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Paying Too Much – 3 Reasons.

Every year you probably say that you’re paying too much in taxes. You’re probably correct.

Some of this may be because of your tax bracket, your business structure or some other factor, but it may also be because of the mistakes you’re making.

Here are three, big, stupid mistakes I see small business owners make all the time with their taxes.

Mistake #1: You have the wrong accountant.

  • A lousy accountant is one that appears to be working for the IRS – always saying no, always shaking his head, always sighing and muttering “you can’t do that.” A good accountant is working for you by making suggestions, offering options and working the law to your advantage. You want an accountant that’s smart and motivated to help you save your taxes. She should be calling you during the year and not just sitting down with you for one meeting when it’s tax time. She should be proactively thinking of ways to help you reduce what is the biggest expense in your business. If that’s not a description of your accountant then it may be time to find a new one.

Mistake #2: You don’t plan.

  • A smart accountant is a valuable advisor. So meet with her at least two to three times a year and not just a week before the end of the year. Things change all the time and you’ll need to keep your accountant up to date on everything that’s going on in your business and your personal life. A good accountant will be looking at your quarterly data and making adjustments to your estimated taxes, offering suggestions to reduce your current year’s tax liability and even warning you of potential liabilities that you may not see coming. She’ll be current on the latest regulations and be thinking of ways to help you keep your tax payments to a minimum. You, on the other hand, should be giving her plenty of time to think about this because you’re meeting with her well before her busy season begins.

Mistake #3: You don’t pay attention.

  • When it comes to boring stuff, reading about taxes is up there with C-SPAN documentaries. But think about this, you scour the web to save 5% on a new laptop. Why not spend some time trying save on your own income? The smartest clients I know pay attention to their taxes. They read and even attend a seminar or two once every other year. They do this so when they meet with their accountant they have questions to ask and aren’t operating in the dark. They understand that every dollar saved is another dollar that can be put toward a family vacation, a home project, etc.

It’s OK to be stupid when watching Jeopardy or making your little nephew laugh.

But don’t be stupid about your taxes.

Please call or email us for more information and questions.

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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.

Jocelyn Weatherley (Jo2)


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!

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.

Theresa Elaine Valade

CPA and Managing Partner
Theresa has over 27 years of experience in tax, audit and consulting. She was with the International CPA Firm of Arthur Anderson in Phoenix and San Francisco. She most recently was a partner with Moffitt & Company, P.C. 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.
One of Theresa’s biggest honors is being named the 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.