Business Details
12 Years
experience
Trusted Accounting & Tax Services in Scottsdale, AZ
Moser Marriott, PLLC is a leading full-service accounting firm licensed in Arizona with decades of combined experience in tax services, financial planning, and business advisory. Our team of certified professionals delivers personalized attention to individuals, executives, and independent professionals, combining expertise with tailored solutions. We specialize in complex tax preparation, retirement planning, estate management, and small business accounting, ensuring compliance and strategic growth. Our commitment to excellence is reflected in our dedication to resolving IRS disputes, optimizing tax strategies, and providing litigation support. With a focus on transparency and client education, we empower clients to make informed financial decisions.Our services extend to QuickBooks support, payroll management, and forensic accounting, addressing diverse needs across industries. As trusted advisors, we prioritize long-term relationships and proactive planning to safeguard our clients' financial futures. Our Scottsdale-based team adheres to the highest ethical standards, maintaining continuous education to stay ahead of evolving regulations. By integrating technology with personalized service, we deliver efficient, secure solutions through our client portal. Recognized for our reliability and depth of knowledge, we serve as a strategic partner for clients seeking to navigate financial complexities with confidence.
Services
Tax Preparation
Financial Planning
Estate Planning
Retirement Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Support
Payroll Services
Forensic Accounting
Business Valuation
Details
- Year established: 2014
Highlights and features
- We offer 20+ years of combined experience in Arizona CPA services
- Our team provides personalized attention to every client
- Specialized in complex tax problem resolution and planning
- We maintain Arizona State CPA certifications for all professionals
- Proven track record with small business and individual clients
What people say
Expert tax guidance
Reliable IRS support
Personalized attention
Knowledgeable CPAs
Effective planning
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. We specialize in navigating complex tax codes to maximize deductions while maintaining compliance. Our experienced CPAs provide strategic tax planning to minimize liabilities and optimize financial outcomes for clients across Arizona.
Financial Planning
Comprehensive financial planning services help clients achieve long-term security through retirement strategies and investment optimization. We develop personalized roadmaps considering risk tolerance, income sources, and estate planning needs. Our approach balances growth objectives with tax-efficient strategies for sustainable wealth management.
IRS Audit Representation
Specialized IRS audit representation protects clients during tax investigations. Our team handles communication, documentation, and negotiation with tax authorities. We develop defense strategies for audits and resolve back tax issues while minimizing penalties and ensuring compliance with federal regulations.
Small Business Accounting
Monthly and quarterly accounting services maintain accurate financial records for small businesses. We provide bank reconciliations, financial statements, and general ledger maintenance. Our services support informed decision-making through regular financial reporting and cash flow analysis.
Estate Planning
Estate planning services protect assets and ensure proper distribution. We coordinate wills, trusts, and tax strategies to minimize probate costs. Our approach addresses incapacity planning, beneficiary protections, and tax-efficient wealth transfer for families and business owners.
People
Michael P. Marriott
Partner
Certified Public Accountant with 25+ years experience specializing in small business advisory and international tax strategies. Former KPMG professional with expertise in tax compliance and business succession planning.
McKay P. Marriott
Partner
CPA with 15 years experience in audit engagements and IRS dispute resolution. Specializes in fiduciary accounting and tax planning for high-net-worth individuals and complex business structures.
Julie Walle
Office Manager
Overseeing daily operations with 10 years experience in accounting office management. Coordinates client services and ensures efficient delivery of firm operations.
Questions
What tax services do you offer for small businesses?
We provide complete tax solutions including preparation, planning, audits, and IRS representation. Our services cover payroll tax compliance and business succession tax strategies.
How do you help with retirement planning?
We analyze current assets, develop withdrawal strategies, and recommend appropriate retirement accounts to ensure financial security during retirement years.
Can you assist with international tax matters?
Yes, our team has experience with cross-border tax planning, foreign account reporting, and international business tax compliance.
What accounting software do you support?
We specialize in QuickBooks and Sage 50, offering setup, training, and ongoing support for small business accounting needs.
How do you handle IRS audit representation?
We manage all communication, prepare documentation, and negotiate on your behalf to resolve audit issues while protecting your interests.
Do you offer estate tax planning?
Yes, we develop strategies to minimize estate taxes through trusts, gifting strategies, and proper asset titling for efficient wealth transfer.
