Business Details
33 Years
experience
Your Trusted Partner for Accounting Solutions in Tucson
David Oase, CPA is a locally rooted accounting firm with decades of experience serving individuals and businesses in Tucson and beyond. Our mission centers on delivering expert accounting solutions through a personalized, client-focused approach. We specialize in tax preparation, bookkeeping, business advisory, and financial planning, combining technical proficiency with tailored guidance. Our team prioritizes transparency, ethical practices, and proactive communication to ensure clients achieve their financial goals. With a legacy dating back to 1993, we have built a reputation for reliability, precision, and unwavering commitment to client success. Our services are designed to simplify complex financial matters, from payroll management to estate planning, while maintaining compliance and maximizing savings.We pride ourselves on fostering long-term relationships by deeply understanding each client's unique needs. Our expertise extends to cost segregation, forensic accounting, and business formation, positioning us as a comprehensive resource for financial health. By blending traditional accounting excellence with innovative strategies, we empower clients to navigate financial challenges confidently. Our dedication to continuous learning and community engagement ensures we remain a trusted partner in financial stewardship.
Services
Tax preparation
Bookkeeping
Payroll services
Financial planning
Trust and estate planning
Cost segregation
Small business accounting
Audit services
Tax audit representation
Business formation
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience in accounting services.
- Our team provides personalized accounting solutions tailored to your needs.
- We offer a complete range of services including tax preparation and business advisory.
- We are a trusted local Tucson accounting firm.
- We provide no-obligation consultations to assess your needs.
Associations and certifications
- AICPA
What people say
Trusted local accountant
Personalized service
Expertise
Saves time
Tailored solutions
Services
Tax preparation
Our tax preparation services ensure accurate, timely filings while maximizing deductions and minimizing liabilities. We handle individual, business, and complex tax scenarios with precision. Clients benefit from personalized strategies to optimize returns and maintain compliance with evolving regulations.
Bookkeeping
We provide meticulous bookkeeping to maintain organized financial records, track cash flow, and support informed decision-making. Our systemized approach ensures accuracy in income, expense, and payroll tracking for businesses of all sizes.
Business advisory
Our business advisory services focus on strategic financial planning, profitability analysis, and operational efficiency. We help businesses navigate growth challenges, tax implications, and long-term sustainability through data-driven insights.
Payroll services
We streamline payroll processing to ensure accurate, on-time employee payments and tax filings. Our services include wage calculations, direct deposits, and compliance with federal and state payroll regulations.
Trust and estate planning
Our trust and estate planning solutions help individuals organize asset distribution and minimize tax burdens. We create customized plans aligned with family needs and long-term financial goals.
People
David Oase
CPA
David Oase, a certified public accountant since 1993, leads the firm with expertise in tax and business advisory. He prioritizes personalized service and leverages decades of experience to guide clients toward financial success.
Chad Denson
Accountant
Chad Denson brings diverse industry experience to our team, specializing in small business accounting and financial reporting. His analytical approach ensures clients receive actionable insights for growth and compliance.
Angelica Chavez
Senior Accountant
Angelica Chavez, an Enrolled Agent, specializes in complex tax situations and regulatory compliance. Her collaborative approach helps clients navigate tax challenges with clarity and confidence.
Katrina Jean-Oase
Paralegal
Katrina Jean-Oase handles legal document preparation, including wills and trusts. Her attention to detail ensures clients' estate planning documents meet legal standards and personal objectives.
Lucy Acedo
Office Manager
Lucy Acedo oversees daily operations and client communications, ensuring seamless service delivery. Her organizational skills contribute to the firm's efficient and welcoming environment.
Questions
What expenses are tax deductible for my business?
Common deductions include start-up costs, office expenses, travel, and salaries. Our accountants identify eligible deductions specific to your business to maximize savings.
How should I maintain accounting records?
Use reliable software to track income, expenses, and taxes. Schedule regular updates and consult professionals to ensure compliance and accuracy in financial reporting.
When should I outsource accounting?
Consider outsourcing if your business exceeds $1M revenue, requires complex reporting, or if in-house management becomes overwhelming. It ensures expert handling of financial tasks.
How can you help grow my business?
We analyze financial data to identify savings, optimize resource allocation, and provide strategic advice, allowing you to focus on core operations and growth opportunities.
What records should I keep for tax purposes?
Retain business expenses, sales records, tax documents, and employee information for at least six years. We help determine industry-specific requirements during consultations.
Do you offer no-obligation consultations?
Yes, we provide free initial consultations to assess your needs and develop tailored accounting solutions without any commitment.
