The Right Balance For You Financial Ease of Mind Achieving Balance in Business

The Right Balance For You

Financial Ease of Mind

Achieving Balance in Business

Welcome to XZ CPA PLC.

We are a small public accounting firm located in the Desert Ridge area of Phoenix, AZ. We provide tax, accounting and consulting services to successful businesses, their owners, and independent professionals in Phoenix, Scottsdale, and neighboring cities and areas. We are professional, personal and responsive.

We specialize in small businesses and S-corporations, rental properties, and business consulting to minimize your tax burden. Our clientele includes professional services such as attorneys, doctors, dentists, wholesale/retail, gas stations, construction, contractors, and service industry businesses such as restaurants, pool services, salons, etc. We also prepare fiduciary tax returns form 1041 for trusts and estates.

In addition to business, individual and trust/estate tax preparation, we offer a monthly accounting service, which includes bookkeeping, sales tax preparation, and payroll service. Our rate is only a fraction of what you would pay someone in-house to perform these tasks.

We also help with back taxes, IRS letters, notices, office in compromise (OIC), and tax audits. In some cases, we may be able to help you waive thousands of dollars in penalties assessed by the IRS.

Thank you for your interest in our firm. We are looking for open, honest and responsive clients with whom we can build a lasting collaborative partnership, where we can share challenges and find success.

Thank you for visiting our website. We look forward to serving your tax and accounting needs. When you are ready to learn more about what we can do for you, we encourage you to give us a call at 602-296-4808.


“I have used XZ CPA for several years. Shelly and her staff are extremely thorough and detail-oriented, returns are triple checked. More than that, Shelly treated my tax return with the time and attention she would treat her own, sharing the decision making process and tax law along the way for anything that may have changed on my return. She researches new tax codes and laws and even hosts informational sessions to keep her clients abreast of all the changes.” – Henry D., Real estate investor, Yelp Review

“Highly recommend for any small business looking for Tax preparation, accounting and payroll. Shelly and her staff are very knowledgeable on all aspects of what is needed to set up a small business in all areas including types of corporations that best fits your needs. A very affordable solution to keep you business in compliance with State and Federal taxes. My small business has never run so smoothly since I turned over my accounting, payroll, sales tax and Federal/State Income tax preparations to XZ CPA PLC. Services rendered are a fraction of the cost compared to others that I interviewed and results are top notch.” – Rick P., business owner, Yelp review

“Highly recommend. Have been using Shelly for several years and am very happy. She is knowledgeable, fast, and has great advice. I have recommended her to all my friends.” Jeff Z., attorney, Yelp review

“Have been using their payroll service for over three years now. They are easy to communicate, respond to requests right away, reliable, and charge at a reasonable fee. Would recommend.” Rita C, Business owner, Google review

And more….

Filing Your Own Taxes

If you just have one or two W-2s and have a simple tax return to file, we recommend that you file it on your own to save money. The link below is an independent tax software provider that is not related to us. You can pay $25 to file your own federal and state taxes.

Click Here to File Your Taxes Online!