Business Details
Trusted Tax Advisory & Compliance Services for Businesses and Charitable Trusts
At Bourque McLucas, we specialize in delivering expert tax advisory, planning, and compliance services tailored to businesses, real estate ventures, and charitable remainder trusts. Our mission is to empower clients through personalized financial guidance that aligns with their unique goals and values. With a combined 70+ years of experience, our team of CPAs, including licensed professionals in Arizona and California, provides strategic solutions to maximize tax efficiency and compliance.We prioritize integrity, expertise, and client empowerment, ensuring transparency and ethical standards in every engagement. Our services span business tax planning, real estate tax advisory, and charitable trust management, supported by partnerships with trusted estate attorneys. We are committed to fostering enduring relationships built on trust, delivering insights that drive impactful financial outcomes while encouraging generosity and community investment.
Services
Tax Advisory Services
Real Estate Tax Planning
Charitable Remainder Trusts
Estate Tax Compliance
Business Tax Strategy
Family Office Advisory
Private Equity Tax Services
Highlights and features
- We offer personalized tax planning tailored to individual client needs.
- Our team holds CPA, PFS, and CKA certifications, ensuring expert guidance.
- We provide strategic real estate tax advisory services with engineering partnerships.
- Our 99% client retention rate reflects consistent, valuable service delivery.
- We integrate financial foresight with charitable values to create lasting legacies.
Associations and certifications
- CPA
- PFS
- CKA
What people say
Expert guidance
Personalized solutions
High satisfaction rates
Strategic tax savings
Ethical standards
Services
Tax Advisory Services
Our tax advisory services provide strategic guidance for individuals and businesses to optimize tax efficiency. We analyze financial situations, identify savings opportunities, and ensure compliance with evolving regulations. Clients benefit from tailored strategies that align with their long-term financial goals.
Charitable Remainder Trusts
We specialize in structuring charitable remainder trusts to balance philanthropy and financial security. Our team assists with trust creation, tax compliance, and ongoing management. Clients preserve wealth while supporting causes important to them, ensuring a lasting impact aligned with personal values.
Real Estate Tax Services
Our real estate tax services address complex tax implications for property owners and funds. We collaborate with engineers on aggregation studies and provide compliance solutions. Clients receive strategic advice to minimize liabilities and maximize returns across residential and commercial property portfolios.
Estate Tax Compliance
We manage estate and trust tax compliance from document drafting to return filing. Partnering with estate attorneys, we ensure accurate legal and tax execution. Clients receive comprehensive support to navigate probate, minimize tax burdens, and maintain regulatory compliance.
Business Tax Strategy
Our business tax strategy services focus on maximizing savings for small to mid-sized companies. We identify industry-specific deductions and structure proactive plans. Clients gain financial clarity and risk mitigation through customized approaches to federal and state tax requirements.
People
Ryan Bourque
CPA, MBT, CKA
Ryan Bourque, CPA, MBT, CKA, has over 20 years of tax advisory experience. He graduated from Chapman University with a BS in Accounting and earned a Master's in Taxation from USC. Licensed in Arizona and California, he specializes in strategic tax planning and charitable trust advisory.
Chuck McLucas
CPA, PFS, CKA
Chuck McLucas, CPA, PFS, CKA, combines tax expertise with personal financial planning. A Cal State Fullerton graduate with a BS in Accounting, he helps clients align tax strategies with broader financial goals. His focus areas include wealth management and integrated financial solutions.
Questions
What tax services do you specialize in?
We specialize in business tax planning, real estate tax advisory, charitable remainder trusts, and estate tax compliance for individuals and entities.
How do you approach charitable trust planning?
We integrate financial strategy with philanthropy, structuring trusts to maximize tax benefits while supporting clients' charitable goals through expert compliance management.
What experience do your team members have?
Our CPAs hold advanced certifications and have 70+ combined years of experience in tax advisory, with specialized expertise in real estate and charitable planning.
Do you serve clients outside Arizona and California?
Yes, we serve clients nationwide with remote advisory services, leveraging digital tools for comprehensive tax planning and compliance support.
How do you ensure tax compliance for real estate investments?
We collaborate with engineers on aggregation studies and provide tailored strategies to optimize tax positions for residential and commercial property portfolios.
