How this shortlist was selected
This collection includes 5 alphabetical examples from 5 directory records assigned to Prescott, Arizona. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
This Prescott, Arizona shortlist draws on 5 distinct firm listings with that city and state in their source records. Show candidates the full operating footprint, including remote teams, property holdings, and planned expansion. Ask what can be handled remotely, what requires local coordination, and who owns each filing and implementation deadline. Ask whether meetings are local or remote and which professional will be responsible for your entities and states. A nearby address alone does not establish the advisory work you need.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Lantero & Assoc, CPAs, PC
Listed location: Prescott, AZ. Lantero & Assoc, CPAs, PC is listed in a CPA society directory in Prescott, AZ. The member-provided record lists Budgeting & Forecasting, Business Development, Business Plans, Bookkeeping Services, Business Valuations. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Budgeting & Forecasting, Business Development, Business Plans, Bookkeeping Services, Business Valuations, Compilation & Review, Closely-Held Corps., Consulting, Complete Tax Knowledge, Financial Analysis, Financial Planning, Individual, New Business Startup, Other State Taxes - specify, Payroll, Professional Corporations, Partnerships, S-Corporations, Sole Proprietor, Subchapter Corporations, Tax Preparation, Trust, Estates & Gifts. Review the listing and its sources.
Laurie M. Boaz, CPA
Listed location: Prescott, AZ. Laurie M. Boaz, CPA is listed in a CPA society directory in Prescott, AZ. The member-provided record lists Consulting, Corporations, Complete Tax Knowledge, Individual, Litigation Support. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Consulting, Corporations, Complete Tax Knowledge, Individual, Litigation Support, Partnerships, S-Corporations, Tax Preparation, Trust, Estates & Gifts. Review the listing and its sources.
Richard L. Joliet, CPA PLLC
Listed location: Prescott, AZ. Richard L. Joliet, CPA PLLC is listed in a CPA society directory in Prescott, AZ. The member-provided record lists Budgeting & Forecasting, Bookkeeping Services, Compilation & Review, C-Corporations, Consulting. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Budgeting & Forecasting, Bookkeeping Services, Compilation & Review, C-Corporations, Consulting, Corporations, Financial Analysis, Individual, Limited Liability Corp., Payroll, Partnerships, S-Corporations, Sole Proprietor. Review the listing and its sources.
Slater & Rutherford, PLLC
Listed location: Prescott, AZ. Slater & Rutherford, PLLC is listed in a CPA society directory in Prescott, AZ. The member-provided record lists Bookkeeping Services, Compilation & Review, C-Corporations, Closely-Held Corps., Consulting. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Bookkeeping Services, Compilation & Review, C-Corporations, Closely-Held Corps., Consulting, Complete Tax Knowledge, Financial Analysis, Individual, Limited Liability Corp., Litigation Support, Other State Taxes - specify, Payroll, Professional Corporations, Property, Partnerships, S-Corporations, Sales, Sole Proprietor, Tax Preparation, Trust, Estates & Gifts. Review the listing and its sources.
William Bandi CPA PLLC
Listed location: Prescott, AZ. William Bandi CPA PLLC is listed in a CPA society directory in Prescott, AZ. The member-provided record lists 1031 tax free exchange, Brokers, Bookkeeping Services, C-Corporations, Closely-Held Corps.. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: 1031 tax free exchange, Brokers, Bookkeeping Services, C-Corporations, Closely-Held Corps., Consulting, Corporations, Individual, IRS Representation, Limited Liability Corp., New Business Startup, Payroll, Professional Corporations, Partnerships, S-Corporations, Sales, Sole Proprietor, Subchapter Corporations, Tax Preparation, Trust, Estates & Gifts. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.