Scottsdale, AZ Meeting: In-Person Only

I am a certified public accountant (CPA) and Certified Financial Planner (CFP)(R) with both a Bachelors degree in Accounting and a Masters Degree in Tax from the University of Illinois, one of the leading schools in the United States in the accounting field. My experience includes working for larger firms in the Chicagoland area for 12+ years specializing in tax advice/strategy/planning for high net worth individuals, businesses operating in multiple states all over the United States, and international tax consulting for global businesses. In 2016, I moved to the Phoenix Metro area and successfully merged the former Charles B. Foley, CPA, PLLC into the current firm, Foley & Giolitto CPA, PLLC. Charles Foley has since retired and I have continued the firm's history of providing a customized client tax experience that focuses on reducing taxes, setting up an optimal tax strategy for each client every year, and executing that strategy for maximum tax savings. The firm also continues to provide value to successful clients by advising how to properly diversify and invest these tax savings and other earnings via personal financial education and financial planning/strategies. I continue to use all of my personal and life experiences to advise clients on the best strategies for optimizing taxes, making good personal financial choices, investing wisely, optimizing asset protection, using real estate to build wealth, and much more.

Licensing & Credentials

CPA - Certified Public Accountant

Services Offered

Accounting/Bookkeeping

Tax Specialties

Small Business Medical or Dentistry Real Estate