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All your financial needs in one place!
 
Our team brings you comprehensive answers and solutions to your tax, accounting and finance needs. â€‹
 

I am a practicing CPA in Arizona for over 18 years with a wealth of experience and knowledge.  I serve on the board of a local non profit, worked as the Chief Financial Officer for a national company, have prepared tax returns and bookkeeping services for close to 20 years.  

 

Our goal is to provide our clients with real solutions and valuable knowledge to stay in compliance with the constantly changing tax rules and regulations and grow their business at the same time. 

 

The Covid-19 pandemic has created a new normal socially and also financially.  We can help you understand the CARES act and the Consolidated Appropriations Act, 2021 to help you maximize the relief options available to businesses.

 

We can help you obtain PPP loans, fill out your PPP loan forgiveness applications and make sure you are taking all the payroll tax related credits that you may be eligible for.

 

We also provide bookkeeping services, Controller and CFO services, and tax return preparation for all business structures and individual tax returns.

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Services
  • CFO Services & Consulting

  • PPP & EIDL Loans 

  • Business, Individual & Trust and Estate Tax 

  • Bookkeeping

  • Payroll 

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