Business Details
Trusted Accounting Services in Tucson
David Oase, CPA is a locally rooted accounting firm with decades of combined experience in delivering tailored financial solutions. Our team of certified professionals specializes in tax preparation, small business accounting, payroll services, and strategic financial planning, serving businesses, individuals, and self-employed professionals. We prioritize personalized service, taking the time to understand each client's unique goals and challenges to develop customized strategies that maximize savings and efficiency.With a commitment to transparency and client education, we provide no-obligation consultations, upfront pricing, and detailed financial reports to ensure clarity. Our expertise extends to business formation, cost segregation, trust and estate planning, and forensic accounting, supported by advanced technology and a collaborative approach. Recognized for our diligence and client-centric philosophy, we aim to simplify financial management while helping clients achieve long-term stability and growth.
Services
Tax preparation
Small business accounting
Bookkeeping
Payroll services
Business advising
Financial consulting
Cost segregation
Business formation
Financial planning
Trust and estate planning
Highlights and features
- We offer personalized accounting solutions tailored to your unique financial goals.
- Our team includes certified public accountants with decades of combined experience.
- We provide no-obligation consultations to understand your specific needs.
- Upfront quotes and competitive rates ensure complete transparency.
- Specialized expertise in tax optimization, cost segregation, and business advising.
Associations and certifications
- CPA
What people say
Trusted local accountant
Leading full-service accountant
Personalized service
Save time and money
Expertise
Services
Tax preparation
Our tax preparation services combine personalized attention with expert knowledge to maximize refunds and minimize liabilities. We handle individual and business tax returns, ensuring compliance with evolving regulations while identifying eligible credits and deductions. Clients receive electronic filing, rapid refund processing, and direct consultation with preparers.
Small business accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, payroll, financial statements, and cash flow management. Our services ensure accurate record-keeping, regulatory compliance, and strategic financial guidance to support growth and profitability for local enterprises.
Bookkeeping
Our bookkeeping services maintain organized, up-to-date financial records using modern software systems. We track income, expenses, accounts receivable/payable, and generate clear reports to help businesses make informed financial decisions throughout the year.
Trust and estate planning
We specialize in creating customized trust and estate plans to protect assets and ensure smooth wealth transfer. Our services include wills, trusts, and property arrangements tailored to individual family needs and long-term financial goals.
Cost segregation
Our cost segregation services identify accelerated depreciation opportunities for commercial property owners. This specialized analysis helps businesses reduce tax liabilities through strategic asset classification while maintaining compliance with tax code requirements.
People
David Oase
CPA
David Oase, a certified public accountant since 1993, leads the firm with expertise in tax strategy and business advisory. He combines technical proficiency with personalized service, focusing on client education and financial optimization. David's commitment to local businesses spans decades.
Katrina Jean-Oase
Legal Document Preparer
Katrina Jean-Oase specializes in estate planning documents, including wills and trusts. With paralegal certification since 2011, she provides clear legal guidance while managing client documentation with precision and confidentiality.
Chad Denson
Accountant
Chad Denson brings diverse accounting expertise to the team, combining technical skills with community engagement. He specializes in business tax solutions and financial reporting, supporting clients with both local knowledge and national standards compliance.
Angelica Chavez
Senior Accountant
Angelica Chavez, an Enrolled Agent, focuses on complex tax situations for individuals and businesses. Her approach emphasizes clarity and compliance, helping clients navigate changing tax laws while optimizing financial outcomes through strategic planning.
Lucy Acedo
Office Manager
Lucy Acedo manages client relations and office operations, ensuring smooth service delivery. Her organizational skills and welcoming approach create a supportive environment for both clients and team members throughout the accounting process.
Questions
What tax deductions are available for small businesses?
Common deductions include start-up costs, office expenses, travel, salaries, and rent. Our accountants identify all eligible deductions to maximize savings during tax preparation.
How can I separate business and personal finances?
Establish a business EIN, open separate bank accounts, maintain distinct receipts, and pay yourself a salary. Our team provides guidance on implementing these financial boundaries.
When should I outsource accounting services?
Consider outsourcing when revenue exceeds $1M, business complexity grows, or in-house management becomes time-consuming. We provide scalable solutions for evolving business needs.
What records should I keep for tax purposes?
Maintain business expenses, sales records, accounts payable/receivable, employee information, and tax documents for at least six years. We help organize record-keeping systems for compliance.
How does cost segregation benefit property owners?
Cost segregation identifies assets with shorter depreciation timelines, reducing tax liabilities. This strategy benefits businesses with recent renovations, new construction, or property purchases.
What accounting software do you recommend?
We work with QuickBooks and other major platforms, helping clients select systems that match their operational needs while providing training and integration support.
