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 is business but after obtaining her business degree decided to go into nursing instead. She was an ER nurse for over 10 years but with four little kids, the schedule was not ideal so a few years ago, she decided to become a tax accountant. She is well versed in US tax law and does personal taxes as well as small business taxes. She has been studying to be Enrolled Agent and will be one by the end of 2025. Amy is married to Jason, she is a competitive long distance runner, she loves the outdoors, is a great mom and great wife!
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!
Danielle is our office manager. She is married to a retired fireman and has three high school age boys. She honest and trustworthy which is an important trait when handing 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 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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