Specializing in accounting, bookkeeping, tax preparation, and tax planning, we have served the greater Phoenix area as a family owned business since 1986. We are passionate about helping individuals and guiding small businesses from start up to flourishing, successful enterprises.
In the rapidly changing world of business, day-to-day financial issues can seem complex and sometimes overwhelming. Navigating through these issues is a challenge for individuals and organizations of all types and sizes. The Tax Office Inc. is here to lend our expertise.
For over 30 years we have been guiding our clients through the maze of options and helping them make sound business decisions that allow them to proceed with confidence.
We maintain the highest standards of ethical conduct and integrity as mandated by the National Association of Enrolled Agents and other professional organizations.
Our continued success depends exclusively on the client driven experience that is provided by our team of professionals.
Karen Lynn, AFSP
Providing Accounting and Tax Services for over 30 years, Karen specializes in QuickBooks and is a registered QuickBooks Pro Advisor. She is currently working on her Enrolled Agent certification. As the valued leader of our team, Karen brings a level of expertise and dedication that enhances our client relationships and takes them to new levels of business success and individual tax guidance!
Rikki became part of The Tax Office Inc in 2018 as our Receptionist/Administrative Assistant. At the end of 2019, she became our Office Manager and our “Go-To” girl. She has been responsible for all office procedures where she utilizes her organizational skills to ensure smooth operations in our busy work environment. With more than 5 years of experience, Rikki has been part of all sorts of administrative teams from medical offices to insurance brokers. She loves to help in any way she can and her positive, welcoming attitude provides our office with exemplary customer support and interactions that make our client experiences delightful.
Leslie Olness, CPA
Accounting & Tax
Leslie joined The Tax Office in January of 2021 and has previously worked in small CPA offices as well as large regional CPA firms. She has more than 25 years of experience in the public accounting industry and has been a licensed CPA since 1999. Her experience includes business and individual tax preparation and planning, as well as accounting services for small to mid-size businesses. Leslie’s tax law knowledge and keeping up with the constant changes in the income tax industry make her a valuable advisor for our clients.
Amanda Bakken, EA
Accounting & Tax
Amanda is a graduate of Arizona State University and is an Enrolled Agent.
She has been in the public accounting and tax field for over 25 years working with small to medium-sized businesses and individuals. She also has extensive experience with in-house controller positions for businesses of various industries, including law firm and real estate trust accounting. She is a QuickBooks expert and specializes in accounting and payroll systems set up as well as business and individual tax preparation.
She is also an Arizona licensed Realtor and property manager.
Donna Stanley, BSA, MBA
Accounting & Tax
Donna has a BS in Accounting from the University of Phoenix and MBA in Accounting from Grand Canyon University. She has been working in the accounting industry since 1985 and preparing taxes since 2008. Donna's knowledge, education and experience makes her a valued member of our great team!
Lindsay Hicks, AFSP
Lindsay is an Arizona native and has been a client of The Tax Office since 1997. Lindsay joined The Tax Office Inc. team in 2020, where she assisted in the front office. As an entrepreneur, she has been at the helm of many businesses over the past 25 years. Due to her knowledge and experience in the accounting and bookkeeping world, she has received her AFSP certification and is quickly becoming skilled at tax preparation. Her positive and friendly attitude makes her a great asset to our firm, as she is always willing to assist clients in both their accounting and tax needs.