Anthony Joseph Plese, CPA

Senior Advisor
Year Joined

Business tax planning
Estate and trust
Business entity selection
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
Lambda Alpha International (LAI), Phoenix Chapter
Tempe Diablos
Northern Arizona University Foundation – Board of Directors
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 more than 30 years of experience in accounting, tax, and business consulting. Specializing in mergers and acquisitions, he helps clients evaluate advantages and disadvantages of combining companies and develops exit strategies. His tax strategies maximize business values and minimizes 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.

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