Bookkeeping and Tax for Phoenix Area Small Businesses
Bookkeeping, tax preparation, IRS representation, payroll management, and more. Serving Phoenix, the Valley, and surrounding communities.
20+ Years Experience • IRS-Credentialed Enrolled Agent
How Can We Help?
These are the issues that send most small business owners looking for an accountant. If you're dealing with any of these, we can fix them.
Tax Season Scramble
The year-end panic happens because nothing got recorded during the year. We keep your books current monthly, so tax season is just filing what's already organized.
IRS Audits and Notices
When the IRS sends a letter, most business owners don't know if it's serious or routine. We respond to correspondence, represent you in audits, and resolve disputes.
Profit vs. Cash Confusion
Your P&L shows profit, but your bank account is empty. This happens for specific reasons (receivables, inventory, owner draws). We explain where the money actually went.
Bookkeeping Backlog
When your books are months behind, catching up feels impossible. We work through the backlog, bring you up to speed, and maintain it monthly from there.
Payroll Errors
Miscalculating payroll taxes or forgetting a filing deadline creates costly problems with employees and agencies. We run your payroll, calculate withholdings, and file what's required.
Missed Deductions
Most business owners overpay taxes because they don't know what's deductible or don't have documentation organized. We track deductible expenses and help you claim everything.
Why Choose Us?
Four things that distinguish how we operate.
20+ Years Experience
Our principal has spent two decades working on small business taxes and IRS representation. That experience shows up in how we structure your books and plan around tax obligations.
Enrolled Agent
We're led by Dan Weaver, EA, one of the few credentials that grants federal authority to represent taxpayers before the IRS. When tax problems arise, you have someone qualified to handle them.
Small Business Focus
We work exclusively with small businesses: contractors, service companies, retailers. We get the cash flow crunches, busy seasons, and specific deductions that really matter.
Local Expertise
We know Arizona tax code inside and out. Whether you're in Scottsdale tech, Mesa construction, or Tempe retail, we understand your industry and the realities of doing business in the desert.
Our Services
We take the work off your plate. Hire us for one service or bring us in for everything.
Bookkeeping Services
Bookkeeping that keeps your records straight year-round. You'll know if you're making money without spending your weekends on QuickBooks.
Bookkeeping Cleanup
Catch-up work for books that are months or years behind. We'll get you current so you know where you actually stand.
Tax Preparation Services
Business tax returns prepared and filed correctly. You don't spend weekends on tax software wondering if you got it right.
IRS Tax Representation (EA)
When the IRS sends a notice or starts an audit, you need someone authorized to represent you. That's what an Enrolled Agent does.
Payroll Setup
Get your payroll system configured correctly from the start. We'll set it up and train you to run it yourself.
Payroll Services
We process your payroll every pay period. You approve the hours and we handle everything else.
Accounts Payable Services
Track vendor bills, schedule payments, and keep your accounts current without the daily administrative work.
Accounts Receivable Services
Track outstanding invoices and collect payments so you get paid on time without chasing customers yourself.
Fractional CFO
Strategic financial guidance and controller oversight for businesses that need CFO-level expertise without hiring someone full-time.
QuickBooks Setup & Support
Get QuickBooks configured correctly and learn how to use it without wasting hours on setup mistakes.
Sales Tax Management
Track, file, and remit sales tax correctly so you stay compliant without spending hours on it every month.
Construction Job Cost Tracking
Track labor, materials, and subcontractor costs per job so you know which projects make money and which don't.
Businesses We Serve
Every industry has its own unique set of headaches. We're ready to solve your specific challenges from day one.
Contractors & Home Services
Skilled Trades
Bookkeeping and accounting for contractors who need job costing, tax planning, and payroll handled right.
Automotive Services
Service Business
Accounting for auto shops dealing with parts inventory, labor billing, and sales tax compliance.
Beauty & Wellness
Personal Services
Worker classification, prepaid packages, and tip reporting for salons, spas, and studios.
Healthcare Providers
Professional Services
Medical practice accounting where insurance reimbursements arrive months after services and at amounts lower than billed.
Pet Services
Service Business
Veterinary practices and pet businesses with inventory, service packages, and mixed revenue streams.
Retail
Commerce
Inventory management, sales tax, and multi-location accounting for retail businesses.
Transportation Services
Service Business
Job costing, vehicle expense tracking, and driver classification for transportation companies.
Cleaning & Laundry
Service Business
Cleaning businesses where travel time eats margins and laundromats with daily cash reconciliation needs.
Real Estate
Professional Services
Commission income, rental property tracking, and trust account management for real estate professionals and investors.
Financial Services
Professional Services
Commission reconciliation from multiple carriers and compliance expense tracking for independent advisors and brokers.
E-commerce
Online Business
Multi-platform revenue tracking, COGS calculation, and sales tax nexus management for online sellers.
Associations
Nonprofit
Nonprofit fund accounting where membership dues and restricted gifts need proper tracking for 990 filings.
20+
Years of Experience
100%
Client Satisfaction Rate
Zero
Failed IRS Audits
The Valley's Trusted Accounting Firm
The Next Step:
A 15-Minute Call
Tell us what you're dealing with. We'll listen, ask a few questions, and then give you a simple price to do the work for you.
