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Scottsdale Tax Planning Strategies: Section 199A, Depreciation, and More

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Smart tax planning can make a big difference in your bottom line—especially for business owners in Scottsdale navigating Arizona’s evolving economy, real estate investments, and multi-entity structures. Whether you’re a service provider, real estate professional, or managing an S-Corp or LLC, now is the time to explore tax strategies that can reduce your liabilities and support long-term growth.

At Concierge Consulting & Accounting, PLLC, we specialize in year-round tax planning for Scottsdale entrepreneurs, medical and legal professionals, contractors, consultants, and multi-entity businesses. Here are some of the most effective tax strategies we help implement—including Section 199A, bonus depreciation, and more.

Section 199A Deduction: Pass-Through Savings

If you’re operating as an S-Corp, LLC, partnership, or sole proprietor, you’re likely eligible for the Section 199A Qualified Business Income (QBI) deduction—which allows up to a 20% deduction on your business income.

Key 199A Considerations:

  • Income phaseouts begin at $182,100 (single) or $364,200 (married filing jointly) in 2023
  • Certain service businesses (law, health, consulting) may face limitations
  • W-2 wages and qualified property affect eligibility and deduction amount
  • Entity type and structure impact how the deduction applies

A licensed CPA can help you optimize your compensation and entity structure to maximize this deduction.

Accelerated Depreciation and Bonus Write-Offs

Arizona allows full participation in federal depreciation rules, including 100% bonus depreciation (phased down after 2023). That means you may be able to deduct the full cost of qualifying equipment, vehicles, or property improvements in the year of purchase.

Ideal for:

  • Real estate investors and developers
  • Construction companies purchasing equipment
  • Medical and dental practices upgrading office technology
  • Any business investing in capital assets

Using Section 179 in combination with bonus depreciation allows even greater flexibility—especially for vehicles over 6,000 lbs. or office renovations.

S-Corp Salary Optimization

If you’re running an S-Corp (or thinking of electing one), balancing your reasonable salary vs. profit distributions is key to tax efficiency. Overpaying yourself in W-2 wages can increase payroll taxes, while underpaying can trigger IRS audits.

A Scottsdale-based CPA can:

  • Benchmark industry salary standards
  • Run simulations based on income goals
  • Help set up quarterly payroll
  • Ensure compliance with Arizona and federal tax authorities

Real Estate and Cost Segregation Strategies

Scottsdale is a hotspot for real estate professionals, investors, and Airbnb/short-term rental operators. We help clients take advantage of cost segregation studies, which accelerate depreciation on components of investment properties.

Potential benefits:

  • Immediate tax savings through front-loaded depreciation
  • Lower taxable income from rental activities
  • Enhanced cash flow and ROI

We also advise on short-term rental rules, passive activity limitations, and Arizona-specific reporting obligations.

Entity Restructuring and Tax Planning

Sometimes, the best tax strategy is revisiting your entity structure altogether. We’ve helped Scottsdale clients:

  • Convert LLCs to S-Corps for tax savings
  • Split multiple lines of business into separate entities
  • Optimize ownership structures for estate or partnership planning
  • Set up holding companies for liability protection and financial clarity

Every business is unique—your tax strategy should be too.

Why Work With a Scottsdale CPA?

Choosing a local, licensed CPA who understands the Valley’s tax landscape ensures you’re getting advice that fits both your industry and Arizona-specific compliance requirements. At Concierge Consulting & Accounting, you get:

  • Direct access to your CPA (call, text, or email)
  • Concierge-level service year-round
  • Transparent, proactive tax planning
  • Support for complex structures and growth-focused businesses

We serve Scottsdale, Paradise Valley, Phoenix, and surrounding communities with high-touch, high-impact tax advisory services.

FAQs: Scottsdale Business Tax Planning

Can I still take 100% bonus depreciation?

Yes—but it’s being phased down. The bonus rate dropped to 80% in 2023 and will continue to decrease unless extended by Congress. We can help you plan asset purchases accordingly.

Do I qualify for the 199A deduction as a consultant?

It depends on your total income, how your business is structured, and your W-2 wages. We’ll run a personalized calculation to find out.

Is it too late to restructure for this tax year?

Not necessarily—S-Corp elections can sometimes be made retroactively. Call us now to discuss your options before year-end.

Maximize Your 2023 Tax Strategy Today

Don’t leave money on the table. With the right guidance, you can take advantage of powerful tax planning tools that work for your business—not against it.

📞Call today at (480) 372-2543 to schedule your free estimate!

Please call or email us for more information and questions.

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We have a Sun Devil in the house! We are honored to add to our team, Jo. She is a graduate of Arizona State University (Fear the Fork) and is looking to broaden her knowledge and understanding of business and accounting.

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Jo performs full accrual accounting and is responsible for reconciling all accounts, journal entries, month end closing procedures and preparation of internal financial statements and analytics. She also assists in the preparation of sales and payroll tax returns. She holds a wide range of knowledge, from QuickBooks to travel (she spent most of her life in the UK), she’s your girl. She is excited to join the CCA team and ready to conquer tax season head on!

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Dixie Cary

CPA and Tax Manager

Dixie is a Minnesota CPA and experienced accountant. She has over 25 years of accounting in both audit and tax, but her passion is tax. After years in the cold, she decided to leave the mid west and find a new home in Sunny Arizona. We are so happy that Dixie has joined our team.

Dixie leads and manages our entire tax department. She assists and leads a team through our busiest times while delivering quality, complete and accurate tax services for our clients. She is proficient in preparation, planning, and education of federal and state income taxes for individuals, businesses, estates, trusts, and exempt organizations.

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Theresa Elaine Valade

CPA and Managing Partner

Theresa Elaine Valade, CPA, is a highly accomplished Arizona-licensed Certified Public Accountant and founder of Concierge Consulting and Accounting, PLLC. Recognized by Forbes as one of the Top 10 CPAs in the state, she brings over 27 years of expertise in audits, reviews, compilations, tax strategy, business consulting, and fraud investigations, with specialized experience in nonprofits, real estate, hospitality, and financial services. A former Arthur Andersen auditor and tax partner at Moffitt & Company, Theresa has led high-profile engagements, including one of Arizona’s largest fraud investigations and IRS training audits, and frequently represents clients in mergers, acquisitions, and complex tax matters. Her firm consistently earns the highest peer review ratings, and she is a sought-after public speaker on tax reform, fraud prevention, and business operations. Committed to client success, Theresa combines technical excellence with a relationship-focused approach, guiding businesses and individuals through every stage of growth and transition.

Her areas of specialization are business consulting and advisory, audits, income tax planning and preparation, and IRS audit representation. Her industries of specialization are nonprofits, real estate, hospitality, franchises, mortgage banking and brokering, title insurance, escrow, health, and beauty.

Theresa’s also had the honor of being named 2020 CPA firm of the year for her commitment and service to her clients during the challenges imposed by the COVID-19 pandemic. Putting passion and personalization at the forefront Theresa has led her firm to excellence by not only providing measurable results for clients but making them feel well taken care of during times of great uncertainty.

Theresa is also a member of the prestigious, Arizona Society of CPAs, ASCPA, 100% Membership Club. It is an honor to be part of this club that exhibit’s a high level of commitment to the Arizona Society of CPAs. We are privileged to be able to convey to our clients, staff, and colleagues of Theresa’s significant commitment to the CPA profession. She is also a member of the American Institute of certified public accountants.

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