Financial Planning & Preparation

Experience, education and knowledge of financial planning and tax preparation can save you money and time.

I work closely with my clients to help them plan their financial future and to help ensure that they are not paying more taxes than is legally necessary. There is never a charge to ask me a question or meet to discuss individual situations at any time. In fact, I encourage my clients to meet with me mid-year to project the current year's taxes and have time to take action should there be any surprises. My clients view me as their financial quarterback and I make sure that we operate as a team.

Contact us today to set up a meeting to discuss your accounting needs! We are located in central Phoenix and can service the complete Metropolitan area.

Don't make the mistake of having a non-CPA prepare your tax return!


My Focus Areas

Investments products and services available only to residents of:

Arizona, California, Colorado, Florida, Iowa, Kansas, Minnesota
New Jersey, New York, Ohio, Oklahoma, Oregon, Texas and Washington.

Insurance products sold in: Arizona, Iowa, Kansas, Kentucky, Minnesota and New Jersey.
8727 S Priest Drive, Suite 103 Tempe, AZ 85284, Phone: (480) 277-0677
, Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA / SIPC . Calisi Financial is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy policy and other important information,
visit the “Customers” section of