Business Details
33 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Tucson
At AZ Southwest CPA Services, we are dedicated to providing comprehensive accounting and tax solutions tailored to the unique needs of individuals and businesses. With over 40 years of combined experience, our team of certified professionals specializes in business and personal tax services, trust and estate accounting, financial statement preparation, and business valuation. We prioritize personalized service, working closely with clients to develop strategies that enhance financial stability and long-term success. Our expertise extends to multi-state tax filings, QuickBooks support, payroll services, and fiduciary accounting, ensuring clients receive accurate and reliable financial guidance.We are committed to maintaining the highest standards of professionalism and integrity, as evidenced by our memberships in the American Institute of CPAs, Arizona Society of CPAs, and Better Business Bureau with an A+ rating. By combining technical expertise with a client-focused approach, we help individuals and businesses navigate complex financial challenges while maximizing tax efficiency and compliance.
Services
Tax Preparation
Business Valuations
QuickBooks Support
Payroll Services
Estate Accounting
Details
- Year established: 1993
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team includes certified professionals with expertise in multi-state tax compliance.
- We provide personalized QuickBooks setup and training for businesses.
- Our services include fiduciary accounting and business valuation expertise.
- We maintain an A+ rating with the Better Business Bureau for ethical practices.
Associations and certifications
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Better Business Bureau (A+ Rating)
Services
Tax Preparation
Our tax preparation services cover individual, business, and trust/estate needs with expertise in federal and multi-state filings. We focus on maximizing deductions while ensuring compliance with evolving tax regulations. Our team provides representation during IRS audits, leveraging deep knowledge of tax law to protect client interests.
Business Valuations
We deliver precise business valuations for succession planning, buy-sell agreements, and estate tax purposes. Our approach combines industry-specific analysis with market data to determine accurate valuations. These assessments help clients make informed decisions about business transfers and capital structure.
QuickBooks Support
Our QuickBooks Pro Advisors provide setup, training, and ongoing support for businesses using QuickBooks. We ensure proper system configuration and transaction classification to maintain accurate financial records. This service helps clients optimize their accounting processes and avoid costly errors.
Payroll Services
We handle payroll tax filings, W-2 preparation, and compliance reporting for businesses of all sizes. Our services ensure timely and accurate payroll processing while adhering to federal and state regulations. Clients receive support for both standalone payroll needs and integrated accounting solutions.
Estate Accounting
Our estate and trust accounting services include fiduciary reporting, court-format accountings, and coordination with legal advisors. We help executors and trustees meet their obligations through accurate financial documentation. These services ensure compliance with probate requirements and tax regulations.
People
Thomas Rooney
Founder & Managing Member
Thomas Rooney, CPA, has 40+ years of accounting experience and founded AZ Southwest CPA Services in 1993. He specializes in tax law and business structure optimization, holding active CPA licenses in Arizona and California. He actively participates in professional organizations and community initiatives.
Tonia Meacham
Partner
Tonia Meacham, Partner at AZ Southwest CPA Services, has 20+ years of tax and accounting experience. She specializes in income tax, payroll tax, and financial statement preparation while pursuing her Enrolled Agent certification. She has served the firm since 2017.
Questions
What services distinguish AZ Southwest CPA from other accounting firms?
We offer specialized services including multi-state tax compliance, QuickBooks Pro Advisor support, fiduciary accounting, business valuations, and coordination with legal advisors for estate planning.
How does AZ Southwest CPA handle IRS audit representation?
Our team provides audit representation services, leveraging 40+ years of tax law expertise to help clients navigate IRS examinations while maintaining compliance with current regulations.
Can AZ Southwest CPA assist with business startup accounting?
We help new businesses with entity selection, tax registration, accounting system setup, and ongoing financial guidance to ensure proper financial foundations from day one.
What accounting software expertise does the firm offer?
Our QuickBooks Pro Advisors provide setup, training, and troubleshooting for QuickBooks and TSheets, ensuring proper implementation and staff proficiency for small businesses.
How does the firm approach tax planning for individuals?
We develop personalized tax strategies that minimize liabilities while aligning with clients' financial goals, focusing on both current compliance and future tax efficiency.
