Business Details
37 Years
experience
Certified Scottsdale CPA Services
O'Malley & Berberich, P.C. has been serving clients since 1989 with a commitment to personalized accounting and tax solutions. Founded by Mike O'Malley after his transition from a national CPA firm, our practice has grown to support over 500 clients annually while maintaining a hands-on approach. We specialize in continuous client engagement, offering financial guidance that extends beyond traditional accounting to include strategic business consulting. Our team of certified professionals delivers tailored tax planning, IRS representation, and succession strategies, emphasizing efficiency and open communication. With expertise in cross-border client support and decades of combined experience, we prioritize understanding each client's unique needs to foster long-term growth and success.Our services span tax preparation, estate planning, payroll solutions, and business advisory, reflecting our dedication to comprehensive financial stewardship. Recognized for responsiveness during critical periods like the COVID-19 pandemic, we remain focused on delivering value through meticulous attention to evolving tax regulations. Our client-centric philosophy ensures that every interaction is designed to simplify complex financial matters while safeguarding our clients' interests. Located in Scottsdale, Arizona, we serve businesses and individuals globally, maintaining strong relationships with clients from diverse industries. This enduring commitment to excellence has positioned us as trusted advisors in both local and international markets.
Services
Tax Preparation
Business Consulting
Estate Tax Services
Retirement Planning
Bookkeeping
Payroll Services
Mergers & Acquisitions
Cash Flow Analysis
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of combined CPA expertise in tax and business consulting
- Our team provides personalized IRS representation and audit support
- We implement proactive tax planning strategies aligned with evolving regulations
- Our client retention rate exceeds 95% over two decades
- We maintain global client relationships with cross-border tax compliance expertise
Associations and certifications
- AICPA
What people say
Exceptional tax savings
Responsive during crises
Decades of reliable service
Proactive planning
Global expertise
Services
Tax Preparation
Professional preparation of federal, state, and local income tax returns for individuals and businesses. Our team stays current with evolving tax laws to ensure compliance while optimizing deductions. Clients receive detailed explanations of filings and proactive planning recommendations to minimize future liabilities.
Business Consulting
Strategic guidance covering succession planning, mergers and acquisitions, and operational efficiency. We analyze financial structures to improve profitability and provide cash flow management solutions. Our consultants help businesses navigate regulatory requirements and growth challenges with customized strategies.
Estate Tax Services
Comprehensive preparation of estate, gift, and trust tax returns. Our specialists assist with wealth transfer strategies and minimize estate tax exposure. We coordinate with legal professionals to ensure compliance with complex inheritance regulations and facilitate smooth asset transitions.
Retirement Planning
Personalized retirement strategies analyzing current financial status and future needs. We develop investment plans considering tax implications and lifestyle goals. Services include pension plan setup, Social Security optimization, and risk management to ensure financial security during retirement years.
Bookkeeping
Full-charge bookkeeping using QuickBooks and industry-specific software. We maintain accurate financial records, manage accounts payable/receivable, and generate regular financial statements. Our system ensures real-time visibility into business finances while supporting compliance with reporting requirements.
People
Michael Patrick O'Malley
Managing Partner CPA, CGMA
With over 35 years in public accounting, Mike O'Malley leads the firm's strategic direction. A Cleveland native and former national firm auditor, he specializes in tax planning for growing businesses. His entrepreneurial background informs practical business solutions for clients.
Jennifer K. Berberich
Partner CPA, Masters in Taxation
Jennifer Berberich brings specialized tax expertise to the firm, focusing on complex compliance matters. Her master's degree in taxation supports sophisticated tax planning strategies. She collaborates with clients to develop sustainable financial frameworks that align with long-term business objectives.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, bookkeeping, payroll processing, business consulting, and succession planning tailored to small business needs.
How do you handle IRS audit representation?
Our CPAs offer complete audit support, leveraging deep tax code knowledge to protect client interests during IRS examinations.
Can you assist with international tax compliance?
Yes, we serve clients globally with cross-border tax planning and compliance solutions for individuals and businesses.
What sets your firm apart from online tax services?
We provide personalized strategies from experienced CPAs, not automated solutions, with ongoing advisory support throughout the year.
Do you offer tax planning for retirement?
Our retirement planning includes tax-efficient withdrawal strategies and pension plan optimization to preserve wealth.
