Business Details
Expert Accounting & Audit Services in Phoenix, AZ
At Metz CPA, we pride ourselves on delivering exceptional accounting and financial services rooted in three core principles: integrity, expertise, and client-focused solutions. Our team of certified professionals brings decades of combined experience in public accounting, specializing in audits, tax planning, and business advisory services. We serve a diverse clientele, including small businesses, non-profits, and mortgage industry entities, with tailored strategies to optimize financial health. Our commitment to transparency ensures clients receive accurate, compliant reporting while maximizing tax efficiency.With offices in Phoenix, Milwaukee, and New York, we combine local market knowledge with national standards of excellence. Our CPAs hold advanced certifications in areas like qualified retirement plans and state and local tax, enabling comprehensive service delivery. We prioritize proactive communication, offering free consultations to address client needs before challenges arise. From cash flow management to succession planning, our goal is to empower businesses and individuals to achieve long-term financial success through personalized guidance.
Services
Audit Services
Tax Preparation
Payroll Solutions
Part-Time CFO
Business Valuation
Succession Planning
Cash Flow Management
Internal Controls Assessment
Highlights and features
- We offer decades of combined experience in public accounting and tax advisory.
- Our team includes CPAs with specialized certifications in retirement plans and SALT tax.
- We provide personalized financial strategies tailored to each client's unique needs.
- Our proactive approach prevents cash flow crises and optimizes tax efficiency.
- We maintain transparency with no hidden fees across all services.
Services
Audit Services
Our CPA audit services provide the highest level of financial statement assurance through comprehensive analysis of internal controls, third-party verification, and regulatory compliance checks. We serve public companies, non-profits, and businesses requiring audits for financing or grant requirements. Our process includes inventory inspections, transaction testing, and detailed reporting to ensure accurate financial disclosures.
Tax Preparation
We offer complete federal and state tax preparation for individuals and businesses, focusing on maximizing deductions while maintaining compliance. Our CPAs develop customized tax strategies to reduce liabilities and optimize after-tax income. Services include audit support, tax return preparation, and year-round planning to address evolving financial situations and regulatory changes.
Part-Time CFO
Our Part-Time CFO service delivers strategic financial leadership to growing businesses without full-time executive costs. We provide cash flow analysis, budgeting guidance, and operational efficiency recommendations. This service includes regular financial reporting reviews and advisory sessions to align financial decisions with long-term business objectives.
Business Valuation
We conduct detailed business valuations for mergers, acquisitions, or succession planning purposes. Our analysis considers market conditions, financial performance, and asset valuations to determine accurate business worth. This service helps owners make informed decisions about sales, partnerships, or capital investments.
Internal Controls
Our internal control assessments evaluate operational efficiency and risk management practices. We analyze accounting procedures, segregation of duties, and fraud prevention measures, then recommend improvements to strengthen financial governance. This service helps businesses maintain accurate records and reduce operational vulnerabilities.
People
John S. Metz
Founder
John S. Metz established Metz CPA with over 30 years of public accounting experience. He specializes in audit engagements for mortgage industry clients and non-profits, bringing expertise in regulatory compliance and financial reporting standards.
Travis P. Jack
CPA, QKA
Travis P. Jack holds certifications in qualified retirement plans and provides specialized audit services for employee benefit plans. With 15 years in public accounting, he focuses on retirement plan compliance and fiduciary responsibility assessments.
William Blake Markee
CPA, MSPA, SALT
William Blake Markee specializes in state and local tax matters, with expertise in multi-jurisdictional tax compliance. His 20-year career includes complex tax planning strategies for businesses operating across state lines.
Questions
What accounting services does Metz CPA offer?
We provide audit services, tax preparation, payroll solutions, part-time CFO services, business valuations, and internal control assessments for businesses and individuals.
Do you specialize in specific industries?
Yes, we specialize in real estate, mortgage lending, non-profits, and employee benefit plan audits, with expertise in state and local tax compliance.
How do your audit services differ from other firms?
Our audits include third-party verification, inventory inspections, and detailed regulatory compliance checks, providing the highest level of financial statement assurance.
Can you assist with business succession planning?
Yes, we develop customized succession plans to ensure smooth transitions for family businesses and organizations preparing leadership changes.
What tax planning strategies do you offer?
We create strategies to minimize tax liabilities through deductions optimization, retirement planning, and multi-state tax compliance management.
