Business Details
Your Trusted Scottsdale CPA for Tax & Accounting Services
Michael S Patinella, PLLC is a Scottsdale-based CPA firm dedicated to delivering exceptional accounting and tax services. Founded by a seasoned professional with over three decades of experience, we specialize in tax preparation, strategic planning, and compliance solutions for high-net-worth individuals and small businesses. Our team holds prestigious certifications including Certified Public Accountant and Certified Specialist in Estate Planning. We prioritize proactive financial strategies to help clients maximize savings while maintaining compliance. With deep expertise in estate planning and business taxation, we provide tailored advice grounded in extensive industry knowledge.Our commitment to excellence is reflected in our active participation in professional organizations like the AICPA and Arizona Society of CPAs. We serve clients across the Scottsdale area, offering personalized support to address complex financial challenges. Our approach emphasizes transparency, ethical standards, and ongoing education to ensure clients make informed decisions. Through years of service, we have built a reputation for reliability and client-focused solutions.
Services
Tax Preparation
Tax Planning
Estate Planning
College Planning
Retirement Planning
Business Tax Services
Bookkeeping
Stock Option Planning
Mortgage Planning
New Business Startup
Highlights and features
- CPA with 30+ years of experience in tax and estate planning
- Certified Specialist in Estate Planning designation from reputable institutions
- Active involvement in AICPA and Arizona Society of CPAs tax committees
- Proven track record of serving high-net-worth individuals and businesses
- Community-focused approach with local organizational leadership experience
Associations and certifications
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, trusts, and estates. Our services cover all entity types including corporations, LLCs, and non-profits. We ensure accurate compliance with federal and state tax regulations.
Tax Planning
Our proactive planning services help clients minimize tax liabilities through strategic timing of income and deductions. We develop customized plans considering clients' unique financial circumstances and long-term goals.
Estate Planning
We provide specialized estate planning to protect assets and facilitate smooth intergenerational transfers. Services include wills, trusts, and tax-efficient inheritance strategies for high-net-worth individuals.
Retirement Planning
Our retirement planning services optimize savings vehicles like IRAs and 401(k)s while developing tax-efficient withdrawal strategies. We help clients maximize retirement security through comprehensive financial modeling.
Business Services
We support businesses with tax compliance, entity selection, payroll processing, and financial reporting. Our services cover startups through established corporations, including specialized expertise in closely held businesses.
People
Michael S Patinella
Certified Public Accountant
CPA with 30+ years of experience in Arizona and New York. Holds specialized certifications in estate planning and business taxation. Active in professional tax committees and community leadership roles.
Questions
What accounting services do you offer?
We provide tax preparation, estate planning, retirement planning, business tax services, bookkeeping, and financial consulting for individuals and businesses in Arizona.
Do you specialize in specific tax areas?
Yes, we specialize in complex tax situations including estate planning, business tax compliance, and strategic retirement planning for high-net-worth clients.
How can I submit my tax documents?
Clients can mail, drop off, or email their tax documents. We also provide pre-prepared tax organizers to streamline the information-gathering process.
Are you available year-round for financial planning?
Yes, while our tax preparation season runs from January to April, we provide ongoing financial planning services throughout the year.
Do you offer electronic filing services?
Yes, we provide secure electronic filing for tax returns, including direct deposit options for refunds and payment arrangements.
What makes your firm different from online tax services?
We offer personalized CPA expertise, customized planning strategies, and direct professional support that online services cannot match for complex financial situations.
