ProVision, PLC
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?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: retail, construction, real estate, professional services, manufacturing (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | ProVision, PLC | home page | |
| Website | https://provisionwealth.com/ | home page | |
| Office locality | Phoenix, AZ | /contact-us | |
| Phone | +14804674400 | home page | |
| Offers bookkeeping | Documented: ...recommend having your attorney involved in your tax strategy. Does ProVision provide bookkeeping services? We provide meaningful, accurate, timely bookkeeping and maintenance of... | /faq | |
| Payroll coordination | Documented: ...but file a US Federal tax return, we can be of assistance. Does ProVision provide payroll services? We suggest hiring a payroll service for your payroll needs. Payroll services... | /faq | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...services extend to, reconciling your bank account, generating an income statement and balance sheet as well as maintaining a clean general ledger. Does ProVision provide... | /faq | 6 pts (max 6) |
| Industries served (documented) | retail, construction, real estate, professional services, manufacturing, technology | home page | 5 pts (max 5) |
| Onboarding described | Documented: ...Partner - PVAS - Accounting Alyssa Martinez, Admin Accounting Assistant Anne Jay, Admin Client Onboarding Coordinator Kathleen Richard, Admin Tax Coordinator KateLynn Leytham... | /about/our-team | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...and maintenance of various day to day accounting activities in order to record monthly reports. Our services extend to, reconciling your bank account, generating an income... | /faq | 4 pts (max 4) |
| Named contact / team | Kevin Silva, EA | /about/our-team | 3 pts (max 3) |
| Communication channel / process | Documented: We strive to respond to requests within 1 business day. During peak times, it may take up to 3 business days. | /contact-us Nov 12, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 14, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'Provision' in Phoenix, AZ on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
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).
Check it yourself on the state's own records: business registry search.
- 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 ProVision, PLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.