Christopher T. Coots, CPA, PFS™, J.D.

Year Joined
Individual and business tax planning Estate and trust tax planning Strategic business planning Mergers and acquisitions Succession planning
Indiana University, Bachelor of Science, Accounting University of Arizona, James E. Rogers College of Law, Juris Doctor

Personal Financial Specialist (PFS™)

Technology, Health Care and Medical, Manufacturing, Real Estate
Professional Affiliations
Certified Public Accountant - State of Arizona Arizona Society of Certified Public Accountants (ASCPA) - Phoenix Tax Workshop Central Arizona Estate Planning Council Valley Estate Planners
Speaking Engagements
Speaker: Symposium: Practical Tax Talk - Federal Tax Update and Developments, Financial Planning Association, Greater Phoenix, February 2022
Speaker: Practical Tax Aspects of M&A Transactions, Arizona Society of Certified Public Accountants (ASCPA), Phoenix Tax Workshop, January 2021
Speaker: Domestic Corporate and Business Tax Changes Under 2017 Tax Cuts and Jobs Act (TCJA), Financial Planning Association, Greater Phoenix, February 2018
Speaker: Corporate and Business Legislation, Arizona Society of Certified Public Accountants, Phoenix Tax Workshop, January 2018
Personal Interests
Hiking, golf, and spending time with family and friends
About Chris

With over 20 years of professional accounting experience, Chris offers comprehensive tax planning and consulting to individuals, partnerships, corporations, estates, and trusts in Scottsdale, Chandler, Phoenix, and throughout Arizona. He serves clients in a variety of industries, including technology, health care and medical, manufacturing, and real estate. As part of the Firm’s mergers and acquisitions team, he helps companies successfully navigate the due diligence process and provides guidance on the post-tax basis and post-closing tax return. Working with businesses and their owners, he develops tax plans maximizing cash flow and minimizing tax liabilities. His hands-on collaborative approach effectively and efficiently guides clients on diverse business matters. Prior to joining the Firm, he was a national bank vice-president and certified public accountant with national and regional accounting firms. Before pursuing his accounting career, he practiced as an estates and trusts attorney serving individuals and families. He holds an Arizona CPA license and is a Personal Financial Specialist (PFS™) with experience in succession planning and other matters influencing financial goals.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.