Business Details
16 Years
experience
Trusted Tax & Accounting Services for Small Businesses and Individuals
Founded in 2010, our firm provides comprehensive tax and accounting solutions for individuals and small businesses across Phoenix. Led by board-certified CPA Jenny X. Cai and partner Thomas Wang, our team combines decades of expertise in accounting, finance, and business operations. We specialize in year-round tax preparation, financial accounting, payroll services, and sales tax compliance, prioritizing personalized attention over automated solutions. Our Mesa-based office serves clients near the 101 and 60 highways, offering dedicated professionals who handle your financial needs so you can focus on business growth.With a commitment to minimizing tax burdens while ensuring regulatory compliance, we deliver tailored strategies backed by continuous client support. Our principals bring unique qualifications: Jenny holds a Master's in Accounting from the University of Arizona, while Thomas contributes dual expertise in software engineering and business administration. We maintain strict adherence to ethical standards and industry best practices, ensuring transparent communication and reliable service delivery.
Services
Tax Filing
Business Accounting
Payroll Services
Sales Tax
Financial Accounting
Details
- Year established: 2010
Highlights and features
- We offer board-certified CPA expertise for tax compliance and planning
- Our dedicated professionals handle payroll and accounting needs personally
- We minimize tax burdens while ensuring regulatory compliance
- Our team combines accounting expertise with technology and business experience
- We provide year-round tax services, not just seasonal support
Services
Tax Services
Our tax services include year-round preparation and review of individual and business tax filings. Led by board-certified CPAs, we ensure compliance with current tax codes while implementing strategies to minimize liabilities. Clients receive personalized guidance for both seasonal and ongoing tax planning needs.
Business Accounting
We provide comprehensive financial accounting solutions including payroll processing, sales tax reporting, and monthly accounting management. Our dedicated professionals deliver tailored support to maintain accurate financial records, allowing business owners to focus on operational growth rather than administrative tasks.
People
Jenny X. Cai
Managing Partner
CPA with Master's in Accounting from University of Arizona. Former university lecturer and small firm accountant. Founded firm in 2010 after gaining extensive tax and accounting experience.
Thomas Wang
Partner
MBA holder with dual expertise in software engineering and business administration. Published researcher in accounting and finance. Co-founded firm after successful corporate technology career and entrepreneurial ventures.
Questions
What tax services do you offer for small businesses?
We provide complete business tax preparation, quarterly estimated tax planning, and year-round compliance support tailored to small business needs.
Do you handle payroll and accounting for growing businesses?
Yes, we offer full-service payroll processing, financial accounting, and sales tax reporting with dedicated professionals managing your specific needs.
How do you ensure tax compliance while minimizing liabilities?
Our board-certified CPAs stay current with tax code changes to implement legal strategies that reduce tax burdens while maintaining strict compliance standards.
What areas do you serve?
We primarily serve Phoenix and Mesa, Arizona, with convenient access near the 101 and 60 highways.
