Paramount Tax Services in Surprise, AZ

Holtz Accounting Services, PLLC, is a CPA firm with a penchant for strategic accounting and business design. It provides businesses and entrepreneurs in Surprise with GAAP-compliant bookkeeping services, which include asset and liability tracking, debt management, and financial statement customization. The company’s managing partner, Sandy Holtz, is an industry veteran with over 25 years of experience in public accounting and banking. She uses her expertise to help startups and small businesses achieve their development initiatives.

Why choose this provider?

We scored Surprise accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC. “Cohen & Co” is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

• Other services of the firm include data analytics, business formation, IT consulting, and fractional CFO.
• These tasks form the solid foundation of your small business accounting system.
• Sandy has accumulated in-depth experience in strategic brand management, new product development, finance, retail operations, and marketing.
• With QuickBooks Merchant Account Service, you can accept credit cards with ease.
• It provides businesses and entrepreneurs in Surprise with GAAP-compliant bookkeeping services, which include asset and liability tracking, debt management, and financial statement customization.

MCC Tax Experts LLC was Calculated Tax Solutions

• We also stay current on continuing developments with the SEC rules and have consulted with the SEC on a number of occasions for interpretations and adviser-specific issues.
• Accounting software is truly one of the great bargains in business.
• Ask questions, confirm their availability, and hire the right therapist when you’re ready.
• The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand.

Its team also provides assistance with tax concerns, wealth management, business valuation, and audit and assurance. For the past six years, Landmark is among the top five surprise accounting services firms in the area according to the Northwest Arkansas Business Journal. Its team actively supports various local organizations such as the Arkansas Arts Center. Holtz Accounting Services offers a broad range of services for business owners, executives, and other professionals throughout Scottsdale and surrounding cities in Arizona.

Holtz Accounting Services offers a broad range of services for business owners, executives, and other professionals throughout Surprise, Phoenix and surrounding cities in Arizona. Dimov Tax Specialists caters to the accounting needs of nonprofits, businesses, and residents of Surprise. It provides a wide range of services that include bookkeeping, back-office accounting, payroll administration, capital gains tax filing, and financial statement attestation. Its accountants and tax consultants use a variety of platforms like Xero, Wave, and QuickBooks.

Trudy’s Taxes & Bookkeeping LLC

Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has customized accounting packages for contractors, retailers, health care professionals, manufacturers and non-profit organizations.

Compare our Top Accountants

Visit often as current news impacting your financial situation will be outlined here. Upon clicking the button below you will be taken to our secure payment processing site hosted by our payment processor. You can pay your invoice securely and conveniently and you will be issued a receipt for your records. Business Guidance, Interface with Lenders and Investors, Special Projects, Inventory Evaluation & MRP Installations, Operational Cost Tracking, Interim CFO Services, Market Segmentation Profitability are a number of services provided by our CPAs. Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments.

In her professional career, expanding over 26 years, she has worked in multiple organizations in various capacities. Sandy performed the duties of Director of Finance at the Erie Management Group. She was responsible for financial planning and analysis and managed assets valued at over $80 million for a private investment company.

Our Tax Services for Individuals

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year. Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients. All Paramount Tax locations are independently owned and operated by franchisees of Paramount Tax (although one or more may be company owned). Legal designations, tax filing processes, services, prices and hours of operation may vary by location and by state (per state requirements).

Our firm’s sizable Tax Department specializes in international tax services, state and local credits and incentives, estate and gift planning, and a variety of other areas impactful to RIAs. Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online banking also lets you download your monthly activity from your participating banks directly into QuickBooks for easier reconciliation.

Browse our thought leadership, events and news for insights and a point of view on business-critical topics. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.

3-Year Tax Review

Please refer directly to each locally owned franchise for more information. Balance sheets, along with Profit & Loss  Statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you. Our goal is to connect people with the best local professionals.