Business Details
22 Years
experience
Your Trusted Accounting Partner in Gilbert, AZ
BASC Expertise has been a trusted partner in tax and business accounting since 2004, serving small businesses and self-employed individuals in Gilbert, AZ, and surrounding communities. Our team of Enrolled Agents and accounting professionals specializes in strategic tax planning, accurate bookkeeping, and customized payroll solutions tailored to each client's unique needs. We combine engineering precision with decades of financial expertise to deliver operational strength through services like compliance management, business valuation, and QuickBooks training.Our commitment to personalized consulting ensures clients receive actionable insights for growth, while our flexible service delivery model accommodates both virtual and in-person interactions. With a proven track record of supporting over 10,000 tax returns and 30 years of collective experience, we prioritize building genuine relationships that transform financial challenges into opportunities for success.
Services
Tax Preparation
Payroll Services
Bookkeeping
Business Valuation
Compliance Management
New Business Formation
Non-Profit Accounting
QuickBooks Training
Strategic Planning
Cash Flow Management
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of specialized tax and accounting expertise
- Our team includes Enrolled Agents with IRS representation rights
- We provide both virtual and in-person service options
- Customized solutions for small businesses and self-employed professionals
- Proven track record supporting over 10,000 tax returns
Associations and certifications
- Enrolled Agent (EA)
What people say
Trusted partner
Experts in tax
Personalized service
Proven track record
Knowledgeable team
Services
Tax Preparation
Comprehensive tax preparation for small businesses and individuals, focusing on legal liability reduction and strategic planning. Our Enrolled Agents ensure compliance while optimizing tax benefits through proactive strategies tailored to each client's unique financial situation.
Payroll Services
Customized payroll solutions that eliminate administrative burdens for small businesses. We handle tax calculations, filings, and reporting requirements while providing user-friendly reports and specialized services like certified payroll and workers' compensation audits.
Bookkeeping
Reliable bookkeeping services that maintain accurate financial records for business operations. Our professionals manage transactions, account reconciliations, and financial reporting to provide clear insights into business performance and support informed decision-making.
Business Valuation
Objective business valuation services for critical financial decisions. We analyze operations and financial data to provide defensible valuation opinions for mergers, acquisitions, estate planning, and dispute resolutions using industry-standard methodologies.
New Business Formation
Comprehensive support for new business establishment including entity selection, tax registration, and accounting system setup. We guide entrepreneurs through legal requirements, financial planning, and operational procedures to ensure successful business launches.
People
Deirdre Morhet
Founder & Managing Partner
Former NASA engineer and award-winning accountant with 20+ years of experience. Specializes in business financial analysis and tax strategy. Featured on Arizona News Channel 3 and multiple Sun Devil 100 award recipient.
Kristen Wyne
Managing Partner
Arizona native and Enrolled Agent with expertise in bookkeeping and tax preparation. Transitioned from sales to accounting, combining business acumen with financial proficiency to serve small business clients effectively.
Joanne F McConnell
Managing Partner
Tax specialist with 30 years of experience preparing 10,000+ tax returns. Master's in Taxation with expertise in complex filings including FBARs and international tax matters. Former flight attendant turned tax professional.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial reporting, account reconciliations, and cash flow management tailored to small business needs.
Do you handle both business and personal tax preparation?
Yes, we offer tax preparation services for both small businesses and individuals, focusing on legal liability reduction and strategic tax planning.
Can you help with payroll processing for small businesses?
We offer customized payroll solutions including tax calculations, filings, and specialized reports like certified payroll and workers' compensation audits.
What areas do you serve?
We primarily serve Gilbert, AZ and surrounding communities, with virtual services available for clients nationwide.
Are your accountants certified professionals?
Our team includes Enrolled Agents with IRS representation rights and extensive experience in tax and accounting matters.
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