Accounting and Tax Services for Citrus Businesses

Bookkeeping and tax services for small businesses in Citrus, Mesa. Monthly books, tax returns, and payroll for contractors and local service companies.

Bookkeeping and Tax Services for Citrus

Citrus is the kind of neighborhood where businesses and residents know each other. The HVAC company that shows up when your AC dies in July. The landscaper who keeps the yard alive through summer. The pool service that’s been coming every week for years. These businesses run on relationships and repeat work. The bookkeeping side shouldn’t get in the way of that.

We’re a Queen Creek accounting firm that works with small businesses throughout Mesa and the East Valley. Monthly bookkeeping, tax preparation, payroll, and the cleanup work that happens when the books have fallen behind because you were busy actually running the business.

Monthly Bookkeeping

Transactions categorized, accounts reconciled, books closed every month. You get financial statements that show where you actually stand instead of a shoebox of receipts and a vague sense of dread.

Tax Preparation

Business tax returns and quarterly estimates handled by someone who already knows your books. No scrambling in March to reconstruct a year of missing information. Returns get filed correctly because the records are already clean.

Bookkeeping Cleanup

Most Citrus business owners who call us are behind. Six months, a year, sometimes longer. We reconstruct what’s there, organize the chaos, and get you current before moving to monthly service.

Payroll

Full payroll processing with tax deposits, quarterly filings, and year-end W-2s. Your employees get paid correctly and on time. You stop calculating withholdings on scratch paper.

Citrus Businesses We Work With

The businesses in Citrus tend to serve the people who live there. Homes need maintenance, cars need repair, families need services. That means a lot of contractors and home service companies working routes through the neighborhood and surrounding areas. These aren’t businesses with accounting departments. They’re businesses where the owner handles everything and the books slip because there’s always a job that needs finishing first.

We work with businesses doing anywhere from a few hundred thousand to a few million in annual revenue. Big enough to need professional bookkeeping. Not big enough to hire someone full-time to do it.

Contractors and Home Services

HVAC, plumbing, electrical, roofing, landscaping, pool service. Citrus homes need constant maintenance in this climate. We handle job costing so you know which jobs actually make money and which ones you’re doing at cost.

Automotive

Repair shops, body shops, tire dealers, detailing services. Parts inventory, labor tracking, and books that separate what you’re making on labor from what you’re making on parts.

Beauty and Wellness

Salons, barbershops, spas, fitness studios. Commission tracking, booth rental accounting, and the specific bookkeeping that service businesses with multiple providers need.

Healthcare Practices

Dental offices, chiropractic clinics, therapy practices. Revenue that shows up weeks or months after the service happens. We track insurance receivables and manage the timing so your books reflect reality.

Common Questions

Where is your office located?

We're based in Queen Creek, about 25 minutes from Citrus. Most of our work happens remotely since it's faster for everyone. But we're local to the East Valley and available to meet if needed.

What does bookkeeping cost?

Monthly bookkeeping starts at $199. We quote flat rates based on your transaction volume so you know exactly what to expect each month.

Do you work with contractors?

Yes, contractors are one of our specialties. We handle job costing, track profitability by project, and keep records ready for bonding and licensing requirements.

My books are a mess. Can you help?

That's how most clients come to us. We clean up the backlog first, get you current, then move into monthly service so it stays that way.

What if I get an IRS notice?

Dan Weaver is an Enrolled Agent licensed to represent you before the IRS. You forward us the notice and we handle the response. You don't deal with them directly.

The Valley's Trusted Accounting Firm