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
NEXT Financial Group, Inc does not give Tax advice.

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