Business Details
Trusted Accounting and Tax Services in Chandler, AZ
At Oliver & Spencer Cpa's Pc, we pride ourselves on being trusted advisors dedicated to delivering quality accounting services tailored to small and medium-sized businesses and their owners. Our team combines decades of experience with a commitment to proactive communication, ensuring clients receive timely, accurate financial information and strategic guidance. We specialize in bookkeeping, tax planning, and business consultation, helping entrepreneurs focus on growth while we handle complex back-office operations. Our professionals hold prestigious certifications, including CPA and Enrolled Agent designations, reflecting our dedication to expertise and compliance. We prioritize client relationships, offering fixed-fee arrangements and unlimited consultation to empower informed decision-making.With a focus on clarity and transparency, we demystify tax codes and financial regulations, addressing concerns before they become challenges. Our approach blends technical proficiency with personalized service, ensuring clients navigate evolving financial landscapes with confidence. From optimizing tax liabilities to streamlining accounting processes, we align our strategies with individual and business goals. As a locally rooted firm in Chandler, Arizona, we understand the unique needs of our community and strive to build lasting partnerships grounded in trust and results-driven support.
Services
Monthly Bookkeeping
Tax Planning
Business Consultation
Tax Preparation
Financial Reporting
Highlights and features
- We offer decades of combined experience in public and private accounting sectors.
- Our team includes CPAs with expertise in tax law and financial strategy.
- We provide unlimited consultation with monthly bookkeeping clients at no extra cost.
- Our proactive communication ensures timely resolution of financial and tax issues.
- We simplify complex accounting processes with clear, jargon-free explanations.
Services
Monthly Bookkeeping
Our monthly bookkeeping ensures businesses maintain accurate financial records and regulatory compliance. We update accounting systems, generate financial statements, and offer fixed-fee support for ongoing questions. This service helps owners make informed decisions through real-time financial insights while adapting to evolving business needs.
Tax Planning
We develop customized tax strategies to minimize liabilities and maximize cash flow for individuals and businesses. Our CPAs analyze current and emerging tax laws to identify savings opportunities while ensuring compliance. This proactive approach helps clients achieve financial goals through strategic planning rather than reactive adjustments.
Business Consultation
Our consultation service addresses critical business decisions regarding structure, investments, and tax implications. Monthly clients receive unlimited advice on incorporation, leasing, purchases, and other operational matters. We provide real-time analysis of risks and benefits to support informed, forward-looking business strategies.
Tax Preparation
We handle complete tax return preparation for businesses and individuals with accuracy and efficiency. Our team interprets complex tax documents, ensures compliance with current regulations, and identifies potential deductions. This service provides peace of mind through thorough preparation and clear explanations of filing requirements.
Communication Support
We prioritize responsive communication through phone and email to address client concerns promptly. This service eliminates common frustrations with accounting firms by providing straightforward explanations of financial matters and tax implications. Our approach focuses on building trust through consistent, accessible professional guidance.
People
Mark P. Spencer
Principal
CPA with 35+ years experience, including six years at PricewaterhouseCoopers. Manages firm operations and serves business owners and individuals. Holds Arizona CPA license since 1997 and bachelor's degree from Arizona State University.
Christina Watson
Director of Accounting
MBA professional managing accounting and payroll services. Transitioned from QuickBooks technical support to accounting leadership. Earned Bachelors of Science in Accounting and MBA from University of Phoenix.
Angela R. Larson
Director of Tax Services
CPA specializing in tax services with experience in dental practices. Former collegiate athlete applying competitive drive to client solutions. Holds Arizona CPA license and degree from University of Minnesota Duluth.
Terri L. Lindahl
Tax Manager
CPA with 30+ years experience across local and national firms. Former controller for asphalt company. Detail-oriented professional graduated from University of Northern Colorado with accounting degree.
Lorrie K. Reynolds
Senior Tax Associate
CPA with 35+ years tax experience, including work at Arthur Anderson. Specializes in individual and trust returns. Holds BS in Accounting from Oklahoma State University and MA in Taxation from University of Virginia.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial reporting, and fixed-fee consultation to help small businesses maintain accurate records and make informed financial decisions.
How can your tax planning services benefit my business?
Our tax planning identifies legal strategies to minimize liabilities, optimize cash flow, and ensure compliance with evolving tax regulations while aligning with your business goals.
Do you offer personalized consultation for business owners?
Yes, our monthly bookkeeping clients receive unlimited consultation on business structure, tax implications, and operational decisions from experienced accounting professionals.
How do you handle communication with clients?
We prioritize responsive communication through phone and email, providing clear explanations of financial matters without tax code jargon to ensure client understanding.
What experience do your team members have?
Our team includes CPAs with decades of experience in public accounting firms and industry roles, holding degrees from institutions like Arizona State University and University of Virginia.
