As a boutique firm, our mission is to be your trusted partner in success by delivering clarity, expertise, and personal service. Whether you are an individual planning for the future or a business entity such as an LLC, S Corp, C Corp, or Trust, our goal is to provide tailored support along with accurate, reliable accounting services. We specialize in bookkeeping, payroll, financial planning, and tax preparation to ensure that the accounting and tax filing process is easy and stress-free for our clients.
From smart financial planning and accounting services to bookkeeping, payroll, and tax preparation, we make managing your finances simpler and less stressful. No matter the situation, we'll guide you with clear advice and strategies designed to help you keep more of what you've earned.
See case studies below!
1904 West Parkside Lane Suite 200, Phoenix, Arizona 85027, United States
480-848-7360 angelina@roadrunner-tax.com Angelina Schmitz, EA
Mon | 08:00 am – 03:00 am | |
Tue | Closed | |
Wed | 08:00 am – 03:00 am | |
Thu | 08:00 am – 03:00 am | |
Fri | 08:00 am – 03:00 am | |
Sat | Closed | |
Sun | Closed |
"Maxine" came to us because she didn't understand why her taxes were so high. She was "barely" making a profit in her new business to support herself. We were able to help her understand that, in her case, converting her LLC to an S Corporation would maximize her tax savings. For compliance, we put her on a salary, set up an accountable plan for her home office, and we tax plan to maximize her retirement contributions.
An established contractor came to us with an IRS letter showing they wanted a full audit of their books for the business. We helped him compile the required documents such as bank statements, loan statements, purchase documents, bank reconciliation as well as organize the receipts he had. Since he kept very good records we were able to show that he didn't take enough deductions and he received an refund of just over $20k. He is now a weekly bookkeeping client.
"Pam" wanted to help her husband "Ron" in their business by doing the invoicing and bill paying. She tried to use Quickbooks' online to do these tasks but because she didn't fully understand accounting or the program she called us for help. In one hour she received specific training for her business, her chart of accounts got set up properly, and she was trained on how to use the program. She really enjoys what's she's doing so we are on retainer for any questions she has as well as year end review before the books go to their tax preparer.
"Joe" left his job and started his own service business. He contacted us because a company was requesting his W9 form. He didn't like giving out his personal information so he called us to see what his options were. We were able to guide him through setting up an LLC, obtain his EIN as well as register for his business license. We now do his accounting quarterly which makes it easy for us to help him maximize his tax deductions.
Missed filing your taxes? If you are like "Jim" and are behind on filing your taxes for several years - not to mention your bookkeeping hasn't even been done - we can help! "Jim" had 3 years of bookkeeping to be done and 3 years of tax filings. We love these types of projects! We were able to get him caught up, file his taxes, tax plan for the upcoming tax year and he is now a monthly client.
"Patrick and Lisa" have a great business and as it was growing so was their tax bill. They contacted us to see what they could do and were wandering if they were missing deductions somewhere. During the interview we learned that they had 3 children ages 5,10, and 13. The 13 year old loved to help "Patrick" during the summer. We were able to help them add the 13 year old to the payroll and explained the rules for compliance and documentation. That first year they were able to expense an additional $10k.
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