Phoenix Skyline

Serving the Valley of the Sun Since 1979

Accounting & Tax Services

Since 1979 from our Scottsdale location, Bosch Financial Services Inc. has been providing a wide variety of tax services and accounting services to individuals and businesses throughout the Phoenix metro area. Our clients tell us they appreciate that we have the experience, education and dedication to client service that they desire. Click here to get to know us.

Tax Services

We provide a full range of Tax Services to Individual Taxpayers, Partnerships, C Corporations, S Corporations, Not for Profit Organizations, Limited Liability Companies (LLCs), Trusts and Estates. Carl Bosch is an Enrolled Agent licensed by the United States Treasury to practice before the Internal Revenue Service.

  • Individual Income Tax Preparation
  • Business Income Tax Preparation
  • Trust and Estate Tax Preparation
  • Audit Representation for Individuals and Businesses
  • Assistance with IRS Liens, Levies or Seizures
  • Assistance with IRS Payment Plans

Please feel free to contact us for more information.

Accounting Services

We provide accounting services to fit the needs of individual taxpayers and businesses. We tailor your service to meet your needs and we do not use the one size fits all approach.

  • Monthly, Quarterly or Annual Financial Statement preparation
  • Preparation of Quarterly and Year-End Payroll Tax Returns and W-2s
  • Due Diligence for business purchase or sale
  • Bank or SBA financing assistance
  • Business Valuations
  • Succession Planning
  • New Business Formation

Please feel free to contact us for more information.

Get to Know Us

Our staff is the primary reason our current clients came to us and continue to stay with us. Many of our clients have been with us for over 30 years. We are a family firm that is small enough to give you the personal attention you deserve and yet we have the education, skills and experience to provide a wide range of financial services to you or your business. For over 40 years, Bosch Financial Services Inc has been providing high quality Accounting, Tax and Wealth Management services to residents and businesses in the Valley of the Sun.

Carl BoschCarl Bosch

Carl is the managing owner. He has earned a B.S. degree majoring in Accounting and an M.B.A. from Arizona State University. He is a licensed Enrolled Agent and holds licenses in the fields of Wealth Management and Insurance. Carl began his career as a Junior Accountant in his hometown of Chicago, Illinois in 1966. A year later Carl enlisted in the U.S. Air Force serving a four-year tour of duty at Luke Air Force Base in Arizona. In 1968 he married his wife Janet and they were blessed with two children Cindy and Jeff.

Following his discharge from the Air Force in 1971 Carl continued his Accounting career working 10 years in the private sector. He worked as an Accounting Supervisor, Controller and Chief Financial Officer for companies in Construction, Real Estate Development, Semiconductor Manufacturing and Mobile Home Manufacturing. Carl also was the Controller for one of Arizona’s largest non-profit organizations for a period of 3 years.

In 1979 Carl started his own public accounting firm on a part time basis. In 1981 he made it a full-time endeavor. Carl's leisure activities include travel, golf and reading.

Jeff BoschJeffrey Bosch

Jeff began his Accounting career in 1992 working part-time while he was a senior at Horizon High School. Jeff earned a full tuition scholarship to Arizona State University. He continued to work part-time at Bosch Financial Services Inc while he pursued a B.S. degree majoring in Accounting. Jeff graduated Summa Cum Laude and near the top of his graduating class.

Jeff manages Client Accounting for the firm providing services to clients in a variety of industries. Jeff married his wife Christine in 2004 and they have a daughter Carissa and a son Landon. Jeff enjoys golfing, skiing, snowboarding and soccer.

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