Expert Tax & Accounting
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
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Expert Tax & Accounting | home page | |
| Website | https://www.experttaxaz.com/ | home page | |
| Office locality | Phoenix, AZ | home page | |
| Phone | +16029560607 | home page | |
| Offers bookkeeping | Documented: ...in tax preparation and various accounting services, payroll, sales tax filings, and bookkeeping. As the firm continues to grow, we are proud to offer the high quality service that... | home page | |
| Monthly bookkeeping | Documented: ...Business Tax Returns Individual Tax Returns Amendments MORE full service accounting Monthly Bookkeeping and Reconciliation Receive Monthly Financial Reports Profit & Loss and... | /services | 8 pts (max 8) |
| Payroll coordination | Documented: ...local level. We specialize in tax preparation and various accounting services, payroll, sales tax filings, and bookkeeping. As the firm continues to grow, we are proud to... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Amendments MORE full service accounting Monthly Bookkeeping and Reconciliation Receive Monthly Financial Reports Profit & Loss and Balance Sheet Preparation MORE sales tax filings... | /services | 6 pts (max 6) |
| Local / remote model stated | Local | /additional-services | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Mark Salubre Jugan · Enrolled Agent (on the IRS record) · business name on the record: Expert Tax & Accounting LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...minimum wage, paid sick leave, etc. No hidden fees - we don’t charge extra for the quarterly reports! payroll services Multiple Pay Frequencies Available Payroll Options: Direct... | /payroll | 4 pts (max 4) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
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 Mark Salubre Jugan under the business name 'Expert Tax & Accounting LLC' in Phoenix, 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.
Data limitations
- 20 of 21 evidenced items come from Expert Tax & Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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