Business Details
21 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Dewey, AZ
With decades of accredited training and expertise in a wide range of financial fields, we tackle even the most complex financial issues to give your business the personalized attention it deserves. Our services span tax preparation, accounting, consulting, and strategic financial planning, ensuring clients receive tailored solutions for both personal and business needs. We streamline tax filing processes while staying current with evolving laws, providing third-party assurance and meticulous detail-oriented service. Our experience includes working with major firms like KPMG, founding one of the largest local CPA firms in the Dallas-Fort Worth Metroplex, and offering virtual CFO services to enhance business efficiency. Clients trust us for our deep understanding of tax regulations, from individual returns to complex corporate structures, and our commitment to maximizing tax benefits while minimizing liabilities.We specialize in business plans, compilations, ownership transitions, and QuickBooks accounting, helping entrepreneurs establish and grow their ventures. Our dedication to client success is reflected in testimonials highlighting our team-oriented approach, A++ ratings, and long-term relationships with businesses across industries. Licensed in Arizona and Texas, we serve clients nationwide, including those in different states who continue to rely on our expertise. From divorce/prenuptial planning to IRS negotiation strategies, we provide comprehensive financial guidance designed to reduce stress and simplify business ownership.
Services
Tax Preparation
Business Tax Returns
Financial Consulting
Business Plans
Compilations
Virtual CFO Services
IRS Negotiation
Ownership Transition
QuickBooks Accounting
Divorce/Prenuptial Planning
Details
- Year established: 2005
Highlights and features
- We offer decades of experience in tax law and accounting services.
- Our CPA is licensed in both Arizona and Texas with nationwide client reach.
- We provide virtual CFO services for enhanced business financial management.
- Clients consistently rate us A++ for our personalized, team-oriented approach.
- We specialize in complex tax strategies and business ownership transitions.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
A++ rating
Second to none
Highly recommend
Team player
Personalized attention
Services
Tax Preparation
We provide comprehensive personal and business tax preparation services, ensuring compliance with current regulations while maximizing deductions. Our expertise covers individual returns, corporate filings, and complex partnership tax strategies. With continuous updates on tax law changes, we minimize liabilities and optimize financial outcomes for clients across multiple states.
Virtual CFO Services
Our virtual CFO services deliver strategic financial leadership for businesses without hiring a full-time executive. We handle controllership duties, treasury management, and economic forecasting to improve decision-making. This includes cash flow analysis, investment strategy, and long-term financial planning tailored to business growth objectives.
Business Consulting
We offer specialized consulting for business projections, ownership transitions, and operational efficiency improvements. Services include QuickBooks accounting setup, merger/acquisition guidance, and ESOP implementation. Our approach combines industry expertise with practical solutions to enhance productivity and financial stability for growing enterprises.
IRS Negotiation
Our team assists clients with IRS payment plans, penalty abatements, and tax debt reduction strategies. We develop customized solutions to resolve back taxes while maintaining compliance. This includes negotiating installment agreements and offering expert representation during audits or collection processes.
Business Plans
We create comprehensive business plans that serve as roadmaps for growth, investor relations, and operational accountability. Our plans incorporate market analysis, financial projections, and risk management strategies. These documents help entrepreneurs secure funding while maintaining clear direction for long-term business success.
People
Chuck Martin
CPA
Licensed CPA with over 50 years of experience, graduated with a BBA in accounting from University of Texas at Arlington. Former KPMG professional and partner in a major Dallas CPA firm. Specializes in tax strategy, business consulting, and virtual CFO services.
Questions
What accounting services do you offer for businesses?
We provide business tax returns, financial consulting, virtual CFO services, ownership transition planning, and QuickBooks accounting support for various business structures.
Do you handle both personal and corporate tax preparation?
Yes, we specialize in personal tax returns, business tax filings, and complex corporate tax strategies while ensuring compliance with current regulations.
Are your services available outside Arizona?
Yes, though based in Arizona, we serve clients nationwide including Texas, Missouri, and Hawaii with virtual accounting and tax solutions.
Can you help with IRS tax debt issues?
We offer IRS negotiation services including payment plans, penalty abatements, and tax resolution strategies tailored to individual circumstances.
What makes your business consulting unique?
Our consulting combines decades of CPA experience with practical solutions for business projections, ownership transitions, and operational efficiency improvements.
