Grey Tree Business Services Inc

Grey Tree Business Services Inc We are a tax preparation and full-service bookkeeping firm based in AZ.

We offer specialized tax preparation, bookkeeping, and new business start-up services for those in the construction, agriculture, and real estate industries.

Every business deserves an advisor who understands its goals and challenges. Our client-first approach combines responsi...
06/17/2026

Every business deserves an advisor who understands its goals and challenges. Our client-first approach combines responsive service with a comprehensive understanding of the latest tax, accounting and regulatory developments. Let’s explore strategies that help your business manage risks, seize opportunities and grow. Call us at (602) 397-3358 to get started.

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not a...
06/16/2026

If you participate in a company 401(k) plan, there may be an option to add to your retirement nest egg that you’re not aware of: after-tax, non-Roth contributions. These contributions aren’t subject to the annual elective deferral limit ($24,500 for 2026, plus catch-up contributions if you’re age 50 or older). So, if your plan allows, you can make them after you’ve maxed out your deferral limit, including catch-up contributions, if applicable. They create tax basis in your account that can eventually be withdrawn tax-free. And growth on the money won’t be taxed until you start taking withdrawals. We can review your situation and help you determine whether you might benefit. Contact us at (602) 397-3358.

Will Social Security benefits be available when you retire? Good question. These benefits are unlikely to disappear enti...
06/15/2026

Will Social Security benefits be available when you retire? Good question. These benefits are unlikely to disappear entirely. But payments may be smaller, and the qualifying age for full benefits (currently 65 to 67, depending on your date of birth) may increase. So it’s critical to take advantage of tax-deferred retirement vehicles and to make age-appropriate investments that can help you accumulate adequate savings. Call us at (602) 397-3358 to discuss your retirement goals and ways to achieve them.

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy ...
06/13/2026

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy workloads and tight deadlines. Bringing in an external accountant can ease the pressure on your internal team and keep your business running smoothly behind the scenes. If your accounting and bookkeeping workload is piling up, we’re here to help. Call us at (602) 397-3358 to learn how we can support your business.

Certain “small businesses” may qualify for several valuable tax breaks. But different tax provisions use different size ...
06/11/2026

Certain “small businesses” may qualify for several valuable tax breaks. But different tax provisions use different size tests. For instance, a gross receipts test is used to determine eligibility for cash accounting, simplified inventory rules, the completed contract method, relief from UNICAP requirements and exemption from the business interest deduction limitation. This threshold is adjusted for inflation. For 2026, your business may be eligible if its average annual gross receipts for the prior three-year period were $32 million or less. Call us at (602) 397-3358 for help evaluating your eligibility for these and other tax-saving opportunities based on your business’s structure and operations.

If you donate artwork to charity, the deduction you can claim depends on several factors, including the type of organiza...
06/09/2026

If you donate artwork to charity, the deduction you can claim depends on several factors, including the type of organization receiving the piece and how it will be used. Your deduction will generally be reduced if the charity’s use of the artwork is unrelated to the purpose or function that’s the basis for its qualification as a tax-exempt organization. The reduction equals the amount of capital gain you would have realized had you sold the artwork instead of giving it to charity. Other deduction limits as well as special substantiation and appraisal rules also may apply. If you’re considering donating artwork or other valuable property, contact us at (602) 397-3358 for help ensuring the best tax outcome.

If you’d like to help a charity for a period of time but ultimately benefit one or more heirs and potentially save gift ...
06/08/2026

If you’d like to help a charity for a period of time but ultimately benefit one or more heirs and potentially save gift and estate taxes, consider a charitable lead trust (CLT). You transfer assets to the irrevocable CLT and the charity receives payments from it for a term of years. When the term expires, the remaining assets are distributed to the CLT’s beneficiaries. The CLT assets can include publicly traded securities, real estate, business interests and even private company stock. Call us at (602) 397-3358 for more details.

Small business owners, beware: Tax identity theft is a costly, ongoing threat. Criminals may file fraudulent returns usi...
06/04/2026

Small business owners, beware: Tax identity theft is a costly, ongoing threat. Criminals may file fraudulent returns using a business’s EIN, impersonate executives to steal employee W-2 data, or use forged IRS documents to pose as a business for financial or tax-related activity. Protect your organization by implementing a cybersecurity plan, securing sensitive data, training employees and using technology tools such as encryption and multi-factor authentication. Working with a trusted tax professional is also critical. We can review your risks, recommend safeguards and determine the next steps if something looks suspicious. Contact us at (602) 397-3358 to learn more.

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying...
06/03/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line. Please call us at (602) 397-3358 for help aligning your company’s core purpose with its financial parameters and strategic objectives.

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San Tan Valley, AZ
85236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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