About Us | Arizona’s #1 Financial Advisors

A Legacy of Experience, Integrity, and Financial Discipline

Built on decades of accounting and tax expertise, we focus on disciplined financial oversight, compliance, and long-term financial clarity, helping individuals and businesses navigate complex financial responsibilities with confidence and purpose.

Tax Services

  1. Individual tax preparation (all 50 states + USVI)
  2. Business tax preparation (LLC, S-Corp, C-Corp, partnerships)
  3. Nonprofit tax preparation (including compliance support)
  4. Multi-state tax filings
  5. Prior-year tax returns and amendments
  6. Tax planning (1-year, 3-year, and 5-year strategies)
  7. Estimated tax payment planning

Audit Protection & Representation

  1. Audit protection add-on (coverage options based on complexity)
  2. IRS and state tax representation
  3. Notices and letters response support
  4. Audit support (hourly support available if audit protection was not purchased)

Bookkeeping & Accounting

  1. Monthly bookkeeping (reconciliations and categorization)
  2. Monthly financial reports (Profit & Loss, Balance Sheet)
  3. Bookkeeping clean-up / catch-up services
  4. Chart of accounts setup and cleanup
  5. Accounting systems organization and workflow setup

Payroll & Year-End Filings

  1. Payroll setup and processing support
  2. W-2 preparation and filing
  3. 1099 preparation and filing
  4. Contractor vs. employee guidance

Payroll & Year-End Filings

  1. Payroll setup and processing support
  2. W-2 preparation and filing
  3. 1099 preparation and filing
  4. Contractor vs. employee guidance

Business Formation & Compliance

  1. Entity formation support (LLC, S-Corp, C-Corp, nonprofit)
  2. EIN support
  3. Business compliance support (annual reports, renewals, deadlines)
  4. Licensing and business registration guidance

Sales Tax Support

  1. Sales tax registration and setup
  2. Sales tax filing support
  3. Multi-state sales tax guidance

Retirement, Tax & Financial Planning

  1. Tax-smart retirement planning support
  2. Personal and business financial planning (1/3/5-year plans)
  3. Strategy sessions to reduce tax liability and improve financial readiness

Branding & Marketing Support (Optional)

  1. Marketing templates and business tools
  2. Branding support (from templates to full service)
  3. Business growth strategy support

Forensic & Specialty Audits

  1. Forensic HOA audits (phased approach)
  2. Attorney-collaborative audit support (when applicable)

Everything You Need to Run, Grow, and Scale a Professional Tax Practice

This platform exists to help tax professionals build real businesses—not just prepare returns. We give you the tools, support, and marketing to launch your own branded tax firm, grow faster, and scale with confidence.

Start Your Own Tax Firm (With a Real System Behind You)

  • Launch your practice with a clear onboarding path and step-by-step guidance
  • Operate nationwide with remote access and secure workflows
  • Build a business that looks professional from day one

Career Change? Start a Tax Business With Us

If you’re changing careers or starting fresh, you can join our team and build a real income stream in a respected industry.

  • We help you get started step-by-step
  • You can operate remotely with nationwide support
  • You’ll have guidance so you’re not trying to figure it out alone

Use Our EFIN (When You Join Our Team)

When you join our team, you can operate under our EFIN while you’re getting established. We walk you through the process so you can start serving clients correctly and confidently.

Build a Six-Figure Season (With the Right Support)

Many tax professionals want to grow fast but don’t have the systems, coaching, or back-office support. Our goal is to help you build a profitable practice and scale—so you can work toward six figures in a tax season with the right plan, effort, and support.

Brand Your Own Tax Software

  • Use our platform to offer a professional, modern client experience
  • Add your branding so your clients see your firm—not a generic tax software
  • Use your unique QR code to make onboarding, document upload, and client access simple

Dedicated Manager (Just for You)

When you join our team, you are assigned a directed, dedicated manager who supports your business growth and helps you stay organized.

You Will Never Be Alone

We built this to feel like you have a full back office.

  • Ongoing support while you prepare returns
  • Real people, real answers, and real guidance
  • Help when you need it—without slowing you down

Live Chat Support (Invisible to Your Clients)

While you’re working inside the software, you can access live chat support for technical and tax questions. Your clients will not see you using it.

Support may include experienced professionals such as:

  • Retired IRS agents
  • Tax attorneys
  • CPAs
  • EAs

Free Marketing + Full-Service Options

We help you grow your practice with marketing that fits your budget and your goals.

  • Free marketing templates and assets (Canva-ready)
  • Social media and promotion guidance
  • Lead-generation support
  • Optional full-service marketing, advertising, and sponsorship opportunities

Built for Individuals and Businesses

Whether your clients are individuals, small businesses, or nonprofits, our systems and support help you deliver a high-quality experience and keep clients coming back.

If you’re ready to build a tax practice that is professional, supported, and scalable, we’re ready to help you launch.

Our Purpose & Direction

Committed to Responsible Financial Guidance and Stability

Clear financial direction begins with trusted expertise, disciplined financial management, and a commitment to supporting responsible long-term financial decisions.

Our Vision

To empower individuals and businesses with financial clarity, helping them navigate complex tax responsibilities while building stronger, stable financial futures.

Our Mission

To deliver reliable tax services, accounting expertise, and financial guidance that help clients maintain compliance, organize finances, and make confident financial decisions.

Our Team Members

Paula Delgado, CPA

CEO & Founder

Paula Delgado is the CEO and Founder of ATAB.USA (Accounting, Taxes, Audits & Bookkeeping Solutions USA, Inc.). With decades of experience in tax strategy, compliance, and business advisory, Paula leads the firm with a mission of delivering precision, protection, and peace of mind for individuals, businesses, and nonprofit organizations.

Dominique Navejas, CPA

Client Onboarding & Growth Manager

Dominique leads client onboarding and new-client acquisition, ensuring every new individual, business, or nonprofit is brought into ATAB.USA’s systems smoothly and professionally. She is a key leader within the company and supports multiple departments as needed. Dominique has been with ATAB.USA for 12+ years.

Etta Foster, EA

Vice President, Business Growth & Education

Etta supports individuals and business owners with guidance focused on scaling, profitability, and startup education. She also contributes to training and educational course development for clients and team members. Etta has been with ATAB.USA for 8 years.

Savannah Johnson, EA

VP of Sales & Development

Savannah supports sales and business development while also assisting across key service areas including tax preparation, payroll support, tax planning, tax advisory, audit support, recordkeeping, and branding/development initiatives. She is currently completing her Bachelor’s degree in Business and is working toward CPA licensure.

Dr. Sabrina Lozano

Senior Account Manager & Operations Leader

Dr. Sabrina supports firm-wide operations and client success at ATAB.USA. She holds doctoral credentials and has management qualifications and experience suited for leading large, highly skilled organizations (including hospital-scale environments). She brings that same leadership and structure to ATAB.USA and is passionate about helping the firm grow.

Georgia Thomas

Team Member

One of our pros is tax pros and customer service onboarding new clients and helps prepare taxes, does audits, Bookkeeping, Payroll, branding, keeping in compliance with the state for their annual minutes and their reports that they have to submit to the states wherever they are located.

It’s Georgia Thomas is a dedicated tax pro for 6 years now

Jason Adam

VP of Marketing & Development

Jason oversees ATAB.USA’s full-service marketing and advertising department, including brand development, digital marketing strategy, social media platforms, and sponsored campaigns. He is highly knowledgeable in software development support, marketing systems, and advertising execution. Jason has been with ATAB.USA for 2 years.