Tax preparation, compliance, and planning built for businesses that build, fix, and manufacture.
Setpoint Tax & Advisory handles the federal, state, and multi-state filings for HVAC, plumbing, electrical, and specialty trade contractors, manufacturers, and pharmaceutical companies — plus the year-round planning that keeps next year's return from being a surprise. Advisory and management accounting are there when you want to go further.
A setpoint is the target a system is calibrated to hold — not drifting, not overcorrecting. That's the same discipline we bring to your filings, your deductions, and your deadlines.
Tax preparation, compliance, and planning — done right, every year.
The foundation of every engagement is the same: accurate returns, filed on time, with a plan behind them instead of a scramble every April. Advisory and management accounting are available as a secondary layer for clients who want to go further.
Tax Preparation
Tax Compliance
Tax Planning & Strategy
Bookkeeping Oversight
Advisory & Management Accounting
Returns that reflect how the business actually runs.
Three kinds of businesses get shortchanged by general-practice tax firms: the ones with trucks and crews, the ones with a shop floor, and the ones with a lab. We built Setpoint's compliance and planning work around all three.
Skilled Trades & Specialty Contractors
HVAC · Plumbing · Electrical · Mechanical- Federal & multi-state returns for the entity and its owners
- S-corp elections & reasonable-compensation review
- Equipment & fleet depreciation (Section 179 / bonus)
- Multi-state licensing & quarterly estimate planning
- Job costing & WIP schedules (advisory)
Manufacturing
Production · Fabrication · Assembly- Federal & multi-state returns, multi-state sales & use tax nexus
- R&D tax credit identification & documentation (IRC §41)
- Capital equipment depreciation strategy (Section 179 / bonus)
- Entity structuring & year-end tax planning
- Inventory costing & variance analysis (advisory)
Pharmaceutical & Life Sciences
Development · Manufacturing · Licensing- R&D tax credit documentation & support
- Multi-entity & multi-state tax structuring
- Tax treatment of licensing & royalty revenue
- Regulatory & compliance cost tracking for tax purposes
- Cash flow forecasting through development cycles (advisory)
Diagnostic. Calibration. Steady state.
The same three phases an HVAC technician uses to bring a system into spec — applied to your books.
Where things stand
A working session on how your business actually runs: job costing method, equipment schedule, entity structure, and where the numbers currently disagree with reality on the ground.
Set it right
We set up or correct the systems — chart of accounts, WIP tracking, depreciation schedules, entity elections — so your books reflect the business, not just the bank feed.
Hold it there
Ongoing compliance on a fixed schedule — filings, deadlines, quarterly estimates — with advisory check-ins layered in for clients who want deeper reporting.
A tax firm first, built for businesses most preparers don't see every day.
At its core, Setpoint is a tax practice: accurate returns, filed on time, backed by planning that happens throughout the year instead of a scramble every April. Most general-practice preparers are built around W-2 households and simple Schedule Cs — businesses that build, fix, or manufacture something need a preparer who already understands job costs, equipment schedules, and inventory well enough to get the return right the first time.
For clients who want to go further, Setpoint also holds the Certified Management Accountant (CMA) credential — a designation built around cost accounting and internal financial management. That means when advisory work makes sense, it comes from the same firm that already knows your filings, instead of a second vendor starting from zero.
- Licensed CPA — State of Arizona
- Certified Management Accountant (CMA)
- Setpoint Tax & Advisory, PLLC
Let's set your numbers where they belong.
Tell us about your business and we'll set up a time to talk — no obligation, no sales pitch, just a real conversation about where your books stand today.
- contact@setpointtax.com
- Phone
- (602) 456-1870
- Service Area
- Ahwatukee & the Phoenix Valley — serving clients across Arizona