Master Accounting and Tax Service

CFO Tax Bookkeeping Accounting Payroll Experts We are a boutique father-and-son accounting firm based in Phoenix with over 25 years of individual tax and business advisory experience. Technology-Driven and Expert-Led. We specialize in helping individuals and business owners optimize their finances and taxes to help provide peace of mind and help them reach their goals. We go beyond accounting—our monthly CFO advisory services provide real-time financial insights, cash flow optimization, and tax-saving strategies so you can make smarter decisions, grow faster, and keep more of what you earn.

At Fortified Financials, we help values-driven businesses turn financial chaos into clarity—with trustworthy accounting, streamlined payroll, and strategic advisory support designed for growth. We specialize in working with established companies earning $1M–$5M in annual revenue who are ready to elevate their back-office systems without losing their personal touch. Whether you're dealing with messy books, a payroll provider that’s dropping the ball, or big-picture financial decisions that keep you up at night—we’re here to bring peace, structure, and smart solutions to the table. We blend 20+ years of accounting expertise with real-world business sense and a values-first approach, so you get more than a bookkeeper or a software subscription—you get a partner who sees the full picture.

With over 15 years of experience as IRS Enrolled Agents, our team is trained in the latest policies and regulations to take care of our clients. Get professional help creating financial and tax strategies that will help you meet your goals.