Business Details
29 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Sun City, AZ
Founded in 1997, our firm brings over 28 years of dedicated accounting expertise to small businesses and individuals. As a CPA who passed all exam sections on the first attempt, I prioritize precision, ethics, and personalized service. Our team of 4-5 professionals delivers accurate tax preparation, payroll management, and financial planning while maintaining a friendly, client-focused environment. We serve clients across Arizona and beyond through in-person appointments, ZOOM conferencing, and secure remote submissions.Our commitment to continuing education ensures compliance with evolving tax laws, while our use of advanced accounting software guarantees efficient, accurate reporting. We specialize in minimizing tax liabilities through strategic planning and provide tailored solutions for small businesses, including financial statements and business startup consultations. Our practice combines technical excellence with a personable approach, ensuring clients receive both expertise and exceptional service.
Services
Payroll Services
Bookkeeping
Tax Planning
Business Taxes
Financial Statements
Individual Taxes
BOI Filing
Mortgage Lender Letters
Remote Tax Processing
Small Business Consultation
Details
- Year established: 1997
Highlights and features
- We offer 28 years of specialized accounting experience in small business and individual tax services
- All returns are prepared or reviewed by a CPA who passed the entire exam on first attempt
- Our small, personable team provides dedicated attention to every client's unique needs
- We maintain 40+ hours annual continuing education to ensure compliance with tax law changes
- Secure 24-hour document drop box and evening/weekend appointments available during tax season
Associations and certifications
- CPA
Services
Payroll Services
We provide comprehensive payroll processing for small businesses, including tax withholding calculations, time card tabulation, and W-2/1099 preparation. Our services ensure compliance with federal and state regulations while maintaining accurate employee payment records. Clients benefit from streamlined payroll operations and timely tax filings.
Bookkeeping
Our bookkeeping services include computerized accounting system setup, monthly/quarterly financial reporting, and budgeting support. We maintain accurate financial records using QuickBooks and Peachtree software, providing clients with reliable data for business decision-making and tax preparation needs.
Tax Planning
We develop customized tax minimization strategies through long-term planning and annual forecasting. Our services help individuals and businesses optimize deductions, manage tax liabilities, and prepare for future financial goals while maintaining compliance with evolving tax regulations.
Business Taxes
We prepare federal and state tax returns for all business structures including corporations, LLCs, partnerships, and sole proprietorships. Our expertise ensures accurate tax filings that minimize liabilities while maintaining compliance with complex business tax requirements and reporting standards.
Individual Taxes
Our individual tax preparation services handle simple to complex personal returns, including multiple income sources and investment portfolios. We ensure accurate filing of 1040 forms with proper documentation while maximizing available deductions and credits for thousands of clients annually.
People
Linda Rozet, CPA
CPA/Owner
Certified Public Accountant with 28 years experience, passed CPA exam on first attempt. Graduated from Central Michigan University with B.S.B.A. in Finance. Provides tax expertise and business consulting services since 1997.
Carole Owens
Tax Manager
Experienced tax professional managing client returns and office operations. Provides expert tax preparation and client support services for individual and business clients.
Ellen Eklund
Lead Bookkeeper
Senior bookkeeping specialist handling financial records management and accounting operations. Ensures accurate financial reporting and system maintenance for business clients.
Nicole Rozet
Admin/Bookkeeping
Supports bookkeeping operations and client administrative needs. Assists with financial record maintenance and office management functions.
Ida Torres
Admin
Administrative professional providing office support and client service assistance. Manages day-to-day operational tasks to ensure smooth office operations.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, bookkeeping, financial statements, business tax preparation, and tax planning services tailored to small business needs.
Do you offer remote tax preparation options?
Yes, we offer secure remote processing through client portal submissions, email, fax, and 24-hour secure drop box for convenient document exchange.
What tax services are available for individual taxpayers?
We prepare all types of individual tax returns including 1040, 1040SR, and complex returns with multiple income sources and investment portfolios.
Are evening or weekend appointments available?
Yes, we offer extended hours during tax season with evening and 7-day-a-week appointment options for client convenience.
What areas do you service?
We primarily serve Peoria, Glendale, Phoenix, Surprise, and Sun City areas but work with clients statewide and across multiple states.
How do you ensure client data security?
We use secure client portals, encrypted communications, and maintain physical security measures to protect all client information and documents.
