About
The Accounting Doctor

We take pride in providing exceptional service and listening to our client’s needs. Taking our expertise in the accounting field, we have preceded our knowledge in Employee Retention Tax Credits and offer our services to ensure your business is granted the government assistance that is offered.

Our experienced advisors provide advice on financial topics and can create a personal financial plan and investment strategy for you that can adapt to changes in your life.

With us, you’ll always have choices.

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We value serving small and large companies, giving back to people, and creating a positive difference in people’s lives.

DIAGNOSE | ADVISE | CURE

By making it easy for small and large companies to navigate through the Employee Retention Tax Credit, tax, financial, and federal regulatory climate, Choice Financial serves the US economy and develops a roadmap for each entrepreneur on their growth journey.

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MISSION STATEMENT

To provide the highest level of professional services to meet our clients’ needs by providing them access to Employee Retention Tax Credits. We maintain integrity and honesty in everything we do and maintain
an environment that encourages giving back to our community.

FIRM VALUES

Clients Matter

We believe in providing excellent client service to the mutual benefit of our clients and our firm.

“There is no such thing as a minor lapse of integrity.”

-Tom Peters

Integrity Matters

We believe in being conscientious and operating with integrity and honesty, consistently producing quality work at reasonable fees.

Teamwork Matters

We believe in a one firm approach with an open exchange of ideas across all levels of our organization and that each team member, by taking personal responsibility for their performance and by collaborating with and assisting others in their performance, can achieve consistent sustainable success for our entire organization.

People Matter

We believe in an inclusive environment that provides our team members with balanced opportunities, the most up to date resources, constant support, and access to the information necessary that fosters personal and professional growth, learning and prosperity; and we believe that valuing opinions, demonstrating respect, and caring, and promoting trust and fun within our organization is critical to sustaining our success.

Community Matters

We believe that by being involved in our community we can grow both personally and professionally. By celebrating our successes and promoting a sense of family within our organization we can be a source of strength, hope and help to one another.

MEET OUR ACCOUNTING GURU

Adam B. Remis,
CPA, CISA, MSIM

Mr. Remis has over 20 years of combined tax, CFO, accounting and audit consulting experience. Prior to The Accounting Doctor, Mr. Remis’s career included positions with InnSuites Hospitality Trust (NYSE AMERICAN: IHT), Deloitte & Touche and Jefferson Wells.

Mr. Remis has a Master of Science in Information Management from Arizona State University and a Bachelor of Science degree in Quantitative Economic Decision Sciences from the University of California, San Diego. In February 1997, Mr. Remis became a CPA and was admitted to practice in the State of Arizona. Mr. Remis strives to find the most tax deductions and credits for his clients.

MEET THE CO-FOUNDER

Javier Melendez

Mr. Melendez is a Licensed Life Insurance Agent. As a Licensed Life Insurance Agent for nearly 15 years, Mr. Melendez has assisted hundreds of businesses and individuals utilize insurance as a tool to assist his clients with their financial objectives. Typically, life insurance proceeds are used to provide assistance after death, but Mr. Melendez utilizes these insurance products as a tool to assist with life objectives including building wealth, removing debt or paying for a dependents’ education. With a broad understanding of finance and taxes, Mr. Melendez understands when additional specialized resources are needed and with his team of resources, Choice Financial provides a comprehensive solution that looks at all angles of proposed financial solutions. He takes pride in his client service to ensure all questions are answered. Mr. Melendez lives in the Northern California area, spending time with his friends and family.

MEET OUR ACCOUNTING EXPERT

Cory McClure MBA, ASBC

 

An Accredited Small Business Consultant (ASBC) and financial manager with over 25 years of accounting management experience who continues to help growing businesses improve their accounting and financial management. In addition, he has worked with numerous small and medium size companies to improve internal communications and role expectations by creating SOPs to standardize accounting, improve workflows, and establish meaningful reporting processes for management, resulting in effective work environments and maximized performance. He also applies his extensive experience to provide project management and strategic planning for his clients. When Mr. McClure is not in the office you can find him on the golf course enjoying the many courses around central and southern Arizona. He is married and the father of 3 children.

 

What We Offer

Our services are a unique blend of Employee Retention Tax Credit,
comprehensive financial planning, long term retirement planning, tailored
investment management, tax-smart asset allocation, risk management, tax
advisory, estate planning, and college planning with a long-term focus on
you and your goals. We offer concierge-level wealth advisory geared to your
specific needs through life transitions. In many cases, we serve as a multi-
generational family office and become a trusted advisor as you manage and
transfer assets and investments between generations.

Elite Tax Services

General Insurance Policies

Employee Retention Tax Credit

Our Services

Contact Us

We look forward to working with you. Please let us know how we can assist.

info@theaccountingdoctor.com

(925) 476-2785

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