TRUSTED EXPERTS IN TAX ADVISORY, REAL ESTATE, AND CHARITABLE PLANNING

Business, Real Estate, and Charitable Trust Tax Advisory and Compliance Specialists

HOW WE CAN HELP

Charitable Remainder Trusts & Estate/Trust Tax Services

We offer specialized tax advisory and compliance services for estates and charitable remainder trusts. Our experienced team provides both initial and ongoing planning, ensuring you receive comprehensive guidance tailored to your goals. From the drafting of essential legal documents through our partnerships with trusted estate attorneys to the meticulous preparation and filing of tax returns, we handle all aspects of estate and trust management. Our approach integrates financial foresight with your values, enabling you to preserve wealth, support meaningful causes, and create a legacy that endures.

Tax Advisory Services

Business and Owner Tax & Bookkeeping Services

Our firm is dedicated to the financial success of small to medium-sized businesses and their owners. At Bourque & McLucas, we understand the unique challenges of business finance, from daily bookkeeping to long-term tax planning. We offer personalized, strategic advisory services to help clients maximize tax savings, reduce risks, and achieve financial clarity. Our approach often uncovers opportunities for tax efficiency that other firms miss. Whether you’re just starting or looking to optimize an established business, our insights and support equip you to thrive in a complex financial landscape.

Real Estate and Owner Tax Services

With deep expertise in real estate tax advisory, we provide specialized support for private equity real estate funds, family offices, and privately owned properties. Our team collaborates with engineers on aggregation studies, enhancing your ability to manage and optimize tax liabilities on real estate investments. We serve as trusted advisors for both individuals and entities, offering meticulous tax planning and compliance services to support sustainable growth and profitability. Our insights into the unique requirements of real estate owners help ensure you achieve maximum tax benefits across your property holdings.

99%

Client Satisfaction

70+

Years of Experience

400+

Business, Real Estate, and Charitable Trust Clients

Faith First

Our Commitment

Firm Leadership

Ryan Bourque, CPA, MBT, CKA

Ryan has completed over 20 tax seasons, spending his career dedicated to providing clients with strategic tax savings through advanced advisory and planning. A graduate of Chapman University with a Bachelor of Science in Accounting, Ryan also holds a Master’s in Taxation from the University of Southern California. Licensed in both Arizona and California, he brings a wealth of expertise, creativity, and integrity to his work with clients, focusing on tailored solutions that make a difference.

TRUSTED BY MANY

Chuck McLucas, CPA, PFS, CKA

As a licensed Personal Financial Specialist (PFS) through the AICPA, Chuck complements his tax expertise with a strong understanding of personal financial planning. A graduate of Cal State Fullerton with a Bachelor’s in Accounting, Chuck provides clients with financial guidance that aligns their tax strategies with their broader financial goals, ensuring a well-rounded approach to wealth management.

Clients who rely on our expertise

Business Tax Services

Real Estate Tax Services

WHAT WE BELIEVE

At Bourque & McLucas, we believe in the power of purpose-driven finances. Our firm is deeply rooted in values that extend beyond numbers. We are passionate about using our expertise to empower clients not only to achieve their financial goals but also to make a positive impact. We encourage generosity, supporting our clients as they invest in their communities, churches, schools, and hospitals. By aligning financial decisions with personal values, we help our clients find greater meaning and fulfillment in their financial journey.

Why Choose Bourque & McLucas?

99% Client Retention Rate — Our clients trust us to provide consistent, valuable guidance, and our relationships reflect that commitment.
450+ Satisfied Clients — Our firm has served hundreds of clients across various industries, bringing expertise and tailored solutions to each engagement.
70+ Years of Leadership in Tax Services — Our partners have a combined experience of over seven decades, delivering insights that drive impactful results.

Learn More About Our Services

Ready to Transform Your Tax Strategy?

Connect with Bourque & McLucas today to explore how we can help you achieve your financial goals while maximizing tax efficiency and impact.