For 30 years, Packard, Appleby & Rogers, P.C., has been providing specialized accounting and tax services to individuals, businesses, estates and trusts. Located in Mesa, Arizona, the firm serves clients locally and throughout the United States. Committed to personalized client care, the team at Packard, Appleby & Rogers, P.C. focuses on individual and business tax return preparation, trust and estate planning, accounting services, and tax planning.
As a Packard, Appleby & Rogers, P.C. client, you will immediately experience the individualized attention that makes you confident that your needs are fully addressed.
As a Packard, Appleby & Rogers, P.C. client, you will immediately experience the individualized attention that makes you confident that your needs are fully addressed.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
He had previously spent 11 years, eventually as a partner, with a local firm in Scottsdale.
Robert received both his BS and MAcc degrees Cum Laude from Brigham Young University.
He has over 40 tax seasons of experience, and a particular specialization with estate, trust and charitable tax planning.
He continues to find great fulfillment in meeting with clients regularly.
Robert enjoys all things sports related and spending time with his wife Chris, their five children and eleven grandchildren.
Jean joined Packard, Appleby & Rogers, P.C. in 1991 and became a partner with the firm in 2005.
Robert received both his BS and MAcc degrees Cum Laude from Brigham Young University.
He has over 40 tax seasons of experience, and a particular specialization with estate, trust and charitable tax planning.
He continues to find great fulfillment in meeting with clients regularly.
Robert enjoys all things sports related and spending time with his wife Chris, their five children and eleven grandchildren.
Jean joined Packard, Appleby & Rogers, P.C. in 1991 and became a partner with the firm in 2005.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
In compiling financial statements for a client, we present information that is the "representation of management" and expresses no opinion or assurance on the statements.
Compilations don't require inquiries of management or analytical procedures.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
In compiling financial statements for a client, we present information that is the "representation of management" and expresses no opinion or assurance on the statements.
Compilations don't require inquiries of management or analytical procedures.
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