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Income Tax Planning & Preparation in Phoenix

Concierge Consulting & Accounting, LLC - Phoenix's Choice for Income Tax Planning & Preparation Services

Phoenix, Arizona, is the economic center of the Southwest, home to diverse businesses and a growing population. Smart tax planning is essential to protect your financial future. At Concierge Consulting and Accounting, PLLC, we provide Income Tax Planning & Preparation in Phoenix, offering expert strategies to reduce tax burdens while maintaining compliance.

Tax laws are always evolving, but we help you stay ahead. Our team tailors tax solutions to maximize savings and support financial growth. Whether you’re an entrepreneur, a corporate executive, or an independent contractor, we create personalized tax plans that align with your financial objectives.

Professional Income Tax Services Include:

  • Strategic Tax Planning:
    We develop year-round strategies to reduce your tax burden.
    Our experts identify deductions and credits that apply to you.
    We optimize your retirement and investment tax strategies.
    Our team ensures tax-efficient business structuring.
  • Business & Corporate Tax Services
    We handle tax compliance for LLCs, S-Corps, and C-Corps.
    Our team provides payroll and self-employment tax guidance.
    We help businesses navigate multi-state tax obligations.
    Our experts ensure proper entity structuring for tax efficiency.
  • Personal Tax Preparation
    We prepare individual income tax returns with accuracy.
    Our strategies help high-income earners minimize tax liabilities.
    We guide clients on estate and inheritance tax planning.
    Our team maximizes deductions for charitable giving.
  • IRS Representation & Compliance
    We provide support for IRS audits and disputes.
    Our team helps negotiate payment plans when needed.
    We ensure full compliance with changing tax regulations.
    Our experts prepare and submit accurate tax filings.
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Additional Financial Services

While our monthly bookkeeping services form the foundation of strong financial management, we also offer:

  • Accounting CPA Services: Expert accounting solutions for complex financial needs.
  • Attestation Services: Audits, compilations, and reviews to provide assurance for your financial statements.
  • Management Accounting: Tailored financial analysis and reporting to drive strategic decision-making and improve operational performance.
  • Business Advisory & Consulting: Strategic guidance to help your business thrive in its competitive market.

Local Expertise, Strategic Financial Planning

Understanding tax laws takes experience, but our team makes it simple. We stay updated on regulations and use advanced tax-saving techniques. Our proactive approach ensures your finances remain secure and compliant.

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Serving Phoenix and Surrounding Areas

While we proudly serve Phoenix’s business community, our services extend to neighboring areas such as Peoria, Cave Creek, and Fountain Hills, ensuring consistent, high-quality bookkeeping services throughout the region.

Why Choose Our Income Tax Planning & Preparation Services?

  • We plan year-round, not just during tax season.
  • Our team serves both businesses and individuals with tailored solutions.
  • We handle IRS compliance, audits, and disputes with confidence.
  • Our proactive approach means that regular financial reviews are performed with actionable insights.
  • We combine local knowledge with advanced tax-saving strategies.

Partner with Us for Tax Efficiency & Compliance

Managing taxes can be stressful, but we make it easy. Let Concierge Consulting and Accounting, PLLC handle your tax planning so you can focus on financial growth. Contact us today to learn how our expert strategies can benefit you.

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Think of us as your personal business concierge. We offer highly personalized services and are passionate about our clients, their needs and their successes.
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Jocelyn Sihathep (Jo1)

Office Manager

We have a Sun Devil in the house! We are honored to add to our team, Jo. She is a graduate of Arizona State University (Fear the Fork) and is looking to broaden her knowledge and understanding of business and accounting.

She is the engine of our fine-tuned machine. Her “can do” attitude, commitment to customer service and outstanding organization skills allows us to focus on what matters most, our clients. She is amazing with technology and strives for excellence. She embraces the entrepreneurial spirit and is a great asset to our team.

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Jocelyn Weatherley (Jo2)

Accountant

Jo was previously an accountant for a $60M company and their 13 subsidiaries. She is in charge of our accounting and bookkeeping department and serves our clients on their time schedule. Whether it is weekly, monthly or quarterly she helps provide reliable, useful and accurate information to our clients on their terms.

Jo performs full accrual accounting and is responsible for reconciling all accounts, journal entries, month end closing procedures and preparation of internal financial statements and analytics. She also assists in the preparation of sales and payroll tax returns. She holds a wide range of knowledge, from QuickBooks to travel (she spent most of her life in the UK), she’s your girl. She is excited to join the CCA team and ready to conquer tax season head on!

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Dixie Cary

CPA and Tax Manager

Dixie is a Minnesota CPA and experienced accountant. She has over 25 years of accounting in both audit and tax, but her passion is tax. After years in the cold, she decided to leave the mid west and find a new home in Sunny Arizona. We are so happy that Dixie has joined our team.

Dixie leads and manages our entire tax department. She assists and leads a team through our busiest times while delivering quality, complete and accurate tax services for our clients. She is proficient in preparation, planning, and education of federal and state income taxes for individuals, businesses, estates, trusts, and exempt organizations.

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Theresa Elaine Valade

CPA and Managing Partner

Theresa Elaine Valade, CPA, is a highly accomplished Arizona-licensed Certified Public Accountant and founder of Concierge Consulting and Accounting, PLLC. Recognized by Forbes as one of the Top 10 CPAs in the state, she brings over 27 years of expertise in audits, reviews, compilations, tax strategy, business consulting, and fraud investigations, with specialized experience in nonprofits, real estate, hospitality, and financial services. A former Arthur Andersen auditor and tax partner at Moffitt & Company, Theresa has led high-profile engagements, including one of Arizona’s largest fraud investigations and IRS training audits, and frequently represents clients in mergers, acquisitions, and complex tax matters. Her firm consistently earns the highest peer review ratings, and she is a sought-after public speaker on tax reform, fraud prevention, and business operations. Committed to client success, Theresa combines technical excellence with a relationship-focused approach, guiding businesses and individuals through every stage of growth and transition.

Her areas of specialization are business consulting and advisory, audits, income tax planning and preparation, and IRS audit representation. Her industries of specialization are nonprofits, real estate, hospitality, franchises, mortgage banking and brokering, title insurance, escrow, health, and beauty.

Theresa’s also had the honor of being named 2020 CPA firm of the year for her commitment and service to her clients during the challenges imposed by the COVID-19 pandemic. Putting passion and personalization at the forefront Theresa has led her firm to excellence by not only providing measurable results for clients but making them feel well taken care of during times of great uncertainty.

Theresa is also a member of the prestigious, Arizona Society of CPAs, ASCPA, 100% Membership Club. It is an honor to be part of this club that exhibit’s a high level of commitment to the Arizona Society of CPAs. We are privileged to be able to convey to our clients, staff, and colleagues of Theresa’s significant commitment to the CPA profession. She is also a member of the American Institute of certified public accountants.

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