We are a small, dedicated tax firm staffed with a full-time, year-round tax accountant, a seasonal data entry person, a part-time CPA advisor who previously owned a large tax firm in Beverly Hills, CA and a full-time office manager.
The owner Jason is an Enrolled Agent which is the highest credential the IRS awards tax accountants. He attends the IRS tax convention every year to stay up to date with tax law. He has published a few books including "50 Most Common IRS Audit Triggers and How to Avoid them." He has a bachelor's degree in business administration from the University of Arizona, is veteran of the United States Army and owns rental property. He is married to Amy and they have four kids. Jason enjoys doing outdoor activities with his family including boating and fishing!
Amy has a bachelor's degree in business, is well versed in US tax law and helps at the office during tax season. Amy is married to Jason, she is a competitive long distance runner, she loves the outdoors and is a great mom!
Danielle is our office manager. She is married to a retired fireman and has three high school age boys. She is honest and trustworthy which is an important trait when handling the sensitive information shared with tax returns. She will likely be the first person you talk to when you call our office. She is a competitive long distance runner and recreational rock climber when she is not at work.
Arnold is a CPA who is no longer taking new clients, but he consults as needed. He has over 40 years' experience, most recently as a managing partner for a large tax firm in Beverly Hills, CA where he represented high net worth clients and celebrities.
Our office is in downtown Cave Creek, Arizona. Call us to see if we are a good fit.
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