A Few Questions We Have Received

What makes you different than every other CPA?

I am not just a CPA. I have been both a CFO and Controller with extensive operations experience in a number of industries and company sizes. I understand the complex relationship between the business and the numbers, and how to fix it. My tech background enables me to quickly gather information from your systems, creating the basis for any analysis we do.


My books are a mess. Can you help me?

We are passionate about cleaning up books and getting your books on the path to success. Without clean books, it is hard to get a bank loan or sell your business, much less make the daily decisions you need to. We specialize in making sure your books are in ship shape and in accordance with generally accepted accounting principles (GAAP).

I suspect fraud with one of my bookkeepers. Do you know anything about fraud?

Yes, we are members of the Association of Certified Fraud examiners.  We have a keen technical eye for surfacing fraudulent transactions and we will help you get on the right path.

I haven't filed taxes in years. Can you represent me in front of the IRS?

Yes, we would be more than happy to represent you.

Do you offer a free consultation?

Yes, we do. We offer a free phone consultation for individual tax clients, clients in other states (or Zoom for business clients) and a free 30-minute in-person consultation for business clients in the Tucson and surrounding areas.

How do I get you my documents?

If you are in the Tucson and surrounding areas, we will gladly schedule a pick-up time to retrieve your documents for businesses. Otherwise, if you are out-of-state or an individual you may send them to us via secure upload.

Are you a big, corporate-run CPA firm?

No, we are a family-owned and operated CPA firm and we believe in small town customer service. You will NEVER be treated as a corporate client, we want our customers to feel like family.

What types of clients do you currently have?

We have a wide range of clients from individuals to businesses. We specialize in Restaurants and Retail.

Are you involved in charities?

Yes, we definitely are involved in charities from animals to cancer to church charities. We believe it is our duty to give back to our community.