Accounting Services
Keeping You
On Track

Personal assistance you deserve

Our
Services

Bookkeeping

Complete bookkeeping services for small businesses.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Payroll Services

Total payroll services for small business clients.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Financial Planning

Full service Financial Planning for future goals.

Individual Taxes

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Business Taxes

A variety of small business tax returns are prepared each year.

 

WE ARE

 

THANK YOU TO ALL OUR CLIENTS FOR YOUR PATIENCE AND UNDERSTANDING DURING THESE DIFFICULT TIMES!!

 

SERVICES AVAILABLE NOW…………………………..

  • SMALL BUSINESS ASSISTANCE WITH COVID-19 RELIEF

  • DISCOUNTED TAX PREPARATION FOR 1040SR (SENIOR) RETURNS

  • MORTGAGE LENDER LETTERS FROM CPA

  • REMOTE TAX RETURN PROCESSING…………SKYPE AND ZOOM CONFERENCING, PHONE APPOINTMENTS, CLIENT PORTAL SUBMISSION, EMAIL, FAX AND 24 HOUR SECURE DROP BOX, PICK UP AND DELIVERY TO YOUR HOME LOCATION

  • 1095 HEALTHCARE MARKETPLACE ESTIMATED ADJUSTED GROSS INCOME CALCULATIONS

  • SMALL BUSINESS START UP AND CONSULTATION

  • BOOKKEEPING

  • TAX PLANNING SERVICES

 

 

24 YEARS EXPERIENCE

WE ARE A SMALL, FRIENDLY, AFFORDABLE, PERSONABLE CPA OFFICE!

CPA PREPARES AND/OR REVIEWS ALL RETURNS!

1040 SPECIAL(1 or 2 W2's)!!!  ONLY $65 FOR NEW CLIENTS!!  INCLUDES FREE E-FILE AND FREE DIRECT DEPOSIT OF REFUNDS !!!!

OFFERING 7 DAYS A WEEK AND EVENING APPOINTMENTS!

 

We are a small, friendly, personable tax office. We consist of 4-5 employees who strive to prepare accurate accounting/tax work in a timely, professional, efficient manner. We try to maintain a positive work environment and welcome new clients at any time!

We have a strong regard for ethics and integrity.  The owner also has a strong faith and carries those principles into the workplace!

Our firm provides a variety of accounting services including:  income tax preparation  for individuals and small businesses. bookkeeping, payroll, business start up consulting, sales tax reporting and management financial statements . We assist clients all over the valley in various industries and primarily operate off of “word of mouth” referrals. 

We have been growing through the years and have relocated the office to a retail location in the Planet Fitness shopping center on 75th Ave and Peoria in Peoria, AZ. We most conveniently service the areas of Peoria, Glendale, Phoenix, Surprise, El Mirage, Avondale, and Sun City, AZ. However, we have retained clients in several states, as well as across the valley and also offer tax appointments by SKYPE or conference call for your convenience.

Thanks for considering us as your new CPA team and WELCOME ABOARD! 

 

For tax season, we are open extended hours and offer evening and 7-day a week appointments. For your convenience, we have a secure 24-hour data drop box. We also offer phone consultations and video conferencing through Skype.

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Register Your e-mail Address to receive important announcements through "Send us Your Info"

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

Client Area
July 2021
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Contact
LINDA ROZET, CPA

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