Business Details
Trusted Accounting Services in Chandler, AZ
At Oliver & Spencer Cpa's Pc, we embody the principles of trusted advisory and quality service. With decades of combined experience, our team of certified professionals specializes in delivering tailored accounting solutions for small and medium-sized businesses and their owners. Our expertise spans monthly bookkeeping, tax planning, and business consultation, ensuring clients receive accurate financial information and strategic guidance. We prioritize proactive communication, simplifying complex tax codes and regulatory requirements to empower informed decision-making. Our commitment to personalized service is reflected in our fixed-fee arrangements and accessibility, ensuring clients always receive timely support.By focusing on long-term relationships, we help businesses navigate financial challenges while maintaining compliance in an evolving regulatory landscape. Our professionals hold prestigious certifications, including CPA and Enrolled Agent designations, underscoring our dedication to excellence. From tax optimization to day-to-day accounting, we serve as a reliable partner, allowing entrepreneurs to concentrate on growing their businesses without back-office distractions.
Services
Monthly Bookkeeping
Tax Planning
Business Consultation
Tax Preparation
Secure File Exchange
Highlights and features
- We offer decades of combined experience in public and private accounting.
- Our team includes CPAs and Enrolled Agents with specialized tax expertise.
- We provide fixed-fee bookkeeping arrangements for predictable budgeting.
- Our proactive communication ensures timely, actionable financial guidance.
- We simplify complex tax codes into clear, practical advice for clients.
Services
Monthly Bookkeeping
Our monthly bookkeeping service delivers accurate, up-to-date financial records to support informed business decisions. We integrate with existing accounting systems or implement new processes to ensure reliable financial statements. Clients benefit from fixed-fee arrangements and unlimited consultation for ongoing financial clarity.
Tax Planning
We optimize tax outcomes through strategic planning that minimizes liabilities and maximizes cash flow. Our CPAs analyze evolving tax laws to identify opportunities aligned with clients' financial goals. Services include year-round tax guidance and compliance solutions for individuals and businesses.
Business Consultation
Our consultation service addresses critical business decisions, from entity structure to tax implications of purchases. Monthly clients receive unlimited free advisory support for operational and financial challenges. We provide real-time insights to prevent costly mistakes and enhance profitability.
Tax Preparation
We handle complex tax return preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our expertise spans trust returns, corporate filings, and specialized industry needs. Clients receive clear explanations of tax notices and proactive filing strategies.
Secure File Exchange
Our encrypted ShareFile portal enables safe transfer of sensitive financial documents. This service protects against identity theft and tax fraud by eliminating vulnerable methods like standard email attachments. Clients access a secure platform for all confidential document exchanges with our team.
People
Mark P. Spencer
Principal
CPA with 30+ years of public and private accounting experience. Manages firm operations and serves business owners. Holds Arizona CPA license since 1997. Graduated Cum Laude from Arizona State University in 1994.
Christina Watson
Director of Accounting
MBA professional managing accounting and payroll services. Joined firm in 2007 after QuickBooks technical support role. Earned BS in Accounting and MBA from University of Phoenix. Specializes in client-focused accounting solutions.
Angela R. Larson
Director of Tax Services
CPA with expertise in tax strategies for dental practices and small businesses. Former collegiate athlete applying competitive drive to tax optimization. Holds Arizona CPA license. Focuses on delivering tax-efficient outcomes for clients.
Terri L. Lindahl
Tax Manager
CPA with 30+ years in local and regional CPA firms plus corporate controller experience. Specializes in detailed tax compliance. Graduated from University of Northern Colorado. Known for honesty and precision in tax preparation.
Lorrie K. Reynolds
Senior Tax Associate
CPA with 35+ years of tax experience, including Arthur Anderson. Focuses on individual and trust returns. Holds BS from Oklahoma State and MA in Taxation from University of Virginia. Advocates for proper bookkeeping foundations.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, tax planning, business consultation, and secure document exchange tailored to small and medium-sized businesses.
How can you help with tax planning throughout the year?
Our CPAs analyze evolving tax laws to create strategies that minimize liabilities, maximize cash flow, and align with your financial goals.
Do you offer fixed pricing for bookkeeping services?
Yes, we provide monthly bookkeeping with fixed-fee arrangements for predictable budgeting and unlimited consultation.
How do you securely exchange sensitive financial documents?
We use encrypted ShareFile portals to protect against identity theft and ensure safe transfer of confidential documents.
What makes your firm different from other accounting services?
Our team combines decades of CPA experience with proactive communication, simplifying complex financial matters into clear, actionable advice.
