OUR TEAM.
STRONGER TOGETHER.
our network of professionals. at your service.
CPAs
Accountants
Bookkeepers
Consultants
Tax Attorneys
Attorneys
Financial Advisors
Wealth Advisors
Payroll Companies
THERESA ELAINE VALADE
CPA and Managing Partner
Theresa has over 27 years of experience in tax, audit and consulting. She was with the International CPA Firm of Arthur Anderson in Phoenix and San Francisco. She most recently was a partner with Moffitt & Company, P.C. Her areas of specialization are business consulting and advisory, audits, income tax planning and preparation, and IRS audit representation. Her industries of specialization are nonprofits, real estate, hospitality, franchises, mortgage banking and brokering, title insurance, escrow, health, and beauty.
One of Theresa’s biggest honors is being named the 2020 CPA firm of the year for her commitment and service to her clients during the challenges imposed by the COVID-19 pandemic. Putting passion and personalization at the forefront Theresa has led her firm to excellence by not only providing measurable results for clients but making them feel well taken care of during times of great uncertainty.
Theresa is also a member of the prestigious, Arizona Society of CPAs, ASCPA, 100% Membership Club. It is an honor to be part of this club that exhibit's a high level of commitment to the Arizona Society of CPAs. We are privileged to be able to convey to our clients, staff, and colleagues of Theresa's significant commitment to the CPA profession.
BELINDA MOSS
Accountant & QuickBooks Pro Advisor
Belinda is a Colorado CPA and QuickBooks Pro Advisor. She was looking for a company where she could use her strong accounting knowledge, excellent communication skills, optimistic nature, professionalism and drive to further and enhance her career and long term business relationships. She found the perfect home when she joined Concierge Consulting and Accounting, PLLC in May 2019.
She is in charge of our accounting and bookkeeping department and serves our clients on their time schedule. Whether it is weekly, monthly or quarterly she helps provide reliable, useful and accurate information to our clients on their terms. She has a strong understanding of Generally Accepted Accounting Principles for small to medium size businesses. She performs full accrual accounting and is responsible for reconciling all accounts, journal entries, month end closing procedures and preparation of internal financial statements and analytics. She also assists in the preparation of sales and payroll tax returns.
DIXIE CARY
Tax Manager and CPA
Dixie is a Minnesota CPA and experienced accountant. She has over 25 years of accounting in both audit and tax, but her passion is tax. After years in the cold, she decided to leave the mid west and find a new home in Sunny Arizona. We are so happy that Dixie has joined our team.
Dixie leads and manages our entire tax department. She assists and leads a team through our busiest times while delivering quality, complete and accurate tax services for our clients. She is proficient in preparation, planning, and education of federal and state income taxes for individuals, businesses, estates, trusts, and exempt organizations.
JOCELYN SIHATHEP “JO”
Team Assistant
We have a Sun Devil in the house. We are honored to add to our team Jocelyn Sihathep, Jo. She is a recent graduate of Arizona State University (Fear the Fork) and is looking to broaden her knowledge and understanding of business and accounting.
She is the engine of our fine-tuned machine. Her “can do” attitude, commitment to customer service and outstanding organization skills allows us to focus on what matters most, our clients. She is amazing with technology and strives for excellence. She embraces the entrepreneurial spirit and is a great asset to our team.
