Our Services

We help you assess if your planned strategic goals will yield those profits you intend to generate; value chain and cost accounting are most utilized methodologies to reach such assessments. We also, assist your company in insuring that your current stated returns are based on GAAP Accounting practices, OCBOA and Modified GAAP statements. Accounting and CFO services are the foundation of all successful companies.

• Pay anyone in the U.S. from your credit card companies to your pizza service.
• Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
• NSKT Global collaborates with businesses throughout the Surprise community.
• Sandy has won multiple awards and accolades from the Erie County Economic Development Corporation for her efforts in creating significant job prospects through capital investment.
• She uses her expertise to help startups and small businesses achieve their development initiatives.

Welcome to Paramount Tax & Accounting Glendale North (formerly Tax Planning Services)

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.

holtz@holtzaccounting.com

We are very experienced and dedicated to providing our clients the best service in all areas of accounting, bookkeeping and consulting. Paramount Tax & Accounting Glendale North (formerly Tax Planning Services) provides professional tax services to Surprise, AZ residents. We are a full tax and accountingbookkeeping business that utilizes licensed professionals to provide value to individuals and businesses, within Surprise and beyond, through a broad range of accountingbookkeeping services. Through dedication to the three underlying principles of professionalism, responsiveness, and quality, Paramount Tax & Accounting Glendale North (formerly Tax Planning Services) is committed to providing outstanding service to our clients.

Threelyn Accounting LLC – IRS Enrolled Agent

• While attest services such as audits, surprise custody exams and Global Investment Performance Standards (GIPS®) engagements are paramount to RIAs, so are tax-saving and business planning ideas.
• Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.
• Certain investment advisers registered with the SEC and deemed to have custody of client assets are required to engage a CPA firm, registered with and subject to regular inspection by the PCAOB, for the purpose of conducting an annual surprise custody exam.
• Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients.
• Sandy Holtz is an award-winning Certified Public Accountant (CPA) with more than 26 years of experience in the industry, public accounting, and banking.

QuickBooks can help you create reports that have meaning to you! It’s easy to learn and the level of detail can grow with your business needs. The number one rule of accounting is the level of detail you put in, is the level of detail you can get out. Experts for wealth management, estate planning, elderly care & investment tax services. Receive insights from our team of investment industry services specialists directly to your inbox as they go live in our online Knowledge Center. The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer.

Our Industry Expertise

You were great with the staff, getting our operations ship shape and making the financial statements reflective on how our business really was doing. I know the inventory was a bit of a challenge getting the month end cut off correct. It was such a joy to watch how the staff looked forward to our meetings and working with you one on one.

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. Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

Linda Rozet, CPA

From its extension of Tax Cuts & Jobs Act provisions, to modifications of other tax laws and the addition of entirely new provisions, the OBBBA will affect businesses, individuals and even international taxpayers. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry. We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. QuickBooks will create a balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S.

Hockett Tax & Tax Resolution

At CARON Enterprises, Sandy administered as the general manager and controlled all operations at the manufacturing site. For Trost Sheet Metal, Inc., Sandy fulfilled the duties of a controller and supervised the profit and loss (P&L) reporting to the board members. Sandy also founded the surprise accounting services Hangers Cleaners, which employs green technology in the dry-cleaning industry (liquid CO2). If you are filing personal taxes or you own a business in Surprise, AZ and are not already using a professional tax and accountingand bookkeeping service, you have most likely missed out on major tax benefits, deductions, and credits.

Business Taxes

Sandy can produce results within a structured environment yet has the unique ability to listen and look at things from an entrepreneurial perspective. With her experience and talent, she converts those ideas into a viable, sustainable, and profitable infrastructure. We can easily answer all of these questions and complete the initial setup and installation in a timely manner. In addition, we can train your accounting employees on the software to enhance their performance. Business services to include incorporation, accounting, bookkeepingbookkeeping & payroll. Reconciling your business checking and credit card accounts each month allow us to keep your bank account, accounting, and taxes up-to-date by organizing your income and expenses in the proper tax categories.

Its team also provides assistance with tax concerns, wealth management, business valuation, and audit and assurance. For the past six years, Landmark is among the top five firms in the area according to the Northwest Arkansas Business Journal. Its team actively supports various local organizations such as the Arkansas Arts Center. Holtz Accounting Services offers a broad range of services for business owners, executives, and other professionals throughout Scottsdale and surrounding cities in Arizona.

Then we’ll fix the discrepancies so your books are always accurate and kept in tip top shape. A Profit and Loss Statement, is an itemized list of all your revenues, cost of goods sold and operating expenses to come up with a profit or loss for the period. List your CPA or accounting business on the most comprehensive accounting directory in the USA.