Business Details
33 Years
experience
Your Trusted Partner for Comprehensive Accounting Solutions
AZ Southwest CPA Services has dedicated over three decades to empowering individuals and businesses through transparent financial strategies. Since 1993, our mission has been to build sustainable financial futures by combining personalized accounting solutions with deep expertise in tax law and business operations. Our team of certified professionals delivers tailored services including tax preparation, business valuations, and multi-state compliance, ensuring accuracy and strategic alignment with each client's unique goals.We prioritize long-term partnerships, offering continuous support for evolving financial needs while maintaining rigorous adherence to ethical standards. Our commitment extends beyond technical proficiency to fostering trust through clear communication and proactive guidance, whether assisting with day-to-day accounting or complex tax representation. This approach, rooted in experience and community engagement, positions us as a reliable partner for navigating financial challenges while maximizing opportunities.
Services
Tax Preparation
Business Valuations
Fiduciary Accounting
QuickBooks Training
Payroll Tax Services
Estate Planning
Multi-State Tax Filings
Financial Statements
IRS Representation
Corporate Governance
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized tax law expertise.
- Our team coordinates with legal and financial advisors for holistic solutions.
- We provide IRS audit representation services.
- Customized QuickBooks training and system integration available.
- Comprehensive multi-state tax filing capabilities.
Services
Tax Preparation
Our comprehensive tax preparation services cover federal, state, and local tax filings for individuals and businesses. We specialize in complex returns including multi-entity structures and international tax considerations. With over 40 years of combined experience, our CPAs identify opportunities for tax savings while ensuring compliance with evolving regulations.
Business Valuations
We provide certified business valuation services for mergers, acquisitions, and succession planning. Our approach combines industry-specific analysis with financial forecasting to determine accurate enterprise values. These valuations support strategic decision-making for business owners and legal professionals in Tucson and surrounding areas.
QuickBooks Training
Our QuickBooks Pro Advisors offer customized training and system integration services. We help clients implement efficient accounting workflows using QuickBooks, TSheets, or legacy systems. This includes staff training on financial management tools that improve reporting accuracy and operational efficiency.
IRS Representation
Our team represents clients during IRS audits with documented success in resolving complex tax disputes. We leverage deep knowledge of tax code and procedural requirements to advocate for favorable outcomes. This includes preparing documentation and coordinating directly with tax authorities on behalf of our clients.
Multi-State Tax Filings
We handle tax filings across multiple jurisdictions with expertise in state-specific requirements. Our services include nexus determination, apportionment calculations, and consolidated reporting strategies. This ensures compliance while optimizing tax positions for businesses operating in multiple states.
People
Thom Rooney
CPA, Founder
Thom Rooney, CPA with 40+ years experience, founded AZ Southwest CPA Services in 1993. Licensed in Arizona and California, he specializes in business structure optimization and tax law compliance.
Tonia Meacham
Partner
Tonia Meacham, experienced in tax and accounting services, serves as a partner. She prepares financial statements and tax returns while pursuing Enrolled Agent certification to expand her tax advisory capabilities.
Jeff Moore
IRS Specialist
Jeff Moore, an Enrolled Agent and NTPI Fellow, specializes in IRS tax resolution. He provides expert guidance for clients facing complex federal tax issues and collection problems.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statements, payroll processing, QuickBooks support, and business consulting tailored to client-specific needs.
Do you handle multi-state tax filings?
Yes, our team prepares and files tax returns across multiple states, ensuring compliance with each jurisdiction’s unique requirements.
Can you assist with IRS audit representation?
Our CPAs represent clients during IRS audits, using extensive tax law knowledge to resolve disputes and achieve favorable outcomes.
What business valuation services are available?
We offer certified business valuations for succession planning, mergers, and legal proceedings using industry-standard methodologies and financial analysis.
