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Mary

Moorman

Tax Planning / Consulting / Accounting
Individualized Solutions for Professionals

A little bit about Mary

I help professional service providers with 1-3 owners save time, money and undue stress while managing their business and personal finances.   Professionals working with me benefit from my proactive, hands-on approach to understanding the unique needs of their firm and personal tax life.   I work to execute cash-maximizing strategies such as applying the tax law to the owner’s advantage, using debt wisely, enhancing operational efficiency, increasing revenues or funding retirement accounts.

I’ve worked exclusively with service-based professionals since 2006 and offer over 20 years of continuous, full-time experience in the finance arena, exceptional professional credentials and a Midwestern Work Ethic.

Certifications and Memberships

  • Current CPA license in Arizona
  • American Institute of CPAs (AICPA)
  • Arizona Society of CPAs (ASCPA)
  • American Payroll Association
  • Phoenix Tax Workshop
  • Certified QuickBooks® ProAdvisor

Education

  • Master of Taxation (MT), 2007 – Arizona State University, Magna Cum Laude
  • Master of Business Administration (MBA), 1997 – University of Phoenix, Summa Cum Laude
  • Bachelor of Science (BS)-Accountancy, 1987 – Arizona State University

Ways to get in touch