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 with kids and enjoys doing outdoor activities with them.
Darren is a 20-year retired Police Sergeant turned tax accountant. He is also a veteran of the United States Army. He holds an IRS AFTP tax certificate which requires on ongoing tax education every year. He owns residential rental property and is well versed in US tax law. He is married with kids and enjoys anything outdoors but especially hunting and fishing.
Dave is our office manager. He retired as a Police Officer from the Phoenix Police Department. He is honest and trustworthy which is an important trait when handing the sensitive information shared with tax returns. Dave will likely be the first person you talk to when you call our office. He loves spending time with his kids as well as hunting and fishing.
Amy helps out during tax season and is Jason's wife. She is a great mom of four kids and was an ER nurse for over 10 years. She recently became a stay at home mom but still helps out during tax season (January-April).
Arnold is a CPA who is no longer taking new clients, but he consults as needed. He has over 40 year's 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 or come by to see if we are a good fit.
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