Business Details
39 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Tempe, AZ
At Cobb CPA, we empower growth-focused business owners to build highly profitable companies through strategic accounting, tax planning, and financial advisory services. With over three decades of combined experience, our team of certified professionals delivers tailored solutions that align with your vision and values. We prioritize collaboration, expert guidance, and continuous learning to ensure your financial success. Our approach integrates accounting, tax compliance, and business strategy to create actionable plans that drive measurable results.Trusted by entrepreneurs in Tempe, Phoenix, and beyond, we combine technical expertise with personalized service to help clients navigate complex financial landscapes. From day-to-day accounting to long-term wealth management, we are committed to transparency, ethical practices, and exceptional client support.
Services
Tax Planning
Financial Planning
Accounting Services
Wealth Management
Business Advisory
Details
- Year established: 1987
Highlights and features
- We offer 30+ years of experience in accounting and tax strategy.
- Our team provides personalized financial planning tailored to your business goals.
- We prioritize proactive tax planning to minimize liabilities year-round.
- Our clients value our transparent, collaborative approach to financial management.
- We combine technical expertise with actionable business advice for measurable results.
Associations and certifications
- CPA
- CGMA
What people say
Proactive tax planning
Personalized financial advice
Expert accounting support
Collaborative approach
Measurable business growth
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to your business structure and goals. We analyze financial activities year-round to identify deductions, credits, and compliance opportunities while aligning tax decisions with long-term business objectives. Clients benefit from expert guidance on evolving tax laws and personalized reporting to ensure informed financial decisions.
Financial Planning
We develop customized financial plans that integrate business growth with personal wealth goals. Our approach includes retirement planning, investment strategy, and cash flow management to build sustainable wealth for entrepreneurs. By aligning business performance metrics with personal financial milestones, we help clients achieve both professional success and personal financial security.
Accounting Services
Our comprehensive accounting solutions cover daily financial operations, payroll processing, and financial statement preparation. We implement cloud-based systems for real-time reporting and offer training to streamline your accounting processes. Clients receive accurate, timely financial data to support strategic decision-making and regulatory compliance.
Business Advisory
We provide actionable insights to improve business performance through operational analysis and financial benchmarking. Our advisory services include workflow optimization, budget forecasting, and growth strategy development. Clients gain a trusted partner to navigate challenges and capitalize on opportunities for sustainable expansion.
Wealth Management
Our wealth management services focus on growing and preserving assets through tailored investment strategies. We help high-net-worth individuals and business owners create diversified portfolios aligned with risk tolerance and long-term goals. Comprehensive estate planning and succession strategies ensure financial legacy protection.
People
Tracy Cobb
CPA, PFP, CGMA
With 35+ years of experience, Tracy Cobb specializes in strategic tax planning and business advisory services. He founded Cobb CPA to help entrepreneurs build profitable, sustainable businesses through data-driven financial solutions.
Robert Raimondo
Financial Advisor
Robert Raimondo brings 15+ years of expertise in wealth management and estate planning. His background in law and finance enables holistic strategies that align business success with personal financial goals.
Debi Cobb
Accountant
Debi Cobb specializes in QuickBooks training and small business accounting. With 25+ years of experience, she helps business owners streamline financial operations and maintain accurate, actionable records.
Fred Gabriel
CPA
Fred Gabriel offers 30+ years of auditing and tax compliance expertise. He focuses on keeping clients updated with evolving tax laws while implementing strategies to minimize liabilities and maximize growth.
Sue Effhauser
Accountant
Sue Effhauser specializes in payroll processing and sales tax reporting. With 20+ years at Cobb CPA, she provides technical expertise to ensure clients maintain compliance with state and federal regulations.
Questions
What accounting services does Cobb CPA offer?
We provide full-cycle accounting, tax planning, financial reporting, and business advisory services tailored to growth-focused entrepreneurs.
How does Cobb CPA approach tax planning?
We focus on year-round tax strategy to minimize liabilities, leveraging proactive planning and compliance expertise for businesses and individuals.
Do you work with small businesses or large corporations?
We specialize in serving small to mid-sized businesses and high-income individuals seeking strategic financial guidance.
Can Cobb CPA help with financial forecasting?
Yes, we offer cash flow analysis, budgeting, and forecasting to support data-driven business decisions and long-term growth.
What sets Cobb CPA apart from other firms?
Our client-centric approach combines technical expertise, personalized service, and a commitment to understanding your unique business goals.
