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Securing Arizona's future,
one family at a time.

For more than 30 years, the professionals at Grand Canyon Planning Associates have provided comprehensive retirement, tax, and estate planning services to families throughout Arizona.

We offer complimentary and obligation-free meetings to find out more about your needs and to see if our services are right for you. Whether you are just starting out, well into your working years, getting ready to retire, or already retired, we can help you protect and preserve the legacy you’ve worked a lifetime to build.

Estate Planning

Regardless of age, phase of life, or the size of your estate, everyone can benefit from estate planning: a living trust, a will, or powers of attorney.

Retirement Planning

At GCPA, we evaluate every aspect of your finances to create customized plans and solutions that will grow with you for your retirement planning.

Financial Planning

Let us analyze your financial plan with a tax perspective to create tax-efficient solutions and identify ways to potentially reduce your taxes in retirement.

The Word on Wealth

Don't run out of money,
before you run out of time.

Intelligent financial talk you can have faith in, a show where we take the fun approach to the serious matter of your money.

WOW

Weekly Tip

Keep Well-Organized Records

Well-organized recordkeeping makes it easier to prepare your tax return and provide evidence of tax deductions. According to the IRS, you’re encouraged to keep records, such as receipts, canceled checks, and other documents that support an item of income, a deduction, or a credit appearing on a return, as long as they may become material in the administration of any provision of the Internal Revenue Code. Depending on the assessment, these limitation periods can range from 3 to 7 years.

There are also periods of limitations for refund claims, which range from 2 years to 7 years. The IRS encourages keeping records of property, healthcare insurance, and business income and expenses, among other categories.

This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Tip adapted from IRS10

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