Diagnose the Problem
Find the real problem.
Just like a doctor evaluates your symptoms to uncover the root cause, we'll assess your financial situation to pinpoint the areas that need attention.
Tailored planning for complex financial lives.
Tax strategy and family-office guidance for families, owners, and investors whose decisions are connected.
The Family Office Advantage
A disciplined path from diagnosis to action.
Now that we've identified your financial goals, it's time to take action by leveraging the tax code's green lights.
Prescribe the Solution
Design the plan.
Once we've identified the issues, we'll craft a personalized plan designed to address your unique needs and maximize your opportunities.
Fill the Prescription
Move from advice to action.
Solutions only work when they're put into action. Whether it's buying or selling a business, strategic tax planning, or retirement and legacy planning, we'll help you execute the plan to achieve the results you deserve.
Don't wait for your financial health to improve on its own—take the first step toward a brighter financial future.
About Marc
A practical guide for wealth decisions that overlap.
Marc Barnes is a Family Office Director, Enrolled Agent, and Registered Investment Adviser who helps affluent families, business owners, and investors make more informed financial decisions through coordinated tax, business, and wealth planning.
As founder of Copper Canyon Tax & Financial Services, Marc centers his work on proactive tax strategy and a Family Office-inspired approach, helping clients organize business strategy, tax planning, retirement income, investment decisions, estate considerations, and long-term family goals into a more cohesive plan.
Enrolled Agent Registered Investment Adviser Featured in Vox and CBS MarketWatch Born and raised in Tucson
Coordinated guidance for families of wealth.
Sophisticated financial lives require more than fragmented advice. Copper Canyon brings tax strategy, planning, and oversight into one integrated conversation.
Proactive Tax Strategy
Tax strategy shapes investment decisions, business transitions, retirement income, and estate planning. Copper Canyon goes beyond annual tax preparation with year-round, tax-aware guidance.
Coordinated Planning
Investment, estate, and risk-management decisions are coordinated together with tax planning rather than treated as separate, disconnected conversations.
Family Office-Level Oversight
Clients receive the coordination and strategic oversight traditionally associated with the Family Office model, without needing the infrastructure of a full private family office.
Built for complex financial lives, not commodity tax prep.
Copper Canyon works with clients who value strategic guidance across the many dimensions of wealth.
Affluent Families
Coordinating family wealth, future generations, philanthropic priorities, and tax-aware decisions over time.
Business Owners
Planning around ownership structure, income timing, transitions, liquidity events, and the tax implications of growth or exit.
Investors
Bringing tax perspective to portfolios, real estate, capital gains, retirement planning, and long-term stewardship.
Contact
Start with the decision in front of you.
Tell us what changed, what is coming next, or what needs to be coordinated. Copper Canyon will respond with a clear next step.
Copper Canyon Tax & Accounting Services4802 E Broadway Blvd, Tucson, AZ 85711
(520) 344-4149
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