At AZ Southwest CPA, we do so much more than just taxes.
We are a Client-Focused CPA firm that specializes in Business, Personal and Trust / Estate Accounting, Tax Services, Closely-held business valuations and related planning.
- Tax Planning & Preparation (Individuals & Businesses)
- Trusts & Estates
- Multi-State Income Tax Filings
- Personal and Business Accounting Services
- QuickBooks Pro Advisor/ Set-Up and Assistance
- Financial Statements - Business Valuations
- Estate Planning - Coordination With Your Attorney
- Fiduciary/ Court-Format Accountings
- Exempt Organizations
With us on your side you will be able to keep more of what you earn, and be prepared for the future.
We developed strategies for both business and individual clients.
We work hard and long hours when they need us—even after tax season.
We coordinate with their legal, insurance and investment advisors.
We provide business valuation services along with business workouts and recapitalizations.
Let us help you tackle your most pressing financial issues.
We know that the accounting needs for each individual or business are unique.
We are here to help you with your tax and financial concerns.
2021 Client Tax Organizer
Please print and complete this organizer before your appointment.