Accounting Services In Gilbert, AZ

When most folks hear the word “accounting,” they automatically think either of a large corporation or someone that has the amount of income that requires accounting services. While those two aspects of accounting are true, folks from all financial situations need the services of an accountant. Shoreline Financial Services offers assistance and planning for those that are seeking a better financial outlook and life.

Accountants offer services that are much more in-depth than just counting numbers and navigating the murky waters of the ever-changing, and ever-complicated tax code. Accountants provide a plethora of services, in addition to filing taxes and making sure Uncle Sam receives his cut. Accountants can offer the following assistance:

  • Budgeting
  • Itemizing
  • Savings
  • Investments
  • Payroll
  • Portfolios
  • Taxes
Shoreline Financial


Budgeting services may seem like a no-brainer at first. However, budgeting is a sophisticated system that is active. Budgets change from month to month. No budget is static. For example, electricity may cost 20 dollars one month, and may cost 86 dollars the next month; services can vary depending on the amount of use in a given month. Understanding that budgets can and do fluctuate is something that an accountant at Shoreline Financial Services can help you understand and anticipate.


Understanding items that can be deducted from expenses for business as a tax write off is often a complicated dance between understanding what can be a write-off, and what can not. The professionals at Shoreline work alongside you and offer their expert advice on itemizing your deductions throughout the year, so you have the correct paperwork and receipts at tax season.


You may have heard the saying, “pay yourself after expenses,” but that’s not the most practical savings advice. Having good savings is like putting on shoes before you leave the house. Establishing a healthy savings practice and a plan is our specialty at Shoreline. We can help you go through your expenses and figure out a savings plan that enables you to achieve your financial goals.


Diversifying your retirement savings and your monthly savings is key to having a healthy financial plan. Understanding percentages, different options, and the various accounts that can earn money is often complicated and creates more questions than answers when you try to diversify your investments on your own. Our professionals can help you understand and select the options that work best for you, whether you want a competitive option or a conservative account.


If your business has five employees, five hundred, or it's just you and one other employee, Shoreline Services can help you with payroll. Payroll is not only adding up hourly wages and calculating payment. It is a complicated process that takes a professional with an understanding of the laws for Social Security, taxes, and other deductions from paychecks. A lot of the kits out there on the market are great for taking care of a few items, but you need the expertise of a professional in the field to answer all your questions. Making sure you calculate payroll correctly is crucial to your business.

Portfolio Management

Portfolio management sounds like a homework assignment, but it doesn’t have to be something that you put off as long as possible. Having a professional evaluate your portfolio and manage the funds is only positive here at Shoreline. We will handle your portfolio and make sure your return is satisfactory. The various markets are continually changing, and are difficult to navigate on your own. Our professionals will make sure to manage your portfolio with the utmost care and attention to detail.


A wise man once said that there are two things in life that you can depend on, death and taxes. Tax season comes around every year. April 15th looms in the distance and quickly becomes noticeable right after the holiday season has come to a close. The tax code is constantly changing. If you own a business, or made a change and increased income, understanding the amount of taxes you need to pay can often be downright frustrating.

Our professionals at Shoreline are certified and keep their education current on the tax code. They have a deep understanding of what taxes have changed, and what various life events can change the way you file. With taxes, the more you know, and the more you understand, the easier it is to file and have the paperwork that is necessary filled out and ready to go. If you need to file an extension, Shoreline can help you with the right forms and paperwork to submit.

We understand and can help you navigate various life changes that may change the way you pay your taxes:

  • Increased Income (moving from one tax bracket to another)
  • Purchasing a Home
  • Selling a Home
  • Home Improvements
  • Paying Tuition
  • Paying Interest on a Student Loan
  • Increasing Family Size (child tax credit)
  • Re-locating to Another State

Many other instances could change your tax situation. For each situation, the accounting services offered by Shoreline will be able to help you. Kit purchases that guarantee a tax refund can often be misleading. Information can be entered incorrectly if you do not understand what item goes in which category, or if there were withholdings. Allow the dedicated professionals at Shoreline to provide you with relevant, up to date tax information.

Accounting Services offered by Shoreline encompass a plethora of options and details. Often, it seems like handling money and numbers is overwhelming and challenging to manage. If you are in need of services, whether your needs run the gamut of taxes to payroll and portfolio management, or you are looking to make your retirement dreams a reality, Shoreline can assist you with all your accounting needs.

Shoreline accountants are certified and licensed, and offer free consultations. If you are in need of accounting assistance, make sure to reach out to one of our professionals today. After the initial consultation, we will have a better idea of what your financial needs are, and you will be more informed about how we can help. When it comes time to purchase a suite of financial products or determine what your tax needs are, Shoreline is ready to help you achieve your financial goals.

Shoreline Financial
Shoreline Financial
Shoreline Financial

Schedule a FREE CONSULTATION today

Have questions about planning for retirement? Need an experienced CPA for your business?
Complete the form below to have a Shoreline Financial expert contact you in under 24 hours.