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480-372-2543

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theresa@conciergeacct.com

Services

accounting. personalized.

Concierge Accounting Services

Think of us as your personal business concierge. Our clients get the benefit of discussions, texts, and emails at no additional cost. We become a strategic and vital financial resource for our clients for all their important financial decisions. They are fortunate to get prompt answers to all their accounting and business-related questions which helps them make the right decisions at the right time for their business. We are located in Scottsdale, Arizona but serve clients throughout Arizona and the US

Monthly
Bookkeeping.

No more time wasted on bookkeeping tasks. We record and reconcile all your transactions monthly. We will provide internally prepared balance sheets and profit and loss statements from your accounting system so that clients can see trends and plan for the future. We will also prepare monthly sales tax returns if requested.

BOOKKEEPER – CONTROLLER – CFO

Outsourced
Accounting Services.

You have enough to worry about running a business, let us worry about the numbers for you. We offer various monthly engagements and packages.

Attestation Services – Audits, Compilations, & Reviews.

Stockholders, lending institutions, creditors, board members, and private investors-often need assurance that the financial statements accurately represent the true financial position of a company.

These groups have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.

Income Tax Planning, Preparation & Irs Representation.

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the income tax complexities. We can assist you with income tax planning, preparation and IRS audit correspondence and representation.

In our CPA firm, we combine state of the art technology and experienced tax preparers to provide you with excellent service. We customize the tax experience to the way that works best for you. From secure online portals, private internet, and secure emails we use technology to make the tax process easier for you. For those of you who prefer paper, we do that too. All clients may drop off, fax or e-mail their income tax documents to us and schedule an appointment at any point in time. And we don’t just prepare returns. We analyze them and look for the best tax outcome. We’ll identify opportunities for a more tax-efficient business operation and ways to potentially minimize tax payments.

Business Advisory & Consulting.

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.

Management
Accounting.

We approach all our business and consulting engagements like an upside down triangle. We don’t just focus on your bottom line. We work with you dissecting all components and aspects of your business to help you achieve your business goals.

Additional Services

perfect for you

Menu Of Accounting Services.

Bookkeeper.

CONTROLLER.

CFO.

Highest Level of Assurance

Income Tax Planning And Irs Audit Situations

Income Tax Planning

Income tax planning is one of the most important services we provide. In business, most major decisions have tax implications. We make it a priority to work collaboratively and proactively with our clients to consider the tax impacts of their decisions. We ask some key questions, did you like the outcome of your last year’s return? Did you get a large refund? Did you owe a lot in taxes? What is your perfect tax scenario? We work with you to get you into a more neutral tax situation while educating clients on current tax laws, IRS hot buttons, and other items. We ideally like to do this once a year.

Irs Audit Situations

We provide our clients confidence that if they receive any correspondence from the IRS or a State tax agency we will explain the notice, calm fears and find the quickest resolution possible without them ever needing to deal directly with a tax agency. Our priority is to resolve problems before they become larger issues, even if we did not prepare the return in question. We start by helping to gather information responsive to the inquiry, and this is typically where it ends. If an inquiry progresses, we help dispute or obtain an abatement of penalties if appropriate. For those with delinquent returns, we focus on getting returns filed and calculating back taxes. If necessary, we help our clients enter into installment agreements to pay back the IRS.

Highest Level of Assurance

Audit.

An audit is a methodical review and objective examination of the financial statements, including the verification of specific information as determined by the auditor or as established by general practice.
Our work includes a review of internal controls, testing of selected transactions, and communication with third parties. Based on our findings, we issue a report on whether the financial statements are fairly stated and free of material misstatements.

Limited Assurance

Review.

Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company’s management team. If the financial statements or supporting information appear inconsistent or otherwise questionable, we may need to perform additional procedures.
Why might a business request a review engagement? It can be a good middle ground, providing the advantages of a CPA’s technical expertise without the work and expense of an audit.

Lowest Level of Assurance

Compilation.

In compiling financial statements for a client, we present information that is the “representation of management” and expresses no opinion or assurance on the statements. Compilations don’t require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.
Banks often require compilations from an independent CPA as part of their lending covenants.

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)

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!

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.