KBF Advisory Phoenix
KBF Advisory
850 North 5th Street
Phoenix, AZ 85004
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Tax, Assurance, and Advisory Services in Phoenix
Phoenix has grown into one of the most dynamic business markets in the Southwest. Advanced manufacturing, major semiconductor investment, expanding healthcare systems, and a steady flow of companies relocating to the Valley have reshaped the local economy, and the momentum is still building.
KBF Advisory works with businesses across Greater Phoenix, from Scottsdale and Tempe to Chandler and Mesa, that need more than routine compliance support. Arizona has a tax landscape of its own, including a flat individual income tax rate and a transaction privilege tax that works differently from the sales tax most out of state companies expect. Our team helps clients understand those rules, plan around them, and keep their financial reporting on solid footing as they grow.
Who We Serve in Phoenix
Phoenix attracts businesses that are in the middle of building something, and our client base reflects that energy. We work with technology companies at the growth stage, including those backed by venture capital, along with manufacturers and suppliers connected to the region’s expanding technology and aerospace supply chains. We also serve real estate owners, developers, and investors, healthcare and professional services groups, and founder led and family owned businesses.
Many of our Phoenix clients have owners, investors, or operations in other states, which adds layers of complexity to tax and reporting. Whatever your industry or stage, you will work directly with senior professionals who learn your business and stay involved.
Our Services
Popular Services in Phoenix
- Real Estate Taxes - Phoenix is one of the most active real estate markets in the country, with steady development across industrial, multifamily, and commercial properties. KBF helps owners, developers, and investors manage their tax exposure through depreciation strategies, exchange planning, and thoughtful structuring of acquisitions and dispositions.
- Sales and Use Tax - Arizona’s transaction privilege tax is imposed on the seller rather than the buyer, and the rules can differ by city as well as by state and county. Businesses selling within or into Greater Phoenix often find that nexus, taxability, and filing requirements are harder to manage than expected. We help clients assess exposure, build reliable compliance processes, and respond to audits with confidence.
- Research and Development Credits - Greater Phoenix has a deep concentration of technology, advanced manufacturing, and engineering companies, and many of them are doing qualifying work without claiming the credits it earns. KBF helps businesses identify eligible activities, document them properly, and claim federal and Arizona research credits.
- Closley Held Businesses - Phoenix is home to a large number of founder led and family owned companies, along with owners who relocated to Arizona and brought their businesses with them. We provide year round planning on entity structure, owner compensation, succession, and multistate considerations so owners can make decisions with a clear view of the tax impact.
Choose KBF for Your Tax, Assurance, and Advisory Needs
Phoenix businesses move quickly, and the advisors supporting them should keep pace. KBF Advisory concentrates on complex tax and financial reporting work, and every engagement is led by senior professionals who stay involved from kickoff to completion. You will know who is working on your business, and they will know you.
As part of a national firm with offices across the United States and in the Philippines, our Phoenix team can bring deep technical resources to local clients without losing the personal attention you would expect from a local advisor. If your business is entering its next phase of growth, we would welcome the conversation.