Business Details
50+ Years
experience
Expert Tax & Advisory Services Since 1946
Nevitt Oleksy has been delivering professional tax and financial advisory services to individuals and businesses for over 50 years. Our team combines integrity, agility, and technical expertise to help clients navigate complex financial landscapes while maintaining compliance. We prioritize personalized service, working closely with clients to define financial goals and implement strategies for wealth accumulation, protection, and transfer. With a legacy dating to 1946, our firm remains committed to traditional values while offering innovative solutions tailored to modern challenges. Our professionals bring decades of experience in tax planning, payroll administration, and CFO services, ensuring clients receive comprehensive support at every stage of growth.We pride ourselves on long-standing client relationships built through consistent reliability and deep industry knowledge. Our focus extends beyond compliance to proactive financial guidance, including retirement planning, cash flow analysis, and business strategy development. As a firm rooted in Arizona, we serve diverse industries while maintaining the personal touch that distinguishes us in the accounting profession.
Services
Business Tax
Individual Tax
Bookkeeping
Payroll
Advisory Planning
CFO Services
Details
- Year established: 1946
Highlights and features
- We offer 75+ combined years of certified public accounting expertise
- Our team provides personalized financial planning with tax compliance focus
- We deliver comprehensive CFO services for business growth strategy
- Our professionals maintain deep knowledge of evolving tax regulations
- We combine legacy experience with modern financial technology solutions
Associations and certifications
- CPA
Services
Business Tax
We provide comprehensive tax solutions for corporations, partnerships, and non-profits. Our experts handle acquisition tax implications, operational expansion planning, and compliance deadlines across multiple jurisdictions. With experience in LLC, trust, and foundation tax structures, we deliver strategic planning to minimize liabilities while ensuring regulatory compliance through accurate return preparation and ongoing advisory support.
Individual Tax
Our individual tax services combine year-round planning with precise return preparation. We specialize in minimizing tax exposure through proactive strategies while maintaining compliance with federal, state, and local regulations. Services include estate tax planning, investment guidance, and retirement-focused tax optimization. Our professionals provide continuous updates on legislative changes affecting personal tax obligations and financial planning decisions.
Payroll
We simplify payroll administration through comprehensive processing solutions. Our services cover time entry, check processing, tax payments, and regulatory filings while ensuring compliance with evolving labor laws. We provide certified accounting support for sales tax preparation, personal property tax filings, and accounting software implementation. Electronic filing guarantees penalty avoidance and immediate access to tax experts for any payroll-related inquiries.
Advisory Planning
Our advisory services focus on strategic business guidance and personal financial optimization. We offer cash flow analysis, net worth monitoring, and retirement planning solutions tailored to individual and organizational needs. Our experts assist with business strategy development, accounting system implementation, and crisis management while providing actionable insights that transform financial data into growth opportunities for long-term stability.
CFO Services
We provide interim chief financial officer expertise for growing businesses. Our services bridge accounting and management functions through forward-looking financial analysis. We deliver executive-level decision support, improved financial reporting timeliness, and strategic management assistance. Our professionals translate historical financial data into actionable business strategies that enhance operational efficiency and support organizational growth objectives.
People
Greg D Rolfes
Owner/Partner
Certified Public Accountant with 40 years of experience serving Arizona businesses. Joined Nevitt Oleksy in 1987, became partner then sole owner while preserving the firm's legacy. Specializes in tax compliance, financial planning, and wealth management for individuals and closely held businesses.
Questions
What accounting services do you offer for small businesses?
We provide business tax preparation, payroll administration, bookkeeping, and CFO advisory services tailored to small businesses across multiple industries.
How do you help individuals with tax planning?
We offer year-round tax planning strategies to minimize liabilities, including retirement planning, investment guidance, and estate tax optimization while maintaining compliance with current regulations.
What makes your firm different from other accounting practices?
Our combination of 75+ combined years of experience, personalized service approach, and integration of traditional values with modern financial technology solutions distinguishes us in the accounting profession.
Do you provide financial advisory services beyond tax preparation?
Yes, we offer comprehensive financial planning including cash flow analysis, net worth monitoring, business strategy development, and interim CFO services for organizational growth.
How can I access your payroll services?
Our payroll solutions include time entry, check processing, tax payments, and regulatory filings with certified accounting support available for any questions through electronic filing systems.
