Our Story
AZ Southwest CPA Services, PLLC was founded by Thomas Rooney, CPA, with the vision of empowering individuals and businesses to build sustainable futures through financial accountability and resource management. With over 40 years of experience, Thom built the firm on the belief that every client has unique accounting and tax needs, and that exceptional service is paramount.
Our Approach
We recognize that each individual and business is different. That's why we take the time to understand your unique needs and circumstances. We work collaboratively to create tailored accounting and tax solutions that align with your specific goals and aspirations. Our team of qualified professionals will work with you every step of the way, providing personalized guidance and support.
Tax Planning & Preparation
- Comprehensive tax planning and preparation for individuals and businesses
- Expertise in multi-state income tax filings
- Tax strategies and optimization for optimal financial outcomes
Accounting & Bookkeeping
- Comprehensive accounting and bookkeeping services
- Setting up and training clients on preferred financial systems like QuickBooks
- Ongoing outsourced bookkeeping support
Business Services
- Business valuations and financial consulting
- Business workout and recapitalization planning
- Assistance with legal, insurance, and investment matters
Personal Services
- Estate planning and coordination with attorneys
- Fiduciary and court-format accounting services
- Consulting on choosing the right business structure
Our Team
Led by founder and managing member Thomas Rooney, CPA, our team of experienced professionals is dedicated to exceeding your expectations. We are passionate about building lasting relationships and helping our clients achieve financial success.
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