From time to time our clients and people ask us for the names of professionals in Arizona who we recommend for business and personal services. If you need a professional of a type listed here, please contact the professional and tell him or her that Richard Keyt recommended you. I encourage you to interview several professionals and select the person who you feel best suits your needs. I have listed people in no particular order. The fact that somebody is listed ahead of somebody else does not mean that I prefer the higher listed person over somebody lower on the list.
Certified Public Accountants
- Tim Walch, CPA, 1270 East Broadway Rd, Suite 202, Tempe, Arizona 85282; telephone 480-557-0561. Tim is in a small CPA firm that is very good with real estate related income taxation. Tim offers a course on how to set up Quickbooks software for your business.
- Jeffrey I. Brooks, CPA, CFP, MBA, is the President of JBrooks Wealth Advisors, PC. a Certified Public Accounting firm and a Certified Financial Planning firm located at 4647 N. 32nd Street B245 Phoenix, Arizona 85018. 602-687-9900. JBrooks Wealth Advisors, PC.’s focus is increasing the financial wealth and peace of mind of clients through:
- Intelligent tax savings.
- Reduction of risk of IRS audit by making appropriate changes during the preparation and review of tax returns. And in the rare incidence of an IRS audit, a history of success in getting a positive outcome from an IRS audit.
- Financing growth and profitability for closely held businesses.
- “Thinking outside the box” to obtain the best result for the client in the least amount of time.
- Retirement planning strategies including a plan to reach financial independence.
- Utilizing the 8 wealth management issues to increase wealth and asset protection.
- Recommending against performing services when fees will exceed the benefit to the client.
- Referring clients to companies that can perform services for lower fees and/or with better results (i.e. the firm refers all payroll and payroll tax services to payroll service companies).
Mr. Brooks has over 30 years experience focusing solely on building wealth for individuals and business owners. Mr. Brooks does not accept public companies on stock exchanges, Non-profit and governmental engagements.
- Bob Erickson, CPA, R. Erickson, P.C., 345 East Flower Street, Phoenix, Arizona 85012; phone: (602) 224-9092; Fax: (602) 224-9647; email: bob@acoabbott.com.
Bob Erickson, CPA, has been in the practice of Public Accounting for 30 plus years. He worked for a large local CPA firm for five years before forming his own firm in 1985. The firms client base mainly consists of closely held business owners. Bob mainly concentrates his practice in the income tax area. This involves tax preparation, tax planning, and consulting on various income tax issues. In addition, he has extensive experience in tax controversy work involving the Internal Revenue Service and the Arizona Department of Revenue.
All of these accountants provide accounting services for small businesses.
Certified Public Accountant for Nonprofit Organizations
Carolyn S. Sechler, CPA, Sechler CPA, P.C., 921 E. Orange, Phoenix, Arizona 85014; phone 602-230-2700. See her fabulous website.
Carolyn Sechler, CPA is the big honcho of the firm of Sechler CPA PC in Phoenix, Arizona. Her expertise is in tax and strategic planning, financial reporting, and management consulting, primarily to nonprofit organizations and technology entrepreneurs. She has been serving clients in this capacity for approximately 20 years. Her fully wired practice, which she calls a “virtual accounting firm,” demonstrates her belief in the liberating power of technology and its endless opportunities. The team all work from their homes and reside in several states and Canada. Likewise the client base includes Organizations both domestic and international. Carolyn is an animated and passionate public speaker on local and national levels, a writer/editor and avid geek. In addition, she writes for a number of professional publications and is an editorial advisor for the Journal of Accountancy. Her topics include tax and financial issues, futurist and visioning applications, non-profit organizations, and technology integration to meet user and organizational needs. Systems design; training and strategic alliance issues have become some of her latest fun topics! Her accounting practice is proud to have earned the recognition and featured for their “virtuality” and their work in the nonprofit community annually since 1995 in the following publications: Working Woman, Fast Company, Forbes, Business Week, Phoenix Business Journal, Arizona Republic, Journal of Accountancy, Accounting Technology, Practical Accountant, Telework AZ. They have also been featured case studies discussed in several books on best practices for accounting and telework 1996 to present. She and her team can be found online most any time of day. They welcome your comments and questions.
Quickbooks Consultant / Bookkkeeper / Helper
Joy Jaske, CPA, of CPA for Hire, P.C., 33755 North Scottsdale Road #130, Scottsdale, Arizona 85266; Phone 480-437-9022.
Although Joy is a CPA, she and her company do not provide CPA or tax preparation services. CPA for Hire is a Quickbooks consulting firm. They can do some or all of your actual Quickbooks data entry either remotely over the internet or by sending a bookkeeper to your office. Once a month a CPA for Hire bookkeeper comes to our office and reviews our data entry for the prior month and corrects any data entry errors we have made. If we are not sure how to handle a bookkeeping item at any time, we call our CPA for Hire bookkeeper for the answer. Once a year Joy Jaske comes to our office and gets our calendar year books in order to give to your CPA who prepares our tax return. I highly recommend that Quickbooks for small business accounting and CPA for Hire as your part-time professional bookkeeper.
Commercial Real Estate Broker
Ryan Leavitt, Ventana Commercial, LLC, 3001 East Camelback, Suite 130, Phoenix, Arizona 85016; telephone 602-810-0034. Ryan is my son-in-law and an excellent commercial real estate broker. See Ryan’s commercial brokerage website.
Ventana Commercial, LLC, is a full service brokerage firm, specializing in commercial real estate services throughout the southwestern United States. With the rise and fall of the commercial real estate market over the past 5 years, one principle has remained for success in all aspects of commercial real estate, and that is sustained diligence to property owners, buyers and sellers, and tenants within the commercial marketplace. Ventana Commercial, LLC, was established with this philosophy in mind. Our goal is to provide property owners and commercial tenants alike with exceptional leasing and sales services. Ryan has worked with some of the largest developers and landlords in the Phoenix metropolitan area. He has provided tenant representation for several regional and nation tenants. Ryan’s dedication to his clients and willingness to work hard to achieve their goals is what sets him apart from other companies and individuals.If you are looking to buy, sell or lease (either as a landlord or a tenant) commercial property, call Ryan Leavitt at 602-810-0034 or send Ryan an email at ryan at sign ventanacommercial.com to discuss your real estate goals and how Ryan can help you to achieve your goals.
Canadian & U.S. Investment Adviser
Brian Wruk, Transition Financial Advisors Group, Inc., 20 West Juniper Avenue, Suite 101,Gilbert, Arizona 85233; phone: 480-722-941; fax: 480-812-2090.
Brian Wruk is a Certified Financial Planner™ specializing in Canadian residents making the transition to the US. His firm, Transition Financial Advisors, Inc., is a fee-only, comprehensive financial planning, investment management, and Canada/U.S. tax planning and preparation firm. A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP® designations and is a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners. For more about Brian and his company, see the firm’s website.
| Brian Wruk is the author of several books. If you are a Canadian thinking about living in the United States indefinitely or for an extended period of time, I recommend that you purchase Brian’s book called "A Canadian in America."
Brian wrote another book called "A Canadian Snowbird in America," which is a Canadian bestseller. Get this book if you intend to visit and live in the United States for only a part of each year. |
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Residential Real Estate Agent
Kathy Keyt, Coldwell Banker, telephone 602-329-5398. Kathy is married to my brother Norman Keyt. She is an excellent and very hard working residential realtor with many years of experience.
Landlord’s Attorney & Litigation Attorney
Norman C. Keyt, 3001 East Camelback, Suite 130, Phoenix, Arizona 85016; telephone 602-265-0273. Norm is my brother and an excellent business litigation attorney. He has had over 100 jury trials. Norm represents many landlords and does a lot of evictions, commercial and residential.
Life & Disability Insurance Agent
Melissa Ahearn, Northwestern Mutual, 2201 East Camelback Road, Suite 400, Phoenix, Arizona 85016; telephone 602-808-3406; email: melissa.ahearn at mfn.com; See the Northwestern Mutual website at www.nmfn.com.
Call Melissa if you need help in evaluating and implementing life insurance or disability insurance to fund a buy-out of an interest in a corporation, limited liability company or limited partnership. Northwestern Mutual is one of the most financially sound insurance companies that maintains the highest insurance industry ratings.
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