entire process seamless and gave me confidence that I was getting well-rounded advice instead of having to go to multiple places.

If you’re looking for professional tax preparation, CPA services, or tax and legal guidance in Mesa, Arizona, I would highly recommend Porter Mountain Advisors. Luke and Tatum made the whole experience easy, thorough, and stress-free!