I provide tax, accounting, and advisory services for individuals and small to mid-sized businesses in the Phoenix metro area. I am a Certified Public Accountant as well as an Enrolled Agent. I am also an Endorsed Local Provider (ELP) for Dave Ramsey. I am currently accepting new clients.

I provide tax, accounting, and advisory services for individuals and small to mid-sized businesses in the Phoenix metro area. I am a Certified Public Accountant as well as an Enrolled Agent. I am also an Endorsed Local Provider (ELP) for Dave Ramsey. I am currently accepting new clients.

Fox Peterson is a public accounting firm located in Mesa, Arizona. We have served businesses in the Phoenix area for over 25 years, and our team is rich in knowledge and expertise to ensure client satisfaction.My responsibilities include:Prepare individual and business tax returns for a diverse group of clients.Prepare payroll taxes, property taxes, sales taxes, and quarterly filings.Create year-end projections for effective tax planning.Utilize QuickBooks to create client books and adjust client books for tax preparation.

Fox Peterson is a public accounting firm located in Mesa, Arizona. We have served businesses in the Phoenix area for over 25 years, and our team is rich in knowledge and expertise to ensure client satisfaction.My responsibilities include:Prepare individual and business tax returns for a diverse group of clients.Prepare payroll taxes, property taxes, sales taxes, and quarterly filings.Create year-end projections for effective tax planning.Utilize QuickBooks to create client books and adjust client books for tax preparation.

My responsibilities included:Prepare individual and business tax returns for a diverse group of clients.Prepare payroll taxes, property taxes, and quarterly filings.Create year-end projections for effective tax planning.Utilize QuickBooks to create client books and adjust client books for tax preparation.

Reconciled monthly bank statements for several accounts.Resolved customers complaints and coordinated the work of local contractors.Updated Excel spreadsheets containing rental customer payment schedules.Utilized QuickBooks to prepare financials for partnerships with real estate holdings.

Managed payroll transactions for 50 clients.Prepared quarterly and year-end tax filings.Generated W-2s for client employees.

Prospected new clients through phone calls, in-store activities, and offsite events.Enhanced client experience by offering excellent customer service.Coached tellers and bankers on sales techniques.Analyzed financial statements to determine loan qualification status.