We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Gretchen A. Rogers, CPA
Gretchen graduated magna cum laude from Arizona State University with a bachelor of science degree in accounting in 1991. Since that time, she has received over 40 hours per year in professional education. Some of the areas included in her training include taxation, accounting principles, financial reporting, business management, financial planning, accounting system installation and support, estate planning, and client relations.
Gretchen is also active in Team in Training, an organization which raises money to support the efforts of The Leukemia & Lymphoma Society in its mission to find a cure for blood cancers. Gretchen has participated in numerous marathons and 1/2 marathons and completed her first triathlon in Honolulu, HI in May, 2006 while raising funds for The Leukemia & Lymphoma Society. In 2007, Gretchen completed an Ironman distance triathlon in Clermont, Florida. Please contact Gretchen if you would like to donate to this awesome charity.
When she's not running or training, Gretchen enjoys reading, hiking, camping, and spending time with her husband, 2 children, 5 grandchildren, and 3 dogs.
The original firm, Gretchen A Rogers, CPA, PLLC, began with general accounting services for business and individuals. This developed into strategic planning for individual wealth maintenance, minimization of tax liabilities for individuals and corporations, and consulting services. We believe in "old school" principles, but we also believe in keeping up with the needs of individuals and businesses in this rapidly changing world.
Our entire operation is rooted in a tradition of meeting the highest standards of accounting practices. From this foundation, we offer the following specialized services: strategic tax planning for individuals and businesses, financial planning services for individuals and estates, consulting services for business development and management, and accounting and tax services for small businesses and individuals.
The Treasury Department and the Internal Revenue Service have been engaged in an effort to curb abusive tax shelters. As part of this effort, they have issued final regulations under IRS Circular 230 "...to restore, promote, and maintain the public's confidence in those individuals and firms...." who act as tax advisors.
This is an explanation of how our correspondence with you (including emails) will be affected by new IRS regulations governing tax practitioners.
The new rules in effect require us to add certain standard language to many of your letters, memos, emails, and other correspondence concerning Federal tax matters. You have probably already seen similar language on written communications from your other professional advisors. Although the wording may vary depending on the circumstances, you can expect to see notices similar to the following:
IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
The new rules require such notices to be "prominently disclosed," i.e., "readily apparent" to the reader. The notice must be in a separate section (but not in a footnote) of the correspondence. Also, "fine print" notices won't work. The typeface used must be at least the same size as the typeface used in any discussion of facts or law.
A practitioner who fails to satisfy the requirement of the new rules risks censure, disbarment, and substantial penalties.
Please be assured that this new policy does not reflect any decrease in the quality of our services or the amount of thought we put into our correspondence with you.
Please contact us if you would like to receive more detailed information about the new rules or if you have any questions or concerns.