Look Local for Financial Support this Tax Season
Local, independently-owned financial service providers ensure much more than personal customer care and meticulous service. They are essential to the economic sustainability of our communities in the jobs they create and the money they keep circulating in our local economies. For rural communities, this is especially important. By using local service providers, you can contribute to a healthier, more vibrant, and more thriving community right where you live and work.
Since tax season is upon us, Local First Arizona wants to highlight some independent options for all your tax service and financial needs. You can make this time of year a bit less dreadful by sourcing locally for services, and in turn, supporting independently owned businesses, creating jobs at home, and helping to build community wealth.
We are also hosting Community Banking Events throughout Northern Arizona in the coming months. Please join us at a location near you!
Select from one of these tax, accounting, book keeping, and CPA professionals to not just give you personalized customer service and support, but also to provide you with the reliable, meticulous services that you and your business require.
Absolute Tax and Financial Solutions - Wendy Thompson, owner, has over 25 years experience in financial support services. ATFS provides tax preparation, tax resolution, audits, W4 planning, amended returns, book keeping, payroll, business and marketing plans among other services.
Johanna Klomann, CPA - Serving Flagstaff for over 20 years, Johanna provides individualized accounting to numerous small businesses and nonprofits throughout Flagstaff and Northern Arizona. Johanna and her staff work to ensure that each client has the service that best serves their needs. In addition to year round bookkeeping and payroll services, they also stay current on tax law updates to accurately prepare individual, corporate, and non profit tax returns.
Kim Molden Tax and Accounting - Serving the Verde Valley for over 10 years, Kim offers tax preparation, consulting, bookkeeping, payroll services, accounting for business, and much more. She partners with a CPA in her office available for additional tax and legal support services for individuals or businesses. Reach Kim at [email protected] or 928-202-1862.
Taylor Accounting and Tax Inc. - Taylor Accounting & Tax, Inc. is a full-service accounting firm serving clients throughout Rim Country and northern Arizona, dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Professional services include tax management, assurance and advisory services, estate and trust planning, tax preparation, litigation support, book keeping, IRS representation, payroll services, cash flow and budgeting analysis, financial and retirement planning, employee benefits, pension, and profit-sharing plans in addition to a long list of other services.
Jay Lode CPA, LLC - Jay Lode has been a CPA for over two decades. Jay takes a big picture approach to his small business clients, knowing that there are many factors affecting the health of your business outside of a balance sheet. Jay partners with his clients to understand their needs and serve them well. Jay offers, tax planning and preparation, tax estimates, tax problem resolution, bookkeeping services for your small business, and QuickBooks consulting among other services.
Regan Tax, LLC - Chantel Regan is a CPA with mobile accounting services in the Prescott and Quad City area. She offers, individual and business income tax, advanced QuickBooks support, bookkeeping, sales tax and payroll reporting, mobile services, and e-commerce among other services.
Other Financial Services for You or Your Business
In addition to tax, accounting, payroll, and book keeping services, you may have additional financial needs including investing, credit card processing, or consulting services. It is often assumed that such services are not provided locally, but Local First Arizona has a long list of service providers addressing a long list of needs for you personally and professionally. From personal financing, to advisors and planners to merchant services, be sure to consider some of these local options to meet your needs.
WT Wealth Management - WT Wealth Management (WTWM, formerly Four Peaks Wealth Management) is a local boutique investment firm providing investment management, financial planning and tax services, through its accounting arm, WT Tax & Accounting, to individuals and businesses throughout Northern Arizona. With a high standard of customer service, WTWM provides portfolio recommendations customized to suit the individual needs of all clients. With combined 100+ years of investment management experience, their professional team can find solutions for achieving your financial goals. Whether it is planning for retirement, saving for a home or car purchase or education expenses, or implementing a retirement plan for your business, the team at WTWM puts the needs of clients first providing intelligent investing for you, your family, your future.
Vora Financial Group - A Registered Investment Advisory (RIA) firm specializing in retirement income planning and wealth advisory services, Vora Wealth Management serves as a fiduciary partner to clients and provides unbiased, transparent advice aligned with your goals. With over 25 years of financial planning experience, VWM founder Dharmesh is a best selling author, portfolio manager and a personal wealth coach. He and his team specialize in working with retirees and individuals nearing retirement. Other areas of expertise include reducing taxes, asset protection, asset preservation and increasing income during retirement. Along with estate and tax attorneys, Dharmesh hosts a series of seminars on investment strategies, tax reduction, asset preservation, and estate planning.
National Processing Solutions - A local merchant service company with a 10+ year track record here in Arizona. They offer credit card processing with a unique Charity Give Back Program. Erik and his team offer brick and mortar processing, iPad, Smartphone and online payment acceptance, full POS system options, unmatched reporting tools, accounting software, and mobile sites / text marketing campaigns.
Be sure to view the full list of independent tax preparers and tax service providers from across Arizona.