Business Details
37 Years
experience
Trusted CPA Services in Scottsdale, AZ
O'Malley & Berberich CPAs, P.C. has been serving individuals and small businesses since 1989, providing comprehensive accounting, tax, and business consulting services. Founded by Mike O'Malley after his tenure at a national CPA firm, the practice has grown to support over 500 clients annually, including international clients from New Zealand and Germany. Our team combines decades of experience with personalized attention, offering tailored solutions for tax planning, business succession, mergers and acquisitions, and retirement planning. We utilize advanced tools like QuickBooks to deliver efficient bookkeeping and financial analysis, ensuring clients receive actionable insights to enhance profitability. With a commitment to continuous interaction and open communication, we act as a strategic partner in navigating complex financial landscapes.Our expertise extends to IRS representation, estate tax preparation, and cash flow management, addressing both immediate needs and long-term goals. Recognized for responsiveness during critical periods like the COVID-19 pandemic, we prioritize client education and proactive planning. Our track record includes facilitating business sales, mergers, and structural transitions, demonstrating our ability to adapt to evolving client needs. Headquartered in Scottsdale, Arizona, we blend local market knowledge with global service capabilities. By focusing on trust, transparency, and technical excellence, we aim to be an extension of our clients' teams, driving their financial success through customized strategies.
Services
Tax Preparation
Tax Planning
IRS Representation
Payroll Services
Estate Tax Returns
Bookkeeping
Business Succession Planning
Mergers & Acquisitions
Retirement Planning
Cash Flow Analysis
Details
- Year established: 1989
Highlights and features
- We offer personalized tax planning strategies tailored to individual needs.
- Our team has over 30 years of combined experience in accounting and tax services.
- We provide comprehensive business consulting to enhance profitability.
- We utilize QuickBooks for efficient bookkeeping solutions.
- We assist clients globally, including international tax compliance.
What people say
Saved tens of thousands
Amazing response time
Knowledgeable advice
Proactive planning
Global reach
Services
Tax Preparation
Our firm specializes in preparing federal, state, and local income tax returns for individuals and businesses. We stay updated on tax law changes to ensure compliance while optimizing deductions. Clients receive accurate filings and proactive advice to minimize liabilities.
Tax Planning
We provide ongoing tax planning to help clients reduce current and future tax burdens. Services include annual projections, entity structure analysis, and guidance on complex transactions like business sales or international investments.
Bookkeeping
Full-charge bookkeeping services using QuickBooks software support accurate financial reporting. We handle accounts payable/receivable, payroll processing, and customized financial statements to track business performance.
Business Succession Planning
We develop strategies to ensure smooth business transitions during ownership changes. Services include valuation, tax-efficient transfer methods, and contingency plans to protect heirs and maintain operational continuity.
Mergers & Acquisitions
Our team conducts financial due diligence, evaluates deal structures, and advises on tax implications for business acquisitions or sales. We assist with financing options, non-compete agreements, and post-transaction integration.
People
Michael Patrick O'Malley
Managing Partner
CPA with over 30 years of experience, Mike O'Malley founded the firm in 1989. He specializes in tax strategy and business consulting, serving clients globally from Scottsdale, Arizona.
Jennifer K. Berberich
Partner
CPA with a Master's in Taxation, Jennifer Berberich has been a partner since 1997. She focuses on complex tax planning and advisory services for small businesses and high-net-worth individuals.
Questions
What accounting software do you support?
We specialize in QuickBooks but support various industry-specific accounting platforms for bookkeeping and financial reporting.
Do you handle international tax compliance?
Yes, we assist clients worldwide with cross-border tax planning, reporting, and compliance requirements.
How do you handle IRS audits?
We provide full representation during IRS audits, leveraging our expertise to resolve issues efficiently and minimize liabilities.
Can you help with business exit strategies?
We develop customized succession plans, including valuation, tax optimization, and transition timelines for business owners.
What industries do you specialize in?
We serve diverse sectors including healthcare, real estate, professional services, and technology startups.
Reviews (2)
Max K.
Sep 09, 2020
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Immature practice. I found the owner to be rude and condescending. For personal return you would get the same service for half the price at Liberty taxes. Uses cheesy promos like coupons for referrals.
Fionn Downhill
Aug 26, 2020
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OMalley CPA's are probably one of the best CPA companies in the valley. Mike is incredibly knowledgeable and instills confidence in his recommendations. They are fast efficient and I would recommend them to anybody looking for a CPA firm who are top of their game.
