Business Details
Trusted Accounting and Tax Services in Phoenix
Karpinski Berry & Adler has been serving clients in the Phoenix Metro Area for many years. Our firm provides tailored financial solutions for individuals, corporations, partnerships, trusts, estates, and sole proprietors. With expertise in tax, accounting, business planning, and estate planning, we prioritize delivering professional service that meets each client's unique needs. Our team collaborates with the Business Advisory Service network to offer comprehensive support for businesses. We focus on cost-effective service delivery while maintaining deep industry knowledge in areas like healthcare, construction, and tax controversy representation. Services
Tax Preparation
Financial Statements
Estate Planning
Business Consulting
Payroll Services
Highlights and features
- Our team includes CPAs with over 35 years of industry experience
- We specialize in healthcare, construction, and tax controversy representation
- Personalized service adapted to each client's specific needs
- Cost-effective solutions through our Business Advisory Service network
- Proven strategies for IRS tax penalty abatement
Services
Business Financial Statement Preparation
We prepare compiled or reviewed financial statements that ensure accurate business operations. Our services help maintain organized records for daily efficiency and strategic decision-making. Clients receive timely, precise financial information to support business growth and compliance.
Business Tax Return Preparation
Specializing in tax strategies for sole proprietorships, partnerships, LLCs, and corporations. Our team leverages new tax laws to optimize returns while ensuring compliance. We also assist with IRS representation and penalty abatement strategies.
Estate Planning
We create irrevocable trusts, living trusts, and gifting strategies for asset protection. Our services ensure business continuity for owners while minimizing tax liabilities during asset transfers to beneficiaries.
Business Consulting
We provide entity selection guidance, merger/acquisition analysis, and cash flow management. Our consultants help identify profitability issues and develop practical solutions for business growth and operational efficiency.
IRS Representation
Our experts handle federal and state tax controversies, including audit representation. We develop strategies to resolve IRS disputes and recover penalties, particularly for partnership filing issues.
People
Richard Karpinski
Emeritus Managing Partner
CPA with 50+ years of experience in tax and accounting services. Advised multinational corporations and small businesses on audits, estate planning, and operations. Graduated from University of Arizona in 1968.
Mitchell R. Adler
Partner
35+ years in tax planning and business consulting. Specializes in estate planning and IRS representation. Holds Masters in Taxation from Golden Gate University. Member of AICPA and ASCPA.
Jason Bernstein
Partner
20+ years serving small to mid-sized businesses. Former senior tax director at RSM McGladrey. Expertise in healthcare industry tax compliance. Certified Arizona CPA since 1998.
Spencer Bunn
Partner
Specializes in construction and cannabis industry tax issues. Experienced in federal tax disputes and IRS compliance. Member of Arizona Society of CPAs and AICPA since 2008.
Michael R. Houlihan
Manager
Certified CPA with expertise in tax and accounting services. Provides strategic financial guidance to Phoenix-area businesses. Available for personalized consultations during office hours.
Questions
What accounting services do you offer?
We provide financial statement preparation, bookkeeping, cash flow analysis, and QuickBooks advisory services for businesses of all sizes.
Do you handle tax preparation for businesses?
Yes, we prepare tax returns for sole proprietorships, partnerships, LLCs, and corporations while implementing tax-saving strategies.
Can you help with estate planning?
We offer comprehensive estate planning including trusts, gifting strategies, and business succession planning to protect your assets.
What industries do you specialize in?
We specialize in healthcare, construction, cannabis, and professional services industries with tailored tax and accounting solutions.
Are you available for tax penalty abatement?
Yes, we have proven strategies to help clients recover late filing penalties for partnership tax returns.
