Personal & Business Accounting
Rod Jacobsen (retired) & Lynette Wachterhauser bring nearly 70 years of combined experience to the table when they work to tackle your accounting needs. Specializing in small businesses, our firm is capable of handling all aspects of accounting and income tax needs for business owners. Additionally, we offer individual income tax planning and preparation, ensuring to reduce your tax liability and maximize your return.
Accounting & Tax Resources
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Certified Public Accounting Firm in Phoenix, Arizona
Many people or organizations do not realize the importance of hiring a CPA in Phoenix, or they may have some misconceptions about the benefits that come from having one.
A CPA or Certified Public Accountant is a professional who examines and keeps track of the financial records of an individual or organization. Many businesses are unorganized so they might need a CPA’s assistance to put their finances in order.
A trained and experienced CPA looks after the financial statements and records of the client. It is not necessary to hire a CPA all year round; however, some clients do keep a regular CPA on hand to guarantee that their finances are always organized. Taxes, of course are their specialty since most are hired to take care of all taxes including state and federal. CPAs also organize all the receipts and other document verifications required for tax deductions.
Most businesses seek help from a CPA to maintain and protect their financial records safely and to file income tax returns for them. A CPA can also oversee budgeting processes, set up of financial systems, and give money saving ideas or other sound advice on retirement and estate planning.
Time is a valuable resource and instead of spending hours reviewing and sorting your finances only to find out that there is an error, it would be better and easier to make an appointment with a trained CPA who will take care of all that for you, so you, the individual can avoid the hassle.
What to Look for in a CPA
It is important to ascertain a practitioner’s qualifications before you retain his or her services. You need to feel that this person is honest and will earn your trust before handing them over your financial information. Be aware that their fees fluctuate and that different types of CPA’s have different levels of training and experience.
Also, keep in mind that more than likely you will have a long-term relationship with this individual because he will become your trusted advisor on many business and financial decisions and transactions. He or she will know your business inside and out.
When it comes to working with a CPA, you are in charge. Before you even contact a CPA, be prepared by having all your documents and necessary information at your fingertips. Bring financial statements, past tax returns, investment documents to your first meeting. It might be wise to write down in advance any questions or goals that you want accomplished.
So yes, hiring the correct CPA will make life a little easier and organized for you, the client.