Business Details
6 Years
experience
Your Trusted Tax and Accounting Partner in Payson, AZ
Copper State Tax & Accounting is a dedicated accounting firm serving individuals and small businesses in Payson, AZ, and beyond. With over two decades of combined experience, our team of certified professionals specializes in tax preparation, payroll management, bookkeeping, and personalized financial guidance. We prioritize client satisfaction by leveraging our expertise in federal and state tax laws to maximize savings and ensure compliance. Our services are designed to simplify complex financial processes, offering both in-person and virtual solutions to accommodate busy schedules.We are committed to maintaining the highest standards of privacy and security, utilizing encrypted systems and secure document storage to protect sensitive client information. By focusing exclusively on small businesses and individual taxpayers, we provide tailored support that empowers clients to achieve their financial goals.
Services
Personal Tax Preparation
Small Business Tax Services
Payroll Management
Bookkeeping
Tax Planning
Multi-State Tax Returns
IRS Representation
Accounting Services
Virtual Consultations
Tax Projections
Details
- Year established: 2020
Highlights and features
- Certified professionals with over 20 years of combined experience
- Personalized one-on-one attention for tailored financial strategies
- Secure document handling with encrypted systems and physical safeguards
- Affordable services designed for small businesses and individuals
- Proven expertise in resolving IRS debt collection issues
Associations and certifications
- IRS Enrolled Agent
- Arizona CPA
Services
Personal Tax Preparation
Comprehensive preparation of federal and state income tax returns for individuals, including multi-state filings and specialized deductions. Our experts ensure compliance while maximizing refunds through strategic application of credits for childcare, education, homeownership, and more. Clients receive personalized guidance to navigate complex tax scenarios with confidence.
Small Business Tax Services
Full-service tax solutions for small businesses, including entity formation, payroll tax compliance, and quarterly estimated tax filings. We specialize in industry-specific deductions for contractors, retailers, and service providers while offering year-round tax planning to minimize liabilities and optimize cash flow for sustainable growth.
IRS Representation
Professional advocacy for taxpayers facing IRS collection actions, including levies, liens, and audits. Our enrolled agents employ proven strategies like Offers in Compromise and installment agreements to resolve back taxes while negotiating penalty abatements to reduce financial burdens.
Payroll Management
Complete payroll processing solutions that handle tax withholdings, W-2 generation, and regulatory filings. We ensure accurate and timely payments while maintaining compliance with federal and state labor laws, allowing business owners to focus on core operations without administrative distractions.
Tax Planning
Proactive year-round tax planning to identify savings opportunities and structure financial decisions for optimal outcomes. Services include retirement contribution analysis, business expense optimization, and strategic timing of income and deductions to legally minimize tax liabilities.
People
Monica J. Henderson
Enrolled Agent
Certified IRS Enrolled Agent with 25+ years of experience specializing in individual and small business tax strategy. Former owner of North Phoenix Tax and Accounting, now leading Copper State Tax since 2020. Expert in maximizing tax savings across diverse industries while maintaining strict client confidentiality.
Stephanie Tangeman
CPA
Arizona-licensed Certified Public Accountant with 30+ years in public accounting. Former owner of CPA practice specializing in tax compliance and financial reporting for small businesses and nonprofits. Proficient in QuickBooks and advanced tax software platforms for accurate, efficient service delivery.
Amy Bookout
Licensed Tax Preparer
Professional tax preparer since 2005 with extensive experience in individual and small business tax returns. Transitioned to Copper State Tax in 2022 after establishing reputation for thorough, accurate filings. Committed to building long-term client relationships through clear communication and reliable service.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll processing, entity formation, quarterly tax filings, and industry-specific deduction analysis for small businesses.
Can you help with IRS tax debt issues?
Yes, our enrolled agents specialize in resolving IRS collection problems through Offers in Compromise, installment agreements, and penalty abatement strategies.
Do you offer virtual tax consultation options?
We provide secure virtual meetings via Zoom and encrypted document sharing for all tax and accounting services.
How do you ensure client information security?
We use Microsoft Cloud encryption, locked document storage, background-checked staff, and cross-cut shredding to protect client data.
What areas do you serve?
Primarily serving Payson, AZ, with virtual services available statewide and nationwide for tax preparation needs.
