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About Us

The Managing Director of San Tan Tax, Accounting & Business Consulting Group, LLC, is a highly qualified tax, accounting, finance and legal professional with over 37 years of accomplished experience in the industry.  We are located in San Tan Valley and remain accessible to the San Tan area.  Our vision consists of a civic minded, friendly and personal approach to establishing long term relationships with, and providing needed services to, local business owners and the general community.  The LLC itself was established with the AZ Corporation Commission in January, 2008.
Our company specializes primarily in tax preparation, accounting, financial and business consulting services for a wide variety of clients and industries, from small family owned and medium sized businesses up to large multinational organizations.  Following is a sampling of the various services that we specialize in:


  • Income & Franchise Tax preparations and planning for:
    • Individuals
    • Corporations (both C & S)
    • Partnerships ,
    • Professional & Limited Liability Companies (PLLC's, LLC's)
    • Estates & Trusts (Fiduciary & Estate & Gift Tax Returns)
    • Federal, State, Multi-State, Consolidated and Combined (Re:Corporations), Foreign, Expatriate, Foreign Nationals
    • Non-Profit Entities, including IRC 501c(3)'s 
  • Income tax audit assistance and audit representation, negotiation
  • Preparation of outstanding prior year tax returns 
  • Tax, Financial and Estate planning and review. 
  • Sales & Use Taxes (& AZ TPT), compliance, planning, audit assistance and representation.
  • Payroll tax compliance, system review, selection, installation, 
  • Property taxes, both business personal property and real estate
  • Excise taxes
  • Individual E-Filing capability and electronically generated return preparation
  • Proficiencies in Turbotax, Lacerte, Digitax, Pro System FX, and other tax preparation software


  • Assist with business and entity formation, windup & dissolution services
  • New business start-ups, business expansions 
  • Hands on assessment of individual and business needs including recommendation for implementation of appropriate accounting, financial and operational systems (both automated and manual)
  • Assistance, implemenation and setup of accounting and other systems, including system maintenance, customization, updates, training and reviews.
  • Business plans, financial plans, financial reviews, operational reviews, general audit
  • Business Consulting services
  • Special Projects
  • Budgeting and Finance, Financial Projections
  • General Bookkeeping, including soup to nuts AP, AR and periodic payroll processing, if desired.
  • Sampling of software proficiencies:
    • Microsoft Office, Word, Excel, Access, Powerpoint, Windows & Mac Operating Systems, Outlook
    • SAP, Solomon, Peachtree, Great Plains, Ouickbooks, Quicken, Cognos Financial Analysis Software
    • Internet/Web

Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations, etc. keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitve price.

We provide a knowledge base and service that surpasses the competition's capability at a price that is more favorable and affordable.

"Service First / The Best For Less".  We offer new client discounts and low rates by the hour saving you money over "by the form preparation services".  We also offer special discounts to military personnel, police, fire and corrections officers. For 2010 preparations in 2011, we offer special discounts to individuals and small businesses that have experienced job losses, significant income reductions, bankruptcies and foreclosures.   Finally, we offer a reduced hourly rate structure to members of the 'new" San Tan Regional Chamber and the Queen Creek Chamber of Commerce.

Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.

Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

Feel free to contact the office anytime. We are here to help you.