Tag: tax

Wallace Plese + Dreher Announces Partners

Categories: News

Wallace Plese + Dreher named Leslie Prichard, CPA and Allison Lynn Dozbaba, CPA as partners, bringing the total number of Firm partners to 15. In 2016, Leslie joined the Firm as an Audit Manager and Allison as a Tax Manager. In 2017, both were promoted to senior managers.

Read More »

Worried About Serving as a Trustee?

Categories: News

Have you been named trustee or successor trustee for someone’s trust? Do you know your responsibilities as a trustee? Initially, you act only when the person, called the grantor, is unable to manage their financial affairs.

Read More »

Beware of Ghost Tax Return Preparers

Categories: News

The Arizona Department of Revenue (ADOR) advises taxpayers they should avoid “ghost” tax return preparers. A ghost preparer is paid to prepare a tax return, but does not sign it or include necessary information. ADOR warns taxpayers to be aware they may be a part of a scam if a preparer will not place their name on the tax return.

Read More »

Padding Tax Deductions | Gambling with the IRS

Categories: News

Consequences of padding tax deductions is serious and you are gambling with the IRS. Benjamin Franklin said, “In this world, nothing can be said to be certain, except death and taxes.” With that in mind, it is best to be prepared, at least financially, for taxes and tax season each year.

Read More »

New Partner Announcement | Christopher T. Coots, CPA, PFS™, J.D.

Categories: News

Effective January 1, 2019, Christopher T. Coots, CPA, PFS™, J.D. was promoted to Partner, Scottsdale, AZ, bringing Wallace Plese + Dreher’s (WP+D) total number of partners to 13.
With over 20 years of professional accounting experience, Chris provides comprehensive tax planning and consulting services to individuals, partnerships, corporations, estates and trusts. He serves clients in a variety of industries, including technology, health care, manufacturing, and real estate. Working with privately-held businesses and their owners, he develops tax plans maximizing cash flow and minimizing tax liabilities. His hands-on collaborative approach effectively and efficiently guides clients on diverse business matters.

Read More »