Integrated Accounting Services
Integrated Accounting Services employs 4 professionals and operates out of Phoenix, AZ, specializing in accounting. The team holds professional credentials including licensed, cpa, cfp. Reach them at 6029440423 or email patrick@epicprivatewealth.com. Visit their website to learn more about their work. Located at 1515 E Missouri Ave Ste 203. Led by you a business, meet the Team of Professionals Jeffery P. Lewis , CFP® CRPC® CEO | Partner| Sr. Wealth Advisor Michele Escobedo Managing Director | Sr. Tax Advisor Lisa Gonzol Accounting Manager Marshall Eastin Accountant Patrick Fair VP of Client Relations Kristin Bonilla Office Administrator Henry Ambrose Tax Return Coordinator Cole Gutierrez Tax Return Coordinator Peoria, AZ Matthew Baker, , ChFC® Partner | Director of Wealth Management Sr. Wealth Advisor Professional credentials include Licensed, CPA, CFP. What clients say: "row-align-center none noBorder radius0 none c-row c-wrapper row-aBsj_TaUUE" Located at 1515 E Missouri Ave Ste 203. Reach them at 6029440423. Visit their website for more details on services and portfolio.
How We Scored Integrated Accounting Services
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- Licensed, CPA, CFP → 8/20 pts
- Press Recognition
- 5 mentions → 5/15 pts
- Web Presence
- 6/10 pts
- Experience
- N/A → 0/10 pts
- Profile Completeness
- 6/5 pts
Key facts
- Managing Partner
- you a business
- Team size
- 4
- Based in
- Phoenix, AZ
- Address
- 1515 E Missouri Ave Ste 203
- Website
- http://www.iascpa.net/
- Phone
- 6029440423
- patrick@epicprivatewealth.com
- Certifications
- Licensed
- CPA
- CFP
Press mentions
Frequently asked questions
- What is Integrated Accounting Services's ranking among CPAs in Phoenix?
- Integrated Accounting Services is ranked #9 in Phoenix with a Guide Score of 25/100. This score is based on Google reviews, professional credentials, press recognition, web presence, and experience.
- What services does Integrated Accounting Services offer?
- Integrated Accounting Services's specific services are not yet catalogued in our directory. Review the firm's website at http://www.iascpa.net/ or contact the firm directly for their current service offerings.
- What credentials does Integrated Accounting Services hold?
- Integrated Accounting Services holds the following credentials: Licensed, CPA, CFP. These are verified against public professional registries.
- Where is Integrated Accounting Services located and what areas do they serve?
- Integrated Accounting Services is based in Phoenix, AZ. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Integrated Accounting Services?
- To engage Integrated Accounting Services: Visit http://www.iascpa.net/ to review their services, or call 6029440423, or email patrick@epicprivatewealth.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.