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.
Northern Arizona Financial Services Co was founded in May of 2003 by myself, my wife Roxanne and our business partner Patrick Fleming. Our business has experienced growth in many different areas such as: tax preparation, tax representation, tax planning and financial services offered through HD Vest.
I became a tax professional in 1996 preparing 1995 tax returns. I furthered my career in 2002 by passing the Enrolled Agents Exam and becoming an Enrolled Agent. Over the years, I have achieved many other accomplishments to further my professional career. I obtained my licensing in the financial services field and registered with HD Vest so that I could offer a greater range of services to our clientèle.
I have attended some of the top tax seminars in the country including becoming a graduate of NTPI (The National Tax Practice Institute). This has allowed me to develop and teach many classes on such topics as: foreign tax issues, capital gains and losses, sales taxes, employment taxes, and employee vs contractor. Teaching has been very rewarding as it allows me to pass on a vast array of knowledge to others.
One accomplishment that has provided me with a vast array of opportunities through the years is serving on the board of the Arizona Society of Enrolled Agents. I have served on the board since 2004, and served as president from 2014-2016. Being a member of the board has given me the opportunity to participate in events such as the National Fly In Day in Washington D.C. and to interact with National Legislators to talk about tax policies.
I feel that one of the more valuable financial planning tools is a competent tax professional. A competent tax professional, like an EA, sets the stage for solid financial advice when considering such things as: when to buy a house, what investments to make, and when to sell valuable assets. Beyond those situations, estate planning and providing services in areas of taxation that few tax professionals really know about is very rewarding. I also believe that people who have tax problems are entitled to, and deserve, representation. Over the years no case has been too big or too small for us to tackle. We work very hard as a team to solve taxpayer problems.
Our office is very unique in the aspect that all of the tax professionals in our office are Enrolled Agents. We take that designation very seriously and are very proud of it. By having so many Enrolled Agents in one place, we are able to provide an expertise that is far beyond the average tax office. I can honestly say that we look forward to many many years of further growth and opportunities.