Tax Planning

Tax planning is integral to maximizing & managing your wealth & to minimize tax liability. The key to wealth management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future.

Tax Preparation

We handle tax preparation for the individual and small business. It’s not just about this year’s return, either. We do tax planning so you can keep and build your wealth in the long run. We will look at the current year and forecast into the next so you can feel confident that your money is being handled in the smartest way possible.

Budgeting

Budgeting is crucial to a healthy financial life. It allows you to look at your monthly income & create a clear plan of where your money will be spent. Whether you’re planning to pay down your debt, tame your spending on groceries every month or save for retirement, budgeting will help you achieve your financial goals faster.

Personal Financial Statements

A Personal Financial Statement is a snapshot of your financial position at a specific point in time. It lists your assets (what you own) & your liabilities (what you owe) as well as your net worth. Do you need help preparing a personal financial statement?

Financial Education

Financial literacy is the ability to understand and make use of a variety of financial skills, including personal financial management, budgeting as well as investing. Comprehension of certain financial principles and concepts such as the time value of money, compound interest, managing debt are practical application in everyday life.

Excel Education

Spreadsheets AKA Excel are really common ways that businesses use to document their data or keep record of business related information. If your looking to learn from scratch or need a refresher, Teddy Accounting has got your back.

Small Business Book Keeping

Bookkeeping is the process of recording your business’s financial transactions so that you know exactly how much you’re making & where your money is going. It’s foundational to running a profitable business. You’ll have a hard time finding ways to expand profitability if you don’t know how much you’re making or where it’s going.

CFO Services

Taddy Accounting provides management accounting solutions for your small, new, or growing business. CFO services are structured to relieve pain, save time, provide insight and free you up so you can get back to business.

Payroll

Taddy Accounting provides payroll services such as payroll processing, bookkeeping & Human Resource Management, tax deposits & filing, direct deposit & check signing & stuffing. Avoid costly payroll mistakes while Simplifying your payroll with Taddy Accounting.

Josh Taddy

Founder & CEO Taddy Accounting LLC

Since struggling in the past with my own finances, I know how it feels to need assistance and education in order to achieve better financial health. With a Bachelors Degree in Accounting and Finance and years of accounting experience in various industries, I have gained the knowledge I need in order to help you achieve your financial goals.

My mission for Taddy Accounting is to be your go-to resource for tax prep & planning, financial education, and bookkeeping services. I am here to help and strive to provide outstanding customer service, to be there for you & answer your questions as they arise. Contact me today to get started on your path to financial freedom.

The benefits of Hiring an Accountant

identifyng mistakes & Avoiding Pitfalls

Math and Spelling errors are one of the most common mistakes. Ranging from simple addition & subtraction to more complex calculations. An Accountant has a trained eye for this.

the knowledge to find solutions

Everyones financial situations is unique. This requires a unique solution for each client & an accountant is not only trained for this, they are also informed of changes in tax laws.

learn how to manage your money

Create a plan to reduce debt, or maximize your investments. Create a budget to pay off debt, save for a down payment, or plan for retirement.

learn how to increase your income

One bonus to having an accountant is sometimes there are ways to earn more that you just don’t know about yet. An accountant can help identify these.

What our clients are saying…

Working with Taddy Accounting was easy and informative. I had lots of questions as I had been using TurboTax for years. Josh answered them all. Highly recommend.

Chelsea O.

This was my first year not using Turbo Tax for my taxes and Taddy Accounting could not have made it easier. Josh is very knowledgeable, professional and efficient. I have no doubt in my mind that my taxes were completed accurately and will use his services from now on. Thank you Taddy Accounting for making tax season stress free!

Shannon S.

Taddy Accounting did a great job with my taxes. They are not simple, but Josh took the time to carefully review everything, ask questions, follow up, and explained everything to me before submitting my taxes. He was very professional and I will absolutely be using his services in the future.

Sarah S

Contact Us

750 West Baseline Rd Tempe AZ 85283

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