Advice you can rely on, for a brighter financial future
Moser Marriott, PLLC is a full-service accounting firm licensed in Arizona, dedicated to providing our clients with professional and personalized services. Our firm is one of the leading firms in the area, offering a wide range of services for business owners, executives, and independent professionals. We are an accessible, flexible, and personal firm, and we make your business our business. With clients throughout the United States and the world, we offer expertise that is normally only found with larger national CPA firms.
Our Values
At Moser Marriott, PLLC, we value our relationships with our clients, and we are committed to earning their trust and respect. We strive to provide the highest quality services while maintaining the highest standards of professional integrity. We believe in the value of relationships, and we view every client relationship as a partnership. Our goal is to be your trusted advisor, helping you make informed financial decisions to achieve your personal and business goals.
Our Team
Our team of dedicated professionals is our greatest asset. We are a team of experienced and friendly professionals who are committed to providing exceptional service to our clients. We are proud of our strong, cohesive team, and we believe that our team approach adds value to our clients' experiences.
Services for Individuals
We offer a broad range of services for individuals, including personal financial planning, estate planning, retirement planning, and elder care. We understand that every individual has unique financial needs and goals, and we work closely with our clients to develop customized financial plans that meet their specific needs.
*Personal Financial Planning*: We provide comprehensive financial planning services, including cash flow analysis, investment planning, retirement planning, education funding, and estate planning. Our goal is to help our clients achieve their financial goals and maintain their lifestyle in retirement.
*Estate Planning*: We provide comprehensive estate planning services, including the preparation of wills, trusts, powers of attorney, and health care directives. Our goal is to help our clients protect their assets, minimize taxes, and provide for their loved ones.
*Retirement Planning*: We provide comprehensive retirement planning services, including the analysis of retirement income sources, the evaluation of retirement income needs, and the development of a retirement plan to help our clients achieve their retirement goals.
*Elder Care*: We provide comprehensive elder care services, including the assessment of long-term care needs, the evaluation of long-term care options, and the development of a plan to provide for the long-term care needs of our clients' loved ones.
Services for Businesses
We offer a broad range of services for businesses, including small business accounting, payroll, part-time CFO services, audits, reviews, compilations, forensic and fraud accounting, business valuation, cash flow management, bank financing, strategic business planning, succession planning, new business formation, internal controls, and tax services.
*Small Business Accounting*: We provide comprehensive accounting services for small businesses, including bookkeeping, financial statement preparation, budgeting, and financial analysis. Our goal is to help small business owners manage their finances and make informed financial decisions.
*Payroll*: We provide comprehensive payroll services, including the preparation of payroll checks, the calculation and remittance of payroll taxes, and the preparation of W-2 and 1099 forms. Our goal is to help small business owners save time and reduce the hassle of payroll management.
*Part-Time CFO Services*: We provide part-time CFO services for small businesses, including financial planning, budgeting, forecasting, and the development of financial strategies to help small business owners achieve their financial goals.
*Audits, Reviews, and Compilations*: We provide audit, review, and compilation services for businesses, including the preparation of financial statements and the evaluation of internal controls. Our goal is to help businesses maintain accurate financial records and comply with financial reporting requirements.
*Forensic and Fraud Accounting*: We provide forensic and fraud accounting services, including the investigation of financial fraud, the preparation of financial fraud reports, and the provision of expert witness testimony. Our goal is to help businesses detect and prevent financial fraud.
*Business Valuation*: We provide business valuation services, including the determination of business value for estate planning, mergers and acquisitions, financing, and litigation support. Our goal is to help businesses determine their value and make informed financial decisions.
*Cash Flow Management*: We provide cash flow management services, including the preparation of cash flow projections, the analysis of cash flow trends, and the development of strategies to improve cash flow. Our goal is to help businesses manage their cash flow and maintain sufficient liquidity.
*Bank Financing*: We provide bank financing services, including the preparation of loan packages, the negotiation of loan terms, and the monitoring of loan covenants. Our goal is to help businesses obtain the financing they need to grow and succeed.
*Strategic Business Planning*: We provide strategic business planning services, including the development of strategic plans, the evaluation of market opportunities, and the identification of competitive advantages. Our goal is to help businesses develop long-term plans to achieve their financial goals.
*Succession Planning*: We provide succession planning services, including the identification of successors, the development of succession plans, and the implementation of succession strategies. Our goal is to help businesses ensure a smooth transition of ownership and management.
*New Business Formation*: We provide new business formation services, including the preparation of business plans, the selection of business entities, and the completion of business formation documents. Our goal is to help businesses get off the ground and start on the path to success.
*Internal Controls*: We provide internal controls services, including the assessment of internal controls, the development of internal control policies and procedures, and the implementation of internal control systems. Our goal is to help businesses protect their assets and prevent financial fraud.
*Tax Services*: We provide comprehensive tax services, including tax preparation, tax planning, tax compliance, and tax resolution. Our goal is to help businesses and individuals comply with tax laws and minimize their tax liability.
Dissatisfying Experience at Marriott Moser CPA
Author Lucinda Stevenson shares her disappointing experience with Marriott Moser CPA. She had been using their services for several years but eventually had to seek help after being ignored by Mike Marriott for months. Despite being a long-time client, she received no response to her inquiries until she finally called the office and spoke with someone else, who provided the necessary tax documents. Notably, the company sent her an invoice quickly, but without offering a discount despite being late.
Satisfactory Service at Marriott Moser CPA
Author Joseph Ochoa, on the other hand, has had an excellent experience with Marriott Moser CPA. Over the past five years, he has received exceptional service for both his personal and business tax returns. He praises their communication skills, timeliness, and attention to detail.
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