Independent CPA, CFP®, MBA with 25+ years of excellent experience and academic background in taxes, teaching, financial analysis & systems development.
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Specialties: Accounting, Taxes, QuickBooks

AZ CPA/CFP® with 25+ Years? Experience! Services for the Phoenix, Scottsdale & Paradise Valley Areas

BBB Rating
A+
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Hours
Regular Hours
Mon:
Tue:
Wed - Fri:
Sat - SunClosed
Services/Products
Early Phases of Operations: * Create or Review General Business Plans * Design and Install Accounting Systems * Income Taxes * Payroll Taxes * Sales Taxes * Train or Produce Appropriate Tax Reports Normal Processing: * Compile, Review, or Audit Financial Statements * Improve Budgeting Activities * Offer Tax Planning Advice * Perform Routine Bookkeeping * Prepare or Review Appropriate Tax Reports * Provide Knowledgeable Business Consulting * Respond to IRS or Other Governmental Inquiries * Train New Employees to Account For Activities Properly Advanced Operations: * Assist with Strategic Planning * Discuss Retirement or Exit Strategy Ideas * Disseminate Advanced Tax Planning Advice * Evaluate Business Acquisition or Divestiture Operations * Streamline Computerized Accounting
Location
Located on the Northwest Corner of Tatum and Shea
Neighborhood
Central Scottsdale
Accreditation

Better Business Bureau

Certified Quick Books Pro Advisor

AICPA

ASCPA

FPA

Associations
AICPA,ASCPA,FPA
Social Links
Categories
Accountants-Certified Public, Accounting Services, Financial Services, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives
Other Information

Parking: Lot

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