Bookkeeping for Sun Lakes Small Businesses

Bookkeeping and tax services for Sun Lakes businesses. Local support from our Queen Creek office, just minutes away.

Right Down the Road

We’re based in Queen Creek, which puts us closer to Sun Lakes than most accounting firms in the Phoenix metro area. That proximity matters when you want someone who understands the local business environment and can meet in person when the situation calls for it. We provide bookkeeping, tax preparation, and IRS representation for small businesses throughout Sun Lakes and the surrounding communities.

Sun Lakes has a reputation as a retirement destination, but that doesn’t mean business stops. Residents run consulting practices, rental property portfolios, and small service companies. And the community itself creates steady demand for businesses that serve it. All of them need accurate financial records.

Monthly Bookkeeping

Transactions categorized, accounts reconciled, books closed every month. You get financial statements that show where your business stands without spending your weekends in QuickBooks.

Tax Preparation

Business and personal tax returns prepared by someone who already knows your books. No scrambling to gather documents in April because we’ve been tracking everything all year.

Bookkeeping Cleanup

Books that haven’t been touched in months? We sort through the backlog, reconcile everything, and deliver a clean starting point. Then we keep it that way going forward.

IRS Representation

When the IRS sends a notice, you don’t have to handle it alone. As an Phoenix area enrolled agent, Dan can represent you directly. You stay out of the meetings while we resolve the issue.

Businesses Serving Sun Lakes

An active adult community of this size creates real economic activity. Residents need healthcare services, home maintenance, transportation, and professional advice. The businesses that provide these services need financial support that understands their specific challenges. Irregular cash flow, insurance billing delays, seasonal demand patterns, and the complexity of serving a clientele with particular expectations.

We work with businesses doing $50K to a few million in annual revenue. Established enough to need proper bookkeeping but not large enough to justify a full-time accountant on staff. If that describes your situation, we’re set up to help.

Healthcare Providers

Medical practices, therapy providers, home health services, and specialty care. Sun Lakes residents need accessible healthcare, which means opportunity for providers who serve them. We handle the billing complexity and insurance receivables tracking that healthcare businesses deal with.

Home Services

Landscaping, pool maintenance, HVAC, plumbing, handyman services. Sun Lakes homeowners need reliable service providers, and those providers need books that track jobs accurately. We handle the financial side so you can focus on the work.

Real Estate

Agents, property managers, and investors active in the Sun Lakes market. Transactions happen regularly as residents buy into or transition out of the community. We track commissions, rental income, and property expenses so you know what you’re actually earning.

Professional Services

Consultants, financial advisors, and small professional practices. Some Sun Lakes residents keep working in retirement, often running businesses from home. Clean books and proper tax planning make the difference between a profitable side business and an expensive hobby.

Common Questions

Where is your office?

Queen Creek. We're about 15 minutes from Sun Lakes, which makes us one of the closest bookkeeping firms to the community. Most work happens remotely, but we're nearby when you need to meet.