license info:Active Arizona CPA License since 2004, can provide upon request
offered in person
offered virtually
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EXPERIENCED and TRUSTED CPA TAX PREP • BOOKKEEPING • QUICKBOOKS – AVAILABLE NOW!
Serving Phoenix and Maricopa County | 20+ Years CPA | Call/Text 24/7
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NEED HELP WITH TAXES, BOOKKEEPING, OR QUICKBOOKS?
I'm a licensed CPA (since 2004) and real estate professional with over 20 years of experience helping individuals, small businesses, and entrepreneurs. LOVE helping entrepreneurs and self-employed! Whether you need to file your 2024 return, prior tax returns, or clean up your books, or get IRS or state tax help — I’m here for you!
FREE Initial Consultation for All New Clients!
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SERVICES OFFERED:
TAX PREPARATION & FILING:
- Individual Returns (1040 + Schedule C for Sole Props, Self-Employed, LLCs)
- Business Returns (1120, 1120S, 1065)
- Homeowner Association Returns (HOAs)- Form 1120H and Financial Reviews
- Amended Returns (1040-X)
- 1099s, K-1s, Payroll Filings (941/940)
- IRS Disputes, Letters, and Audit Help
- Tax Extensions (Federal & State)
BOOKKEEPING & ACCOUNTING:
- Monthly Bookkeeping (A/R, A/P, General Ledger)
- QuickBooks or Accounting Cleanup & Reconciliation
- Payroll Setup & W-2/1099 Reporting
- Contractor Job Costing, Budgeting, and More
CFO ADVISORY SERVICES:
- Cash Flow Forecasting - Help you predict how much cash you need in a week, month or quarter, stop cash flow struggles!
- Profit Planning - Together how to figure out how to make your business more profitable!
- Budget Building & Spending Plans- Create simple budgets to make smarter business decisions
- How to grow your business - Expand, open new location, hiring needs
- Pricing Strategy - how to stop leaving money on the table or scaring off good customers
- Monthly Business Health Checkups
- Scenario Planning - What If scenarios, see numbers making any moves
- Goal Setting
- Audit Support
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WHY WORK WITH ME?
- Licensed CPA (Since 2004)
- 20+ Years in Tax, Accounting & Real Estate
- Former Public Accounting Experience (Big 4 – Deloitte)
- MBA in Accounting (University of Colorado – Boulder)
- Masters Degree in Real Estate Development (Arizona State University)
- Quick Turnaround & Personalized Attention
- Available for Virtual or In-Person (in Select Cities)
- Payments via Zelle, Venmo, PayPal, CashApp
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LOCATION & AVAILABILITY:
I am available IN PERSON or REMOTE, I split my time between Scottsdale and Austin, TX. I have lived in Scottsdale/Tempe off/on for over 20 years, I graduated from ASU for grad school (WP Carey Business School - Go Sun Devils!). I do also work with clients Remotely nationwide. I can offer local in person availability in the Phoenix area when in town. Remote services available 24/7 via Zoom, MS Teams, Phone, or Email — secure and easy tax filing from anywhere.
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READY TO CHAT?
Let’s take the stress out of taxes and finances.
- Call/Text Anytime – Serious Inquiries Only
- Free Initial Consultation
- LinkedIn & Excellent References Available Upon Request
- Willing to undergo background check
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NO SCAMS. NO SPAM. JUST GREAT PROFESSIONAL SERVICE, SATISFACTION GUARANTEED!
Let’s work together to reach your financial goals!