Business Details
6 Years
experience
Your Trusted Tax & Accounting Partner in Payson, AZ
At Copper State Tax & Accounting, we bring decades of combined expertise to serve individuals and small businesses with precision and integrity. Founded in 2020 through the evolution of North Phoenix Tax and Accounting, our team includes certified professionals with specialized credentials, including Enrolled Agent and Certified Public Accountant designations. We prioritize personalized service, leveraging in-depth knowledge of tax laws to maximize savings and ensure compliance. Our commitment to client education empowers informed financial decisions, while our secure, technology-driven processes protect sensitive information. With flexible service optionsoffice visits, virtual meetings, and online document sharingwe accommodate diverse client needs. Our teams extensive experience spans multi-state tax returns, IRS representation, and small business accounting, ensuring comprehensive solutions tailored to unique circumstances.We emphasize transparency in all communications, offering clear guidance on deductions, credits, and tax planning strategies. Our privacy protocols include encrypted data storage, physical document security, and confidential meeting environments. By focusing exclusively on small businesses and individual taxpayers, we deliver targeted expertise without the overhead of larger firms. Whether you require annual tax preparation, ongoing accounting support, or strategic financial planning, our goal is to simplify complex processes and build lasting trust through exceptional service.
Services
Tax Preparation
Accounting Services
Payroll Management
Tax Planning
IRS Representation
Details
- Year established: 2020
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes IRS Enrolled Agents and Certified Public Accountants.
- We provide secure, encrypted document sharing and virtual meeting options.
- We specialize in resolving IRS debt collection and bank levy issues.
- Our services cover multi-state tax returns at affordable rates.
Associations and certifications
- Enrolled Agent (E.A.)
- Certified Public Accountant (CPA)
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses. Our experts handle complex deductions, credits, and multi-state filings. Clients receive IRS e-filing for fast refunds and guidance on minimizing tax liabilities through strategic planning.
IRS Representation
Our enrolled agents advocate for clients during IRS audits and collection disputes. We negotiate offers in compromise, payment plans, and levy releases. This service ensures compliance while protecting clients' financial interests through proven resolution strategies.
Accounting Services
We provide full-cycle accounting for small businesses, including payroll, financial reporting, and software integration. Our QuickBooks-certified professionals ensure accurate records and compliance with tax regulations. Services support informed business decisions and long-term financial health.
Tax Planning
Our proactive planning identifies year-round savings opportunities. We analyze income, investments, and business operations to optimize deductions. This service helps clients avoid surprises and structure finances for maximum efficiency and compliance.
Virtual Consultations
Secure Zoom sessions allow remote tax and accounting consultations. Clients share documents digitally and receive real-time guidance. This service offers flexibility without compromising personalized attention or data security.
People
Monica J. Henderson
Enrolled Agent
Certified tax professional with 20+ years of experience. Specializes in small business taxation and IRS representation. Former owner of North Phoenix Tax and Accounting, now leading Copper State's client-focused services.
Stephanie J. Tangeman
CPA
Licensed Arizona CPA with 30+ years in public accounting. Expertise in tax planning, financial analysis, and QuickBooks systems. Former firm owner committed to personalized client guidance and regulatory compliance.
Amy Bookout
Licensed Tax Preparer
Professional tax preparer since 2005. Experienced in individual and small business returns. Focuses on client relationships and accurate, timely filing for residents of Payson and surrounding areas.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll processing, entity formation guidance, and tax planning. Our services cover deductions for home offices, equipment, and operational expenses.
Can you help with past-due tax returns?
Yes, we prepare prior-year returns and resolve back taxes. Our enrolled agents negotiate with the IRS to establish payment plans or reduce liabilities through available relief programs.
How do virtual tax consultations work?
Schedule a Zoom meeting, then securely upload documents. Discuss your situation via video call and receive step-by-step guidance. All communications use encrypted platforms for data protection.
What accounting software do you support?
We work with QuickBooks, Lacerte, CCH Axcess Tax, and ProSystem fx. Our team provides setup, reconciliation, and training to streamline your financial management processes.
How do you ensure client information security?
We use Microsoft Cloud encryption, locked document storage, and private meeting rooms with white noise. Employees undergo background checks, and all paper records get destroyed via cross-cut shredding.
