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← Back to Top 34 Bookkeepers in the Phoenix-Mesa Area, AZ (2026)

Citrine Accounting & Taxes LLC

Evidence Score 30/100 at 72% evidence coverage 30 of 34 on the Phoenix-Mesa area list How the score works

What we could verify

Registered business?
Not verified
CPA license or firm permit?
Not verified
Publishes prices?
Not stated on its website
Local or remote?
Local + remote
Software?
QuickBooks

2 of 5 answered from a dated source.

Documents 1 of 5 core services; IRS preparer record found for a named person.

Score breakdown

Documented services + buyer fit13 of 40 pts, 40 checked
Independently verifiable qualifications6 of 20 pts, 6 checked
Operational + pricing transparency7 of 25 pts, 22 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Citrine Accounting & Taxes LLC's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Citrine Accounting & Taxes LLC home page
Website https://citrineaccountingandtaxes.com/ home page
Office locality Peoria, AZ /contact
Service area United States (stated by the firm) home page
Phone +16026010183 home page
Offers bookkeeping Documented: ...we add the most value-accuracy, clarity, and planning. Our Core Services Accounting & Bookkeeping Cleanup When books are behind, messy, or unclear, we step in to correct... /services
Catch-up / cleanup Documented: ...accurate and usable. Clean books are the foundation for proper tax filing and planning. Catch-Up Accounting Support For clients who have fallen behind, we provide structured... /services 5 pts (max 5)
Software supported QuickBooks /services 5 pts (max 5)
Local / remote model stated Local + remote home page 3 pts (max 3)
Bookkeeping designation (AIPB/NACPB) or IRS preparer record IRS preparer record for Fannie Bailey · Enrolled Agent (on the IRS record) · business name on the record: Citrine Accounting & Taxes LLC IRS preparer records
Third-party
Sep 27, 2026
6 pts (max 6)
Onboarding described Documented: ...are part of the process-not an afterthought Communication is clear, direct, and honest How It Works Easy Steps To Get Your Solutions We made our process very simple to help you... home page 4 pts (max 4)
Named contact / team Numbers Fannie Bailey, Enrolled Agent home page 3 pts (max 3)
Working contact route verified [email protected] (mail server found) DNS check
Third-party
Sep 26, 2026
2 pts (max 2)
Privacy / data-handling page Documented: Privacy Policy /privacy 2 pts (max 2)

Checked and not found

  • Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).

Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).

Check it yourself on the state's own records: business registry search.

  • Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Fannie Bailey under the business name 'Citrine Accounting & Taxes LLC' in Peoria, AZ. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 20 of 22 evidenced items come from Citrine Accounting & Taxes LLC's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

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