The Family Office focuses on the integration of tax planning, estate planning, wealth management, and risk management into one cohesive experience. Creating an organized and unified product, once only reserved for the wealthiest. It is now available to every American family.

When you sign on with Copper Canyon Tax and Financial Services, you get the advantages of lower costs, smarter tax treatment, and a holistic approach to preserving, protecting, and growing your wealth.


Please select the appropriate appointment type, then select your date and time. We look forward to working with you.



  • For tax appointments, please deliver all of your documents prior to our appointment. You can deliver to the office or upload to our Guest Portal at CopperCanyonTax.com

Not all appointment types available Jan-April.

  • Tax Prep

    • New Business Tax Appointment Telephone: retainer required

      30 minutes @ $875.00

      Please contact our office prior to scheduling this appointment type. In order for us to prepare your business tax return you must maintain an accurate, reconciled set of books. We must have access to your general ledger, profit/loss, an ...

    • New Business Tax Appointment Zoom: retainer required

      30 minutes @ $875.00

      Please contact our office prior to scheduling this appointment type. In order for us to prepare your business tax return you must maintain an accurate, reconciled set of books. We must have access to your general ledger, profit/loss, a ...

    • Tax: New Client Telephone Appointment 520-344-4149

      1 hour @ $414.95

      Tax appointment for a new client. Please review our engagement letter and organizer prior to scheduling. This document can be found here
      https://www.dropbox.com/scl/fo/u9lexnat8h88ebhntvn9f/h?rlkey=lzxou0ma98n4bqay5703sgors&dl=0

    • Tax: New Client Zoom Appointment

      1 hour @ $414.95

      Tax appointment for a new client. Please review our engagement letter and organizer prior to scheduling. This document can be found here
      https://www.dropbox.com/scl/fo/u9lexnat8h88ebhntvn9f/h?rlkey=lzxou0ma98n4bqay5703sgors&dl=0

    • Tax: Return Client Telephone 520-344-4149

      30 minutes

      Existing clients schedule your tax appointment by telephone. Please call the office at 520.344.4149 at your appointment time.

    • Tax: Return Client Zoom

      30 minutes

      Existing clients schedule your tax appointment by Zoom. A link will be sent to you prior to your appointment.

    The Family Office

    • Family Office Zoom Appointment

      30 minutes

      Schedule to learn how our Family Office can help you. The Family Office focuses on the integration of tax planning, estate planning, wealth management, and risk management into one cohesive experience. Creating an organized and unifie ...

    • Family Office Telephone Appointment 520-344-4149

      30 minutes

      Schedule to learn how our Family Office can help you. The Family Office focuses on the integration of tax planning, estate planning, wealth management, and risk management into one cohesive experience. Creating an organized and unifie ...