AZ Southwest CPA Services, PLLC was founded by Thomas Rooney, CPA. Thom has over 40 years of experience in accounting. Thom started AZ Southwest CPA services with a mission to help build sustainable futures for individuals and businesses through financial accountability and resource management.
Our firm understands each individual and business is unique. We work with you to create custom accounting and tax solutions to fit your needs. We pride ourselves on exceptional service and are available to answer your questions.
AZ Southwest CPA Services endeavors to provide a full range of accounting, tax management, bookkeeping, consulting and business services for our clients. We employee qualified professionals who strive to ensure your financial records are maintained correctly and accurately. These specialists can assist in setting up and training your staff on your choice of financial systems such as: QuickBooks, TSheets or other legacy systems. We work with you to ensure your personal and/or business processes are thoroughly maintained. AZ Southwest CPA Services is here to help with your ongoing tax planning and emerging business needs.
Meet the Team
Thom has lived in Arizona for 24 years with his wife, Peggy, and their two children. He is the founding member of AZ Southwest CPA Services, PLLC. Thom has active CPA licenses in both Arizona and California. He is a member of the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants as well as the Oro Valley Chamber of Commerce, the Oro Valley Rotary Club and local charitable organizations.
Thom has extensive knowledge regarding tax laws and best practices for setting up a business structure. He is often called upon to provide support services to other tax professionals and law firms. His tax law knowledge allows him to advise clients on how to choose a business structure which will provide the right balance of tax protections and benefits. Thom’s life experiences have provided deep insight which he readily shares with clients.
Thom’s professional service/community involvements include:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Oro Valley Chamber of Commerce (Membership Committee)
- BNI of Southern Arizona (Visitor Hosts Team)
- Better Business Bureau (A+ Rating) of Southern Arizona
Tonia has worked for AZ Southwest CPA Services for 6 years and is a partner in the firm. Currently, she is studying for her Enrolled Agent exam.
Tonia is well experienced in all aspects of practical income tax, payroll tax and Sales (TPT) engagement administration for an accounting firm. With over 20 years of experience, she is able to assist our clients with bookkeeping, payroll, income tax basis financial statement preparation and income tax return preparation.
Since 2001, Tonia has enjoyed calling Tucson her home. She loves the desert and can’t pass up the opportunity to take pictures of our beautiful sunsets. She enjoys spending time with her daughter, son-in-law, grandchildren and her horse, Diamond.
Client Accounting Services
Tom holds a Bachelor's degree in Business Finance and graduated with a Master’s in Accounting from Grand Canyon University. While in his graduate program, Tom worked as an intern for a large firm and was one of few interns hired during tax season once his internship program ended. He quickly became the “go-to” guy for clients with poor accounting systems or overall challenging business structures.
During his years as an accountant, Tom has worked in public accounting, corporate accounting and nonprofit accounting. He has extensive experience in financial documentation, payroll and employee tax related issues as well as overseeing mergers, acquisitions, program expansions and IRS audits.
Tom has been married to his high school sweetheart, Bekah, for 12 years and together they have 3 children. Tom is an avid competitive cyclist. He can be found most weekends bike rides with his wife and/or teammates from his race team, Christian Cycling Tucson.
Tom’s professional service/community involvements include:
- Founder/Director of COAH (local nonprofit with missional focus in downtown Tucson)
- Founder/Director of 191 Toole (2012-2015)
- Former Board Member, Tucson Refugee Ministry
Julianne graduated from the University of Arizona in 2007 with a Bachelor of Science in Business Administration from the Eller College of Business and a minor in Italian Language. After 5 years of Management experience and starting her own business, she joined AZ Southwest CPA Services in 2014.
Julianne works on both personal and business tax returns. She also assists businesses with mid-year and year end accounting needs.
In her spare time, Julianne enjoys going on walks in the Tucson desert, reading quality books, learning more leadership skills and volunteering with her local church. If you have a favorite special restaurant in town, be sure to let her know as she is a true foodie at heart.
Bobbi has an MBA from the University of Colorado in Colorado Springs, CO. She has extensive experience in training and project management. She spent several years at Intuit at which time her responsibilities included training others on QuickBooks (accounting principles and troubleshooting techniques) as well as technical support.
Bobbi is a long-time Tucsonan who enjoys spending time with her family, friends and dog, Tawny.