We scored Surprise accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. We work with business owners, governments, nonprofits, and high-net-worth individuals in Surprise, AZ and nationwide. We serve clients across the Valley, statewide, and nationally. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. Contact our Surprise accounting firm by completing the form below. We are dedicated to ensuring customer satisfaction by providing precise accounting solutions.
Let us handle the numbers so you can focus on what matters most. With precision and care, we ensure your financial health is always a priority. Sandy used the resources of an organization called the CEO space to help three start-ups establish themselves and generate revenues.
- In the event that you sell in the future these items may add to the basis of the property.
- At CARON Enterprises, Sandy administered as the general manager and controlled all operations at the manufacturing site.
- Sandy has accumulated in-depth experience in strategic brand management, new product development, finance, retail operations, and marketing.
- Sandy performed the duties of Director of Finance at the Erie Management Group.
Business
We offer a broad range of services for business owners, executives, and independent professionals. In her professional career, expanding over 26 years, she has worked in multiple organizations in various capacities. Sandy performed the duties of Director of Finance at the Erie Management Group. She was responsible for financial planning and analysis and managed assets valued at over $80 million for a private investment company.
Later she found the tax professional status of Enrolled Agent and determined that was the next learning objective. Experience is very important as a tax professional, but it is is also imperative to keep current on the constantly changing tax laws. Through continuing education, professional forums, and publications, she fills her need for constant learning. She also loves learning all the tips and tricks of the QuickBooks Accounting software and keeps her ProAdvisor status current each year. She’s a bit of a workaholic but loves it when she can find tax solutions or resolutions for her clients. She has been married to her best friend since 1995 and together they have three beautiful and amazing children.
Returns We do
It is a federal certification governed by the IRS that allows me to represent tax clients up through the highest levels of the tax court. EAs are fast becoming the preferred professionals by IRS agents because we make tax our focus. I would like to take this opportunity to thank you for your skills as a CPA in helping me sell my company in the time frame I set for myself. To have everything ready for an acquisition to go smoothly is priceless. Your skills in operational advisory was just what I needed to get my company in line.
Robert Keys CPA
Sandy has accumulated in-depth experience in strategic brand management, new product development, finance, retail operations, and marketing. Sandy is a leader and can take ownership of any assignment through to completion and work effectively with people from different departments, companies, and customer organizations. Her skills and experience have enabled her to influence executives, key decision-makers, and highly technical resources.
Holtz Accounting Services, PLLC, is a CPA firm with a penchant for strategic accounting and business design. The company’s managing partner, Sandy Holtz, is an industry veteran with over 25 years of experience in public accounting and banking. She uses her expertise to help startups and small businesses achieve their development initiatives.
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This award is granted to enterprises that contribute to the economic growth, prosperity, and quality of life in North-Western Pennsylvania. I think it is important to shred documents that contain vital information such as account numbers, social security numbers, amounts, statements, tax returns and other important documents. The things you should keep indefinitely include payments made to the IRS because if you are ever accused of not paying you have proof of payment. Also, you should keep receipts for improvements to property. In the event that you sell in the future these items may add to the basis of the property.
How much do accountants charge?
We strive to build lasting relationships founded on trust and transparency. With a keen eye for detail and a flexible approach, we adapt to your unique needs. Expect to pay $150 to $1,800+ for tax prep, $2,000 to $25,000+ for auditing, and $200 to $1,000 per month for bookkeeping, depending on your business size and needs. Request free consultations and compare detailed estimates before hiring. She is highly professional while maintaining a pleasant attitude.
Most small businesses need both bookkeeping and higher-level accounting. A single accountant can provide both services, or you can hire a separate bookkeeper. If hiring both, ensure they communicate and regularly share data. Sandy Holtz is an award-winning Certified Public Accountant (CPA) with more than 26 years of experience in the industry, public accounting, and banking.
The firm of Adam T. Cary, CPA is an accounting and tax consultation business located in Peoria, Arizona, that can also provide many financial services to clients in the surrounding regions. The owner of the business, Adam Cary, has over twenty years of experience and is a graduate of Grand Canyon University. He specializes in working with small and medium-sized businesses as well as individuals. He works to provide high-quality services to his clients and to help them meet their long-term financial goals. Some of the services they offer include tax management, tax preparation, bookkeeping, litigation support, payroll services, and more.
He hopes that the work he does here will help him learn how to maintain financial stability as he goes on to University studies and beyond. In his spare time, Luke likes to work out, hang out with his friends, and play games either online or in person. She has over 19 years of experience in Accounting, Bookkeeping, Payroll, and Human Resources. Jennifer started working here in July 2017 as a Full Charge Bookkeeper after having worked with Trudy for 2 years in a previous job. Ask questions, confirm their availability, and hire the right therapist when you’re ready. Asking the below questions and choose an accountant who answers you promptly and clearly.
- The firm supports a variety of industries, such as trucking, e-commerce, real estate, and non-profits.
- With her experience and talent, she converts those ideas into a viable, sustainable, and profitable infrastructure.
- Trudy fell in love with accounting in high school when she took bookkeeping and computer, software classes.
- She created two companies, Holtz Accounting Services, LLC and Avatar Transportation and Tours, LLC., and both are generating profit.
- When the SBDC gave me their analysis of where I was at I was totally overwhelmed with everything they told me I needed to do, before I could sell my company.
It was such a joy to surprise accounting services watch how the staff looked forward to our meetings and working with you one on one. You have such a caring, understanding and communicative personality and with that can do attitude that was contagious. Accounting and CFO services are the foundation of all successful companies. We specialize in accounting services which align our clients with strategic insight, creating continuous profitable growth.
Our services are fully remote, so there’s no need for in-person meetings. Luke is a college sophomore student attending Estrella Mountain Community College, focusing on Engineering studies. He has been working with his mother since June of 2019 and has taken on the role of Office Administrator for Total Accounting for Small Businesses.
They help with bookkeeping, budgeting, financial statement preparation, handling accounts payable and receivable, and reconciliation. Other services of the firm include data analytics, business formation, IT consulting, and fractional CFO. It extends assistance to clients in the Middle East, North America, South America, Asia Pacific, and Europe.
Its accountants and tax consultants use a variety of platforms like Xero, Wave, and QuickBooks. They manage the financial affairs of finance and technology companies, such as PayPal, Chase, and Goodman Sachs. George Dimov, the firm’s owner, is a CPA with over 15 years of accounting and consulting experience. NSKT Global collaborates with businesses throughout the Surprise community. Its certified public accountants guide clients in making informed decisions when it comes to the financial aspects of their businesses.