Tax work with benefits

Ryan R. Hart CPA/PFS, CFP(R) AIF(R) CEPA

Specializing in personal tax optimization for small business and real estate owners, health care professionals, and retirees. Specialties include estate and trust planning & consulting.

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low angle photo of high rise apartment building
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a person standing in a room

Currently accepting local clients for tax compliance and planning services.

Need to file for 2024? Click "Learn More" and schedule and appointment.

Need Monthly Bookkeeping or Fractional CFO Services? We do that, too.

Father; Coach; Trusted Advisor

Ryan is a a long-time Certified Public Accountant and Financial Professional Born in Prescott, Arizona in 1981. With a distinguished career spanning over two decades, he has demonstrated expertise in tax compliance, financial planning, and wealth management, serving as a strategic leader in various roles - including that of Chief Financial Officer in private industry and Senior Management roles in the public accounting world, with continued emphasis in real estate, healthcare, investments and tax efficiency.

Graduating from Northern Arizona University with dual Bachelor of Science degrees in Accountancy and Business Economics, Ryan's early career was marked by a breadth of experience with large and small CPA firms throughout the Western US. In 2011, Ryan's entrepreneurial spirit led him to establish Hart & Associates, LLC, where he managed a successful tax practice catering to 500 clients with a focus on in-depth tax planning and fiduciary financial planning and consulting. His career is characterized by a commitment to helping clients navigate complex financial landscapes, achieving their personal and business goals through tailored solutions.

Beyond his professional endeavors, Ryan and his wife Amy launched a now thriving youth sports organization in Prescott, Arizona - where both of his children play in this fun and competitive league. The local Gridiron flag football league now serves over 200 families each season, fostering community and youth development through sports. In the fall of 2024, Ryan pioneered the role of head coach for Prescott High School's first-ever girls flag football program, guiding them to an impressive 15-1 record and a finish as state runners-up in their inaugural season.

In addition to his coaching endeavors, Ryan is an avid musician, performing locally in Prescott, Arizona whenever he finds the opportunity. He is also an active member of the AICPA and the Arizona State Society of CPAs, continuously contributing to the advancement and integrity of the accounting profession.

Through his work and community involvement, Ryan embodies a blend of technical proficiency, innovative thinking, and a personable approach, establishing him as a trusted advisor and leader in the financial and local communities. Ryan loves to focus on helping individuals and small businesses owners optimize their tax situations and plan for the future. With extensive expertise and a personalized approach, he helps clients achieve their financial goals and maximize their lives.

Our Services

We offer a range of services to help small businesses thrive and succeed in today's competitive market. Our services include tax planning and preparation, consulting for trust and estate planning and strategic and long-term exit planning for business owners.

girl wearing grey long-sleeved shirt using MacBook Pro on brown wooden table
girl wearing grey long-sleeved shirt using MacBook Pro on brown wooden table
Tax Compliance and Planning -Optimization
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person writing on brown wooden table near white ceramic mug
Real Estate , Physicians, Accounting and More

We help businesses minimize their tax liabilities and maximize their tax efficiency over the years. We help clients make informed decisions about their investments, retirement, and estate planning. Ryan has many years of experience working for doctors, dentists and other healthcare practices; and is a great fit for healthcare professionals with busy lives. Our consulting and exit planning services assist business owners in developing strategies for successful outcomes no matter what the goal.

Contact Us

Get in touch with us today to discuss how we can help you optimize your taxes, analyze your real estate investments, and plan for a successful business exit.