Finding Professional Partners

Choosing the right professional partners can make the difference between failure and success. Get recommendations and do research; make sure they are properly licensed. Don’t hesitate to ask a lot of questions to determine whether their expertise matches your needs. Agree upon costs up front and then build those into your financial plan. The following resources will provide referrals/listing of, and/or verify licensed professionals. (15)

• Accountant: Arizona Society of Certified Public Accountants (ASCPA)

  602.252.4144 or Arizona toll free 888.237.0700

  Additional Information: Internal Revenue Service: Tips for Choosing a Tax Return Preparer

   

• Attorney: State Bar of Arizona

  Within Maricopa County 602.252.4804 or Tucson area 520.623.9944 or Arizona toll free outside Maricopa County 866.482.9227

  Additional Information: State Bar of Arizona: Frequently Asked Questions - I need an attorney. How can I find one?, For the Public: Find a Lawyer, Working with Lawyers, Concerns About Your Lawyer? Legal Help & Education Maricopa County Bar Association Lawyer Referral Service and Pima County Bar Association Lawyer Referral Service were established to meet the legal needs of the community by offering low cost consultations with qualified local attorneys. U.S. Small Business Administration (SBA): Business Guide, Manage your Business: Stay Legally Compliant

• Insurance Agent/Broker: Arizona Department of Insurance

  602.364.2499 or Arizona toll free outside Phoenix area 800.325.2548 or Spanish 602.364.2977

• Commercial Real Estate Broker: Arizona Department of Real Estate

  602.771.7799 or Tucson 520.628.6940