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About

Concierge Consulting & Accounting, PLLC provides CPA accounting and tax services for clients in Paradise Valley, Arizona, with remote service available. The firm works with small businesses, high-net-worth individuals, and nonprofits, supporting clients across business stages from startup through growth and wind down.

Its services include accounting advisory, monthly bookkeeping, tax planning, tax services, and help with IRS notices and audits. Source materials also describe attestation, tax return preparation, business advisory, financial statement preparation, cash flow forecasting, budgeting, and financial planning.

The firm notes experience with industries such as real estate, hospitality, nonprofits, and health and beauty. QuickBooks is listed among its software tools, and the firm describes a personalized approach to helping clients organize records, plan taxes, and manage accounting needs.

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Services

Accounting services

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CPA accounting advisory

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Bookkeeping services

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Monthly bookkeeping

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IRS notice and audit help

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Tax planning

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Tax services

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Languages

English

Service areas

Cave CreekFountain HillsParadise Valley, AZPeoriaArizona

Credentials

CPA

Client types

Client types
Small businessesHigh-net-worth individualsNonprofits
Industries
Real estatehospitalityNonprofitshealth and beauty

Software tools

QuickBooks