Business Details
33 Years
experience
Your Trusted Partner for Accounting & Tax Services in Tucson
AZ Southwest CPA Services, PLLC has been dedicated to providing comprehensive accounting and tax solutions since 1993. Our firm specializes in Business, Personal, and Trust/Estate Accounting, Tax Services, and Closely-held Business Valuations. With over 40 years of combined experience, our team of qualified professionals delivers personalized financial strategies tailored to each client's unique needs. We pride ourselves on exceptional service, offering QuickBooks support, payroll management, and business consulting. Our expertise in tax law and representation before the IRS ensures clients maintain compliance while optimizing financial outcomes. We collaborate closely with legal and investment advisors to provide holistic financial planning.Our commitment to accuracy and client education extends to financial statement preparation, internal reporting, and multi-state tax filings. We serve individuals and businesses across Arizona, focusing on sustainable financial growth through accountability and resource management. Our team's credentials include CPA licenses, Enrolled Agent certifications, and active participation in professional organizations like the American Institute of CPAs. We emphasize transparency, offering both proactive tax planning and reactive problem-solving for complex financial scenarios.
Services
Tax Preparation
Business Accounting
QuickBooks Support
Estate Planning
IRS Representation
Payroll Services
Financial Statements
Multi-State Tax Filings
Business Valuations
Tax Planning
Details
- Year established: 1993
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team includes licensed CPAs and IRS Tax Resolution Specialists.
- We provide personalized QuickBooks setup and training for business clients.
- Our firm offers IRS audit representation and tax controversy resolution.
- We coordinate with legal and investment advisors for comprehensive planning.
Associations and certifications
- Better Business Bureau (A+ Rating)
Services
Tax Preparation
Our firm provides comprehensive tax preparation services for individuals, businesses, and trusts. We handle federal and all state income, sales, and payroll tax filings. Our experienced CPAs ensure compliance while identifying tax-saving opportunities through strategic planning. We specialize in complex multi-state tax situations and offer IRS audit representation to protect client interests.
Business Valuations
We deliver accurate business valuations for succession planning, buy-sell agreements, and estate/trust planning. Our certified professionals use industry-standard methodologies to determine business worth for mergers, acquisitions, or capital restructuring. These valuations support informed decision-making for business owners and legal advisors.
QuickBooks Support
Our team offers QuickBooks installation, customization, and staff training. We help businesses implement efficient accounting systems while ensuring proper transaction classification. We provide periodic reviews to verify data accuracy and alignment with financial reporting requirements, preventing costly misclassifications in business records.
IRS Representation
We represent clients during IRS audits and tax controversies. Our CPAs leverage deep tax law knowledge to resolve disputes efficiently. We assist with documentation preparation, negotiation, and communication with tax authorities, minimizing liability while protecting client rights throughout the audit process.
Estate Planning
Our estate planning services coordinate with legal advisors to create comprehensive wealth transfer strategies. We handle trust and estate tax filings, fiduciary accounting, and multi-generational planning. Our approach ensures compliance with tax regulations while preserving family wealth through strategic asset distribution frameworks.
People
Thomas Rooney
CPA, Founder Managing Member
Thomas Rooney, CPA, founded AZ Southwest CPA Services in 1993 with over 40 years of accounting experience. He holds active CPA licenses in Arizona and California. Thom specializes in tax law and business structure optimization, serving as a trusted advisor to individuals and businesses across Arizona.
Tonia Meacham
Partner Client Accounting Services
Tonia Meacham, Partner at AZ Southwest CPA Services, has 6 years with the firm and 20+ years of tax and accounting experience. She specializes in income tax, payroll tax, and financial statement preparation. Tonia assists clients with bookkeeping and tax compliance while pursuing her Enrolled Agent certification.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, QuickBooks support, financial statement preparation, payroll tax returns, and business consulting to help small businesses maintain accurate records and make informed financial decisions.
How can a CPA help with business tax planning?
Our CPAs identify tax-saving opportunities, advise on entity selection, implement strategic planning, and ensure compliance with federal/state tax regulations to minimize liability while supporting business growth objectives.
Do you handle multi-state tax filings?
Yes, we prepare and file tax returns for businesses and individuals across all 50 states, ensuring compliance with varying state tax requirements while optimizing cross-jurisdictional tax strategies.
What's included in your business valuation service?
Our business valuations use industry-standard methodologies for succession planning, buy-sell agreements, and estate/trust planning, providing accurate assessments to support mergers, acquisitions, or capital restructuring needs.
Can you assist with IRS audit representation?
Yes, our licensed CPAs represent clients during IRS audits, handling documentation preparation, negotiation, and communication to resolve disputes efficiently while protecting client interests throughout the process.
How does your firm approach estate planning?
We coordinate with legal advisors to create comprehensive estate plans, handling trust and estate tax filings, fiduciary accounting, and multi-generational wealth transfer strategies tailored to client needs.
