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| Many of our professional staff began their careers at large national firms. Our clients benefit from being served by individuals with the experience and talent found at the country’s largest firms while receiving the personal attention and value of a local firm. Our firm consists of mature professionals who enjoy what they do and have chosen a long-term career in public accounting. We seek to understand you and your needs so that we can provide the personalized service you need to meet your goals. Our firm provides a wide range of services to our individual and business clients. You can learn more about the services we provide by clicking on the Service Titles below. If you have any questions about the services described here or if you do not see a service here, please contact a member our professional staff. |
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| (Click Service Title For Details) |
| Audited Financial Statements |
| Audited financial statements can help businesses attract new investors, obtain financing from banks, and qualify for coverage from bonding companies. Audits can also identify trends and opportunities for improving your internal controls and operations. Finally, audits also provide you with the peace of mind and confidence to make important decisions. We currently provide audited financial statements to over 40 organizations in a wide variety of industries. Our experience also provides us with the ability to approach our engagement and services from your point of view. We tailor our audit procedures to your industry and develop an engagement that is cost effective and responsive to your needs. We also utilize the latest technology which allows us to complete our procedures in a timely manner and with the lease disruption to your operations. The objective of an audit is the expression of an opinion about whether the financial statements are fairly presented, in all material respects, in conformity with U.S. generally accepted accounting principles (GAAP). The audit is the highest level of assurance given on an entity’s financial statements. |
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| Homeowners Associations |
| We are pleased to point to our extensive experience in providing financial statement and tax services to homeowners associations. We are currently providing audits, reviews, compilations, and tax returns to over 120 associations through out Arizona. Our association clients range in size from 50 units and $50,000 of annual dues to 10,000 units and $20,000,000 of annual dues. We offer our association clients timely professional service. We also utilize special audit programs designed for the association industry and train our people to provide the most expert service to our association clients. |
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| Reviewed and Compiled Financial Statements |
| We prepare compiled and reviewed financial statements that assist business owners and managers meet requests from banks, insurance companies, investors, vendors, and others who require information about their company’s financial situation. In a compilation engagement, the accountant uses information provided by management to prepare the financial statements in accordance with professional accounting standards. The accountant does not provide any opinion on the compiled financial statements. In a review engagement, the accountant performs limited procedures and provides a report expressing limited assurance on the financials. |
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| Benefit Plan Audits |
| Employee benefit plans with over 100 eligible participants are required to have an annual audit under ERISA laws. We specialize in auditing employee benefit plans, including 401(k), profit sharing, ESOP, and defined benefit pension plans. We are also a member of the AICPA's Employee Benefit Plan Audit Quality Center which enables us to gain access to a wealth of comprehensive resources to assist us in providing high quality employee benefit plan audits. We currently provide audit service to seventeen benefit plans with total assets ranging from $1 million to $75 million and total participants ranging from 120 to over 10,000. Many of the plan audits we perform are for organizations for which we are not the sponsor’s independent auditor. Our plan audit clients also benefit from our low turnover and excellent staff continuity. Our professionals have the educational background and experience to complete your engagement on time, on budget, and with the least amount of interruptions of your staff. |
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| Individual Tax Planning and Compliance |
| Our firm offers a full range of tax planning and compliance services. We offer competitive rates for all federal, state and local tax return preparation. Our tax planning assists you to minimize your tax burden on an ongoing basis. |
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| Business Tax Planning and Compliance |
| Our firm also provides for the preparation of all business returns - C Corporations, S Corporations, Partnerships, Limited Liability Companies. Our planning involves monitoring tax law changes in order to take advantage of opportunities and avoid audit adjustments. We also strive to improve the net cash flow of a business with appropriate planning on a year round basis. |
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| Estate Planning |
| We prepare and assist with the preparation of Estate, Gift and Trust tax returns. We work with attorneys to minimize estate taxes and maximize the growth of an estate and the deferral or elimination of estate taxes. |
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| Consulting Services |
| We provide ongoing consulting services for you as an individual or as a business owner. We are available for the smallest question to the most complex tax issue and we will respond quickly with the answers you can depend upon based upon the facts provided. |
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| Retirement Planning and Administration |
| We can assist individuals with determining if they have saved enough to meet their retirement needs and how much they need to save on an ongoing basis to meet their retirement goals. We also prepare pension plan returns, participant statements, and related pension accounting services. |
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| Management Advisory Services |
| We have extensive experience in auditing, accounting and consulting services. We can review your organization’s internal controls, assist with cost segregation studies, suggest improvements for management tools and recommend ideas for streamlining operations and administrative procedures. |
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| Accounting Information System Training, Set-up and Assistance |
| Our firm can assist with the set up of your accounting system, train your staff and provide ongoing support in order to maximize your staff's skills and improve efficiencies. Our services include the professional skills of Certified QuickBooks Specialists. |
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| Financial Forecasts and Projections |
| Our firm offers complete financial and business forecasting services. We can assist you with what-if scenarios including projected cash-flows, income streams, and other financial data based on hypothetical or anticipated future events, such as facility expansion, launch of a new product, etc. |
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| Business Valuations |
| We can provide assistance determining the fair market of your business including an extensive analysis that may be used as part of a gifting, buy-sell, or bank financing transaction. |
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| Merger and Acquisition Planning |
| Whether you are ready to retire and sell your business or you are expanding and acquiring a new business or admitting new owners, we can assist you in determining a fair price and fair terms for all parties to be in agreement. Our services include planning and evaluation of alternatives, assistance with due diligence, objective support and consultation during the negotiations and closing phases and support after the transition. |
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| Stock Portfolio Analysis |
| Our firm will work closely with your financial planner to provide a stock portfolio analysis. Such an analysis can compare where your portfolio is today to where it should be, based upon your financial goals. |
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