Tax & Business SolutionsMesa & Phoenix, ArizonaFor Arizona contractors & restaurant owners
How monthly books and tax planning work together.
Tax prep looks back at last year. Tax planning plans the next one. Clean monthly books show where your business stands, so you can review income, cash flow and estimated taxes before making decisions.
Intuit ProAdvisor Elite FirmTax prep
Looks back at last year and reports what already happened.
Tax planning
Looks at your numbers during the year so you can decide before it ends.
For contractors in Mesa, taxes can feel like a line item you can’t influence. Current books and proactive reviews give you a chance to evaluate decisions before year-end. For restaurant owners in Chandler, a monthly conversation with your bookkeeper can help spot questions early instead of waiting for a yearly IRS surprise.
“I don't know my numbers.”
“Taxes feel like a line item I can't control.”
“Revenue is up. The bank account isn't.”
Professional credentials
Certified Intuit ProAdvisor
Tax & Business Solutions is proud to hold Intuit ProAdvisor Elite status, reflecting our commitment to professional expertise and helping businesses manage their finances with confidence.
| Topic | Tax preparation | Proactive tax planning |
|---|---|---|
| When it happens | After the year is over | During the year, before it ends |
| Information used | Last year’s records and tax documents | Current monthly books, income, cash flow and estimated taxes |
| What you get | A tax return reporting the completed year | A forward-looking review of estimated taxes and decisions to consider |
| Decisions you can discuss | How to report completed activity and available filing elections | Equipment purchases, hiring, timing and business structure before acting |
| What it needs | Records at year-end | Clean, current monthly books |
Start with a conversation
Discuss your business, your current records and the tax questions you want to address. Together, identify where to begin.
Get your books current
Organize transactions and reconcile accounts so income, costs and cash flow reflect what is happening in your business. Monthly conversations keep questions from piling up.
Plan before the year ends
Review current numbers and estimated taxes with the team that knows your books. Discuss business decisions before acting, then carry organized records into tax preparation.
From job costs for trades to day-to-day costs for restaurants and food trucks, current books help you see what’s coming in, what’s going out and what to discuss next.
Senior Tax & Accounting Advisor
Angelica helps business owners understand their numbers, plan for taxes, and make better financial decisions. She provides experienced tax and accounting guidance to help clients stay proactive as their businesses grow.
Client Success Coordinator
Astrid guides clients through their Tax & Business Solutions experience, from onboarding to ongoing support. She helps coordinate communication, appointments, documents, and service requests so clients always know what comes next.
Client Operations Coordinator
Selena helps keep the client experience organized and responsive. She assists with scheduling, client questions, service coordination, and day-to-day support.
Payroll Specialist | 1099 Lead | Bookkeeping Specialist
Yosselin supports clients with payroll, 1099 compliance, and bookkeeping. She helps businesses maintain accurate records and stay on top of important reporting requirements and deadlines.
Accounting Leader
Dulce leads the accounting team and oversees the quality and accuracy of client financial reporting. She helps ensure our accounting processes remain consistent, accurate, and dependable.
Bookkeeper Specialist
Oliver helps maintain accurate and current financial records through transaction categorization, reconciliations, and ongoing bookkeeping support.
“I'm so glad my brother recommended I reach out to Angelica! Its been a great experience! She helped me get money back on prior years and has handled several years of my taxes now. I love that I have someone to ask questions beyond just the …”
“These gals put up with me with a smile and I'm no easy client. Excellent at listening to long backstories and quickly getting on target.”
“Angelica and her team have gone above and beyond in helping me with both of my businesses. They are easy to work with and are always available. Im very happy to have experience and expertise in my corner!”
“Working with them was Great! I'm so glad I found them. I will be using them as long as I'm in business. They were very professional but also genuinely nice. Very easy to work with and were also quick to get things done. They made this such …”
“I've always done my own taxes, but this year I decided to work with this firm - and I'm so glad I did. Not only did they save me a significant amount of money, but they also provided valuable tax planning and advice on how to maximize my si…”
“Great company! They've handled my books for years with professionalism and care. They really understand how to manage money in a way that helps it grow and work for you, just like the wealthy do. Whether you need full financial management o…”
“Working with them was Great! I'm so glad I found them. I will be using them as long as I'm in business. They were very professional but also genuinely nice. Very easy to work with and were also quick to get things done. They made this such …”
“I've always done my own taxes, but this year I decided to work with this firm - and I'm so glad I did. Not only did they save me a significant amount of money, but they also provided valuable tax planning and advice on how to maximize my si…”
“Great company! They've handled my books for years with professionalism and care. They really understand how to manage money in a way that helps it grow and work for you, just like the wealthy do. Whether you need full financial management o…”
“I'm so glad my brother recommended I reach out to Angelica! Its been a great experience! She helped me get money back on prior years and has handled several years of my taxes now. I love that I have someone to ask questions beyond just the …”
“These gals put up with me with a smile and I'm no easy client. Excellent at listening to long backstories and quickly getting on target.”
“Angelica and her team have gone above and beyond in helping me with both of my businesses. They are easy to work with and are always available. Im very happy to have experience and expertise in my corner!”
from $449/month
from $3,500
Starting prices shown. Your final scope and fee are confirmed on your discovery call.