Metz CPA

Metz CPA PLLC, an accounting and audit firm founded in 1992 by John S. Metz, and has experienced rapid growth in the last three decades. Metz CPA has traversed a long road to success since taking its first steps in 1992 from a small office in Phoenix, Arizona to an international CPA firm headquartered out of Phoenix.

Today, the firm has grown by leaps and bounds with new brick-and-mortar locations in New York and Milwaukee, Wisconsin. The ever-expanding national footprint mirrors its rapidly rising international presence, the firm maintains international office locations in Manila, Philippines and Cape Town, South Africa.

The engine behind this meteoric rise is the Metz CPA team of 45 credentialed experts who bring extensive skills, experience and knowledge of audit and tax accounting to a wide array of regional and global clients. Repeatedly certified and awarded as one of the ‘Best Places to Work,’ by Inc. Magazine, Accounting Today, Phoenix Business Journal and USA Today, the firm and its team are dedicated to simplifying the most complex aspects of clients’ tax planning and audit engagements through a customer-centric, consultative approach.

“We leverage technology and a collaborative team-based structure to deliver client-facing results, whether in tax & accounting or audit,” says Travis Jack, managing member, CPA and qualified 401(k) administrator (QKA).

Metz CPA has distinct service lines with the same client-centric approach to deliver its services from its two departments, audit and tax and accounting.

On the audit side, its focus is on understanding client needs and making their day-to-day tasks easier and more efficient. At a surface level, the team considers clients’ workflows, skill sets and technology to streamline their daily audit operations.

Metz CPA stands out as a top 100 firm in the retirement plan audit space. Its other specialties include non-profit, lender and title audits.

Robust auditing capabilities and efficiencies have resulting in rapid national growth and a premier client base which includes Fortune 500 companies and a number of international brands.

Under the leadership of Tax Partner Blake Markee and Operations Manager Dana Quinlan, the tax and accounting division of Metz CPA has experienced rapidly accelerated growth over the last few years in this business line. With a diverse national client base Metz tax & accounting department supports small and midsize business with tax preparation and planning services, consulting on mergers and acquisitions, entity structure analysis, business advisory services and client accounting services.

The Metz team adopts a holistic, in-depth consultative approach to assist small and midsize business owners achieve their financial and lifestyle goals. Thorough evaluations of their current business and operational practices are conducted and opportunities to minimize or defer tax liability in current and future periods are identified by Metz’s team of experts. “Tax planning is like putting together a puzzle with a lot of pieces, it's incredibly satisfying when we layout and guide clients through the process creating huge tangible savings as we minimize client’s tax obligations, Blake Markee, CPA” The focus is on facilitating tax savings and optimizing net income, especially for business owners creates savings of hundreds of thousands of dollars for Metz clients annually that can in turn be distributed to owners or redeployed for organizational growth. Accurate and timely financial data provided by our Metz client accounting team further empowers clients to make better management decisions in real time versus waiting for historical results or being forced to make decision without the appropriate data.

The architects of these winning outcomes are Jack and William “Blake” Markee, CPA, the tax matters partner. Together, they lead an expanding team of tax accounting and auditing experts, which also include an IT director, Operations Director, Digital Marketing Director, client experience coordinators and administrative staff.

Teamwork is a hallmark of Metz CPA, as evidenced in the product-oriented delivery (POD) structure adopted by the team partnered with an agile management process to deliver rapid results for clients. The structure and supporting best in class technology enables multiple team members to stay informed and collaborate on a single engagement simultaneously. This has led the firm to experience overall improvements in throughput, responsiveness and client communication, significantly accelerating project completion.

Propelled by excellent leadership, a highly engaged team and deep-rooted customer-centrism, Metz CPA is on a winning streak with a business footprint that keeps expanding and a growth trajectory that reaches new heights.