Contact

➤ LOCATION

620 E Hwy 260 Suite A Payson, AZ 85541

☎ CONTACT

debra@ddanielscpa.com
(928) 474-2024

Tax Planning Business and individual

There is nothing worse than getting to the end of the tax year and being surprised with a huge tax liability.  Our firm specializes in year-round tax planning.   We are just a phone call away for individuals with changing needs such as retirement, job changes, increases/decreases in income, investments, required minimum distributions, tax credits, etc.;  or for businesses working with the constantly changing tax laws, affordable care act, starting up, winding down, depreciation issues, etc.  

attest services

A.R.S. § 32-701(3) "Attest services" means the following services that are rendered by the holder of a certificate issued by the Board:

(a) Audits or other engagements to be performed in accordance with the statements on auditing standards adopted by the American Institute of Certified Public Accountants.
(b) Reviews of financial statements to be performed in accordance with the statements on standards for accounting and review services adopted by the American Institute of Certified Public Accountants.
(c) Any examination of prospective financial information to be performed in accordance with the statements on standards for attestation engagements adopted by the American Institute of Certified Public Accountants.
(d) Any engagement to be performed in accordance with the standards of the Public Company Accounting Oversight Board or its successor.
(e) Any examination, review or agreed on procedure engagement to be performed in accordance with the statements on standards for attestation engagements adopted by the American Institute of Certified Public Accountants, other than an examination described in subdivision (c) of this paragraph.

trusts

Estate planning and trusts.  Our firm works hand in hand with our clients' investment advisor, attorneys, etc., to ensure that each client has a "team" working towards the same goals.  Our clients are know that they are in good hands and always there making sure that their estate planning goals and trust needs are up-to-date.  Too often, when loved ones pass away, their heirs are left holding a trust they have no idea where to start in executing it according to deceased ones' wishes nor the knowledge to avoid the legal and/or tax implications of executing the trust incorrectly.  We are here to help you and your loved ones through each step of the process.

consulting services

A.R.S. § 32-701(8) "Consulting services" includes management advisory services, litigation support services, valuation services and other services that require the use of technical skills, education, observation, experience and knowledge to develop an analytical approach to process and to present findings, conclusions or recommendations.

Accounting Services

A.R.S. § 32-701(1) "accounting services" means services that are commonly and historically performed by accountants including: 

• Recording or summarizing financial transactions

• Bookkeeping

• Analyzing or verifying financial information

• Auditing

• Reviewing or compiling financial statements

• Reporting financial results

• Financial planning

• Providing attestation services 

• Providing tax services

• Providing consulting services