What Can We Help You With?

In today’s fast changing financial world, it is important to receive proper guidance from your professional support team.


Today’s tax laws are so complicated that filing even a simple return can be confusing. It is easy to overlook deductions and other advantages to which you are entitled. You need professionals like us that keep up with changing tax laws so you can keep your hard-earned money and reduce your future tax liabilities.

Preparation and Planning

We are knowledgeable about the latest tax laws and use every opportunity to reduce your liability. But taxes don’t end with the preparation and filing of tax returns. We can advise you on numerous opportunities available to create long-term tax savings.

IRS Representation

It is unsettling to receive a notice from the Internal Revenue Service. Our CPA and Enrolled Agent staff has experience and a deep understanding of federal and state tax laws. This allows us to review your specific situation and quickly determine the best way to minimize or eliminate any potential tax liability. We handle all data review and case negotiation, which saves you time and money. In most cases, you’ll never need to communicate directly with the IRS.  We can do it for you.

If we can guide or assist you in any of these areas, give us a call at 480-833-8300.

Accounting & Auditing

We strive to create value in our Accounting Services by combining technical know-how with business practicality in our wide range of Accounting and Auditing Support Services and Solutions.

Financial Statements

Perhaps your bank, bonding company or other interested party requires you to present a financial statement with CPA Assurance. We can provide you the following services always using a cost-benefit approach:

  • Compilation Services
  • Review Services
  • Audit Support Services


The differences between Bookkeeping and Accounting is often misunderstood. There is often a misconception that they are the same thing. Bookkeeping is the ongoing recording of your business transactions. Accounting includes more advisory and analytical business support. Our Accountants can help your business by providing:

  • Tax Advice and Planning
  • Corporate Compliance
  • Business Start-up Support
  • Financial Management Advice
  • Complex Transaction Recording


Your time is best spent managing your business. Maintaining your general ledger, bank reconciliations and transactional activity can be time consuming.

Accurate books are not only a Government requirement but are important to the success of your business. Our Bookkeeping Services can help you better manage your time and business. They include:

  • Accounts Payable and Accounts Receivable
  • Bank Reconciliations
  • General Ledger
  • Income Statements and Balance Sheets
  • Budgets and other Management Reports

Payroll Services

A payroll processing error can cost you thousands of dollars. We can help you reduce this risk by assisting you with:

  • W-2 and 1099 Processing
  • Real Time and After-the-fact Payroll Processing
  • Calculate and Prepare Federal, State and Local Taxes
  • Respond to IRS Notices

Audit Support

With the onslaught of auditing changes over the last several years, many smaller organizations have found themselves struggling to prepare for their financial audits. One solution to this challenge is to outsource year-end close and audit preparation services. Because we have years of audit experience with Profit and Non-Profit Organizations, we are uniquely qualified to provide this valuable assistance. Our approach is proactive, cost effective and anticipates and addresses your auditors’ needs. Services provided include:

  • Preparation of Closing Entries
  • Preparation of Required Schedules
  • Calculate and Prepare Federal, State and Local Taxes
  • Preparation of your Financial Statements including Footnotes to be audited by your outside auditor

If the auditor prepares the financial statements, we can also serve as management’s reviewer of those audited financial statements.

If we can guide or assist you in any of these areas, give us a call at 480-833-8300.

Quickbooks Set-up & Support

Quickbooks is one of the most widely-used bookkeeping software systems on the market today. It’s easy to use, flexible with other accounting software applications and allows easy export of useful, practical data.

But just like any other intuitive system, Quickbooks can pose multiple challenges for any business owner, from installation, setup, integration and other aspects.

Our Quickbooks Set-up and Support Services can help you:

  • Create a Quickbooks File
  • Create a Chart of Accounts
  • Setup Preferences, Lists, Customers, Vendors, Employees, Banking, and Reports
  • Setup and Maintain your User Preferences
  • Verify Integrity of all Data
  • Record Beginning Balances
  • Setup and Maintain User ID’s and Passwords
  • Setup any New Items

If we can guide or assist you in any of these areas, give us a call at 480-833-8300.

Trusts & Estates

Estate planning is not just about having a will or a trust in place. It’s about making sure your assets get to where and whom you want.   It requires having the appropriate plan in place to assure the transfer of your assets to your intended recipients occur with the least amount of difficulty, costs and taxes.

We can help by providing:

  • Estate Planning Opportunities
  • Estate Return Preparation
  • Trust Return Preparation
  • Help avoid possible problems by assisting to understand documents precisely

If we can guide or assist you in any of these areas, give us a call at 480-833-8300.

Fraud Prevention & Detection

Fraud is defined as “Any intentional act or omission designed to deceive other’s, resulting in the victim suffering a loss and /or the perpetrator achieving a gain,” by the Association of Certified Fraud Examiners (ACFE).

It’s difficult for most business owners and managers to even consider where fraud or other illegal activities are occurring. We have experience in helping companies assess their weaknesses, uncover areas of opportunity and implement fraud protection deterrent’s.

Below is a list of way’s our Certified Fraud Examiner can help:

  • Fraud Consultation and Assessments, including an analysis of accounting and financial internal controls to determine adequacy and identify susceptibility to fraud
  • Fraud Testing
  • Correct any Internal Control Weaknesses and Designing New Internal Controls
  • Review of Cash Flow and Reconciliations for Inconsistencies or Abnormalities, including A/P, A/R, and Payroll
  • Help to establish Anti-Fraud Policies and Procedures
  • Management and Employee Fraud Education and Awareness

If you are worried about fraud that may be occurring or has in the past, give us a call at 480-833-8300.