Business Details
Your Scottsdale CPA for Tax & Accounting Excellence
Michael S Patinella, PLLC is a Scottsdale-based accounting firm dedicated to delivering comprehensive tax and financial solutions. With decades of combined experience, our team specializes in tax preparation, strategic planning, and accounting services for individuals, businesses, trusts, and estates. We prioritize proactive client education to maximize tax benefits while minimizing liabilities, offering tailored guidance for retirement, college savings, and estate planning. Our commitment to excellence is reflected in our deep local expertise, professional certifications, and a client-first approach that emphasizes transparency and affordability.As active members of professional organizations like the AICPA and Arizona Society of CPAs, we stay at the forefront of regulatory changes to provide accurate, forward-thinking advice. Our founder, Mike Patinella, brings specialized credentials in estate planning and a proven track record of media-recognized expertise. We strive to build long-term relationships by aligning our services with each client's unique financial goals.
Services
Tax Preparation
Tax Planning
Estate Planning
College Planning
Retirement Planning
Bookkeeping
Budgeting
Stock Option Planning
Mortgage Planning
Business Startup Consulting
Highlights and features
- We specialize in tax planning for high-net-worth individuals with 30+ years of combined experience.
- Our proactive approach minimizes tax liabilities through strategic retirement and estate planning.
- Founder holds specialized estate planning certification from the National Institute for Excellence in Professional Education.
- Active participation in AICPA and Arizona Society of CPAs ensures up-to-date regulatory expertise.
- Proven track record serving Scottsdale clients with personalized, transparent financial guidance.
Services
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, trusts, and estates. Our process ensures accurate reporting of income, deductions, and credits while maintaining compliance with evolving tax regulations. Clients receive detailed explanations of their returns and actionable recommendations for future tax years.
Tax Planning
Our proactive tax planning identifies opportunities to reduce liabilities through strategic timing of income and deductions. We specialize in multi-generational wealth transfer, charitable giving, and business entity structuring to help clients achieve long-term financial objectives while remaining IRS-compliant.
Retirement Planning
We develop customized retirement plans that integrate tax-efficient savings vehicles like IRAs and 401(k)s. Our analysis considers Social Security optimization, required minimum distributions, and healthcare costs to create sustainable income streams for clients' post-career years.
Estate Planning
Our estate planning services coordinate wills, trusts, and beneficiary designations to facilitate smooth asset transfer. We address probate avoidance, charitable legacies, and tax implications while aligning documents with clients' personal wishes and family dynamics.
Bookkeeping
We provide comprehensive bookkeeping for small businesses, including accounts payable/receivable tracking, payroll processing, and financial statement preparation. Our systems ensure accurate records for tax filings and informed business decision-making throughout the year.
People
Mike Patinella
Certified Public Accountant
CPA with 30+ years experience in tax planning, estate services, and accounting. Holds specialized estate planning certification. Former radio tax expert and active AICPA member. Graduated from SUNY Buffalo in 1988.
Questions
What tax services do you offer for small businesses?
We prepare business tax returns, handle payroll tax filings, and provide entity selection guidance for corporations, LLCs, and partnerships.
How early should I submit documents for tax preparation?
We recommend submitting materials by March 8th to ensure timely filing, though we accept documents through tax season with proper extension planning.
Do you offer estate tax planning services?
Yes, we specialize in minimizing estate taxes through trust structures, charitable giving strategies, and multi-generational wealth transfer plans.
Can you help with retirement account tax implications?
We analyze required minimum distributions, Roth conversion opportunities, and tax-efficient withdrawal strategies for retirement accounts.
What areas do you serve?
Primarily Scottsdale and surrounding Phoenix metropolitan areas, with remote services available for select accounting needs.
