Anthony Joseph Plese, CPA

Senior Advisor
Year Joined

Business tax planning
Strategic planning
Mergers and acquisitions
Exit strategies
Ownership succession


Northern Arizona University, Bachelor of Science, Accounting
Golden Gate University, Master of Science, Taxation

Manufacturing, Distribution, Construction, Real Estate, Technology
Professional Affiliations

Certified Public Accountant - State of Arizona

Civic & Charitable Affiliations
Tempe Diablos - Life Member
Northern Arizona University Foundation – Past Board Member
Speaking Engagements
Panelist: Phoenix Business Journal, Exit Planning Roundtable, September 2019
Speaker: Business and Legal Implications, New Overtime and Worker Classification Regulations, November 2015
Speaker: Independent Contractor or Employee?, Tempe, AZ, April 2012
Speaker: Tax/Financial Statement Strategies, M&A Source Fall Conference, Phoenix, AZ, November 2011
Personal Interests
Skiing, golf, traveling, Arizona political campaigns, Pinetop, ASU sports
About Anthony

Anthony has over 30 years of experience in accounting, tax, and business consulting. As a Senior Advisor, he helps clients with tax strategies to maximize business values and minimize business and personal income tax liability. Through client education and collaboration, he provides comprehensive guidance regarding tax rates and elections. As a confidant, trusted advisor, and problem-solver, many of his client relationships span from business inception to succession planning. He is a life member and actively participates with the Tempe Diablos and served on the Board of Directors of Northern Arizona University Foundation for over 20 years.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.