Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jeff Augenstein, EA, NTPI Fellow
Owner, Registered Representative, Tax Professional
(928) 527-3380
Being an owner of Northern Arizona Financial Services is a very rewarding experience. I find that because our clients appreciate the services we provide, they return year after year and we continue to expand through their referrals....
Linda Vasquez
Internal Bookkeeping, Accounts Receivable
(928) 527-3380
Hello – my name is Linda Vasquez and I started working for Northern Arizona Financial Services in 2006. After graduating from college, I began a career in accounting which I pursued for several years. I became interested in taxes...
Melissa Rainwater-Fleming, EA
Investment Adviser Representative, Tax Professional
(928) 527-3380
I began my career at Northern AZ Financial Services Co. as Jeff's assistant at the end of 2012, assisted in the office through 2013 and joined full time in 2014 during the height of 2013 tax preparation. Having the opportunity to work...
Patrick Fleming, EA
Owner, Chief Technology Officer
(928) 527-3380
I started my professional tax career in 1996 preparing 1995 tax returns. It was around this time that I first heard the term Enrolled Agent.
Roxanne Augenstein, EA, NTPI Fellow
Owner, Payroll and Sales Tax Specialist
(928) 527-3380
My husband Jeff and I started this business in 2003 with our business partner Patrick Fleming. I spent seven years doing taxes at a well-known tax preparation chain, and wanted to continue to provide expanded services year round with a ...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.