Put CPA/MBA/CFP® Practitioner Experience on Your Team!

Charles McGrath’s many years of experience combined with personalized service and sophisticated software can help manage your financial future including investments, retirement plans or estates. We can prepare federal and state tax returns for Individuals, Trusts, Estates, Corporations, Partnerships, and LLC’s. Our staff can research the latest information about your financial and tax situations. The CWM team can analyze “what-if” scenarios with powerful financial and tax planning software. You can use this knowledge to alter the circumstances while there is still time to maximize your financial opportunities and minimize your tax exposure. Chuck and his team of professionals can process your financial investments or personally represent you at IRS audits or reviews.

We specialize in:

  • Accounting & Bookkeeping
  • Tax Planning & Preparation
  • Payroll
  • Quickbooks
  • Financial Planning




Our Staff

  • Chuck
    Chuck
  • Roni
    Roni
  • Paul
    Paul
  • Sarah
    Sarah

Professional Associations

Arizona Society of Certified Public Accountants

AZ Society of CPAs
American Institute of Certified Public Accountants

AICPA
Financial Planning Association


FPA
Scottsdale Area Chamber of Commerce


SACC