CFO Financial

CFO Financial At CFO Financial, we specialize in helping small businesses thrive with proactive, reliable payroll, tax, and bookkeeping support.

Our mission is to prevent financial pitfalls before they happen—not just react to them. Serving Chandler & the East Valley. Our system allows our accountants to spend more time with each small business client, a market all but ignored by the accounting profession. Small business clients typically cannot afford to hire a Certified Public Accountant or personal financial planner to help them gain co

ntrol of their business or personal finances. As a result, they are left with what we think are unacceptable choices: to pay exorbitant fees for a professional, settle for someone not properly qualified, such as a part-time bookkeeper, or complete the work themselves. Our organization selects only the most qualified professionals and each accountant's experience is enhanced by our specialized small business system and training program. Our CFO Financial office is staffed by a team that will assess your business needs and assist your business as it grows. Our team members will make a difference in each and every client's business. We want to be there today and tomorrow to lend our support .

If you're in a dispute with the IRS, mediation — also called “alternative dispute resolution” — may be a helpful option....
12/09/2025

If you're in a dispute with the IRS, mediation — also called “alternative dispute resolution” — may be a helpful option. It's a voluntary, nonbinding process that may offer a faster, less stressful way to avoid lengthy appeals or costly court battles. Both parties to mediation can walk away at any time. Mediation is especially useful for taxpayers with limited issues or those seeking quicker resolution during the early stages of an audit. However, it doesn’t replace the audit or collection process and doesn’t allow new evidence. We’re here to discuss this and other options with you at (480) 641-8100.

You may want to offer employees a retirement savings plan, but they can be expensive and complex. What’s a small busines...
12/08/2025

You may want to offer employees a retirement savings plan, but they can be expensive and complex. What’s a small business owner to do? Consider a simplified employee pension (SEP). They’re easy to set up and administer. Requirements are minimal: All workers must be eligible to participate, and your contributions can’t discriminate in favor of highly compensated employees. In 2025, you can contribute up to $70,000 (or up to 25% of compensation) to a worker’s SEP account and deduct the contributions. Contact us at (480) 641-8100 for details about this and other retirement plan options.

The Social Security Administration said that Social Security benefits for 2026, including Old-Age, Survivors, and Disabi...
12/05/2025

The Social Security Administration said that Social Security benefits for 2026, including Old-Age, Survivors, and Disability Insurance (OASDI), and Supplemental Security Income (SSI) payments, will increase 2.8%. These changes reflect cost-of-living adjustments based on inflation. Social Security retirement benefits will increase by about $56 per month on average starting in January. Increased payments to SSI recipients will begin on Dec. 31, 2025. (Note: Some people receive both Social Security benefits and SSI.) The maximum earnings subject to Social Security tax (the so-called “wage base”) will increase $8,400, from $176,100 to $184,500. Have questions about the Social Security tax? Call us at (480) 641-8100.

Severe weather and other threats to a business’s ability to operate can occur at any time. Although you can’t foresee ev...
12/03/2025

Severe weather and other threats to a business’s ability to operate can occur at any time. Although you can’t foresee every disaster, you can put together a comprehensive business continuity plan that addresses most potential threats. If you don’t have a plan in place, implement basic protections immediately, such as an evacuation strategy and insurance. But, from there, take your time to get it right. Contact us at (480) 641-8100 for help identifying and managing the costs associated with a business continuity plan.

Tax penalties can feel like dragging a ball and chain. They may happen even when you’ve done your best to comply with ta...
12/02/2025

Tax penalties can feel like dragging a ball and chain. They may happen even when you’ve done your best to comply with tax law. Don’t panic. Penalty relief may be available. For example, if you suffered a serious illness, were a victim of a natural disaster, or relied on bad advice from the IRS, you may qualify for penalty abatement. A penalty may arise from actions such as filing late, making a late tax payment or missing a deposit. If you receive an IRS notice that you think is incorrect or unjust, you don’t have to tackle it alone. Contact us at (480) 641-8100 for help with this matter.

A revocable trust (sometimes known as a “living trust”) can provide significant benefits. They include the ability to av...
12/01/2025

A revocable trust (sometimes known as a “living trust”) can provide significant benefits. They include the ability to avoid probate for the assets the trust holds and to facilitate the management of your assets in the event you become incapacitated. To obtain these benefits, you must fund the trust by transferring the title of assets to it. Assets not held by your revocable trust may be subject to probate and will be beyond the trustee’s control in the event you become incapacitated. Contact us at (480) 641-8100 with questions about the financial and tax aspects of your estate plan.

Address

Chandler, AZ
85224

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

(480) 641-8100

Website

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