1. What is your background?
  2. Why should I use a CPA?
  3. What types of clients do you handle?
  4. What is required of me?
  5. What fees are charged?
  6. What else does the fee include?
  7. What about the IRS and other government agencies?
  8. What is the next step?

What is your background?

I have lived in Arizona almost all of my life and am a Summa Cum Laude graduate of Arizona State University. I passed the Certified Public Accounting (CPA) Exam on my first attempt and have worked as a CPA for over twenty-five years.

Why should I use a CPA?

CPAs must pass a comprehensive exam covering all aspects of accounting. In addition relevant work experience, a background check and an ethics exam must be completed before the state will issue a CPA certificate. To stay current on issues, 80 hours of continuing education are also required every two years–I usually take over 100 hours. In Arizona, accountants who are not certified do not have to meet any requirements.

What type of clients do you handle?

I specialize in individual and trust returns requiring tax preparation and planning.

If you have unfiled past year returns or owe significant amounts to the IRS I do not provide those services.  While there are many reputable firms in this area, be careful who you engage. For tips on what is available to you please review this link from the Federal Trade  Comission FTC Outside Link.

What is required of me?

Since I deal with individuals, I understand tax and accounting issues are not and should not be your most important concern. I make your record keeping as simple and quick as possible. I also take the time to answer all of your questions in full.

What fees are charged ?

Like any service the cost varies based on the time it takes.  As a guide, most personal tax returns average $350-$1,500.  However, if you own a business, have many investments or some other tax complexity your fees will be higher.  Feel free to call to discuss your situation and I’ll be able to give you a more accurate quote.

What else does the fee include?

When I finish your tax return or planning project that is the start of my service not the end.  I provide year-round service to answer your questions. A quick call during the year can often save a great deal in taxes at the next year-end.

What about the IRS and other government agencies?

Although everyone dreads an audit I stand behind any work I do.  As a CPA, I can act as your legal representative before the IRS.  This way I can go in your place to a tax audit.  Additional fees will apply to any audit exceeding two hours of work.

What is the next step?

The next step is completely up to you.  If you would like to discuss this further please give me a call at (480) 991-2820 or send me an email.

In order to insure quality for our existing clients we do not take on new clients during tax season (January-April).

Also, please do not send any files through email as it is not secure.  Any unsolicited emails with files attached are automatically deleted, which means you will not receive a response.  We must do this for the safety of our clients’ financial information.
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