Business Details
30 Years
experience
Trusted Arizona Accounting & Advisory Services
Founded in 1996, Wallace Plese & Dreher has built a reputation as a trusted Arizona accounting firm serving businesses for over 25 years. Our team of experienced CPAs and advisors specializes in audit, tax, consulting, and advisory services tailored to Arizona's unique business landscape. With two offices in Chandler and Scottsdale, we serve over 60 clients across industries including healthcare, construction, technology, and nonprofit sectors. Our firm emphasizes personalized service, combining technical expertise with deep local market knowledge to help businesses navigate financial challenges and growth opportunities.We prioritize client relationships, leadership development, and employee engagement, maintaining the same core values established by our founding partners. Our professionals hold advanced certifications and leverage national affiliations through CPAmerica and Crowe Global to deliver comprehensive solutions. We focus on building long-term partnerships through transparent communication, proactive tax planning, and customized accounting services that align with clients' strategic goals.
Services
Audit and Assurance
Tax Services
Client Advisory Services
Consulting
Estate Tax Planning
International Tax Services
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of Arizona-focused accounting expertise
- Our team includes certified public accountants with industry specializations
- We provide personalized service with proactive financial guidance
- We combine local market knowledge with global network resources
- We maintain transparent communication throughout all engagements
Services
Audit and Assurance
Our audit and assurance services provide comprehensive financial statement evaluations with varying assurance levels from compilations to full audits. We help businesses meet regulatory requirements while identifying internal control improvements and risk mitigation opportunities. Our CPAs deliver actionable insights that enhance financial transparency and support informed decision-making for stakeholders.
Tax Services
We offer strategic tax planning and compliance services for businesses and high-net-worth individuals. Our approach combines year-round tax monitoring with proactive planning to optimize tax positions while maintaining compliance with federal and state regulations. We specialize in Arizona tax incentives and complex multi-jurisdictional tax scenarios for growing businesses.
Client Advisory Services
Our client advisory services include bookkeeping, accounting system implementation, and financial process optimization. We help businesses implement cloud-based solutions like QuickBooks and Sage Intacct while providing ongoing support for financial reporting, payroll processing, and internal control improvements tailored to each organization's needs.
Business Consulting
We provide strategic consulting services covering business succession planning, cash flow management, and operational efficiency improvements. Our consultants work closely with business owners to develop growth strategies, evaluate merger and acquisition opportunities, and implement financial controls that support long-term organizational objectives across multiple industry sectors.
Mergers & Acquisitions
Our M&A specialists guide clients through business purchase and sale transactions with comprehensive due diligence, tax structuring, and valuation analysis. We help clients navigate complex tax implications, develop negotiation strategies, and implement post-transaction integration plans that maximize value while minimizing tax liabilities for Arizona-based businesses.
People
Randy G. Brammer
Managing Partner
CPA and Certified Construction Industry Financial Professional with extensive experience guiding Arizona businesses through financial audits and construction industry accounting challenges.
Nikki M. Kuretich
Partner
Certified Public Accountant leading client advisory services, specializing in accounting system implementation and financial process optimization for Arizona nonprofits and private companies.
Leslie Prichard
Partner
Experienced CPA providing strategic tax planning solutions and business advisory services to Arizona healthcare providers and technology companies since 2016.
Steven P. Pace
Tax Partner
Certified Public Accountant with deep expertise in tax compliance and planning for Arizona businesses, specializing in merger and acquisition tax structuring.
Hannah J. Oglesby
Tax Partner
Certified Public Accountant and Certified Financial Planner offering comprehensive tax planning services with specialization in estate and trust taxation for Arizona residents.
Questions
What accounting services do you offer Arizona businesses?
We provide audit, tax, consulting, and advisory services including bookkeeping, financial reporting, tax planning, business succession planning, and merger/acquisition support tailored to Arizona businesses.
Do you specialize in specific industries?
Yes, we specialize in healthcare, construction, technology, manufacturing, real estate, nonprofit, and wholesale distribution sectors with dedicated industry experts.
What makes your firm different from other Arizona accountants?
We combine 25+ years of Arizona experience with national resources through our CPAmerica affiliation, offering personalized service from certified specialists in multiple industries.
Do you offer cloud-based accounting solutions?
Yes, we implement and support cloud accounting platforms like QuickBooks Online, Sage Intacct, and BILL to streamline financial processes for Arizona businesses.
How do you handle tax planning for growing businesses?
We provide year-round tax planning with quarterly reviews of regulatory changes, strategic cash flow optimization, and Arizona-specific tax credit utilization for growing organizations.
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