Amy loves preparing tax returns, which is baffling to friends and family. She feels that paying taxes should be as painless as possible. Amy enjoys client education, and works hard to help her clients understand their particular tax situations and prepare for the future.
In addition to working with individuals, Amy enjoys helping small business owners succeed. Her interest in small business stems from both her personal life (she grew up in a small business family) and from her education (she has a Master’s degree in Business Administration). Having had rentals and flipped houses earlier in her life, she’s also interested in real estate; she teaches income tax strategies to real estate agents and brokers at Hogan School of Real Estate.
Amy is interested in virtual currency and works with both individuals and businesses to help them accurately report virtual currency transactions. Her book, Virtual Tax: The taxation of virtual currency, is a must-read for anyone considering investing in virtual currency. She has taught virtual currency taxation at national tax conferences and has been published in the Wolters Kluwer Journal of Tax Practice & Procedure.
Amy Wall is a registered member of National Association of Enrolled Agents, the Southern Arizona Chapter of Enrolled Agents and the National Association of Tax Professionals. She is also a National Tax Practice Institute Fellow.
Married to her high school sweetheart, Amy is the proud mom of a son (graduated from University of Redlands and now working at Intuit) and a daughter (graduate of University of Maryland and Cornell Law School, now working at Quinn Emanuel Urquhart & Sullivan in Manhattan).
Mona is a second generation tax preparer; she began preparing taxes while she was in college. She’s been in the tax business for many years and is able to help clients navigate through difficult tax situations. Before opening Tucson Tax Team, Mona was a founding and managing partner of Arizona Tax Partners. She is bringing her many years of experiences as well as her personal touch to this new endeavor.
Mona is a National Tax Practice Institute Fellow. This means she has completed a stringent, three-level program of study with the National Association of Enrolled Agents that covers all facets of representing clients before the IRS, including communicating with the IRS, helping non-filers, examinations, appeals, collections, liens and levies, bankruptcy and more.
Mona has been married to her high school sweetheart, Charles, for 25 years. Mona has two adult daughters. Her youngest is at the U of A and is studying to be a teacher. Her oldest has completed her Masters in Accounting and CPA test and is working in Denver Colorado. There are now three generations of number crunchers in her family!
Charles and Mona’s love of the ocean brought them to Rocky Point, where they started a rental company, Sandy Beach Rentals. She is considered an expert in international rentals and has firsthand knowledge of the new Mexican Incorporated Tax Regime. She has been on numerous HOA boards and committees, both in Tucson and Puerto Penasco.
Mona Coury is a registered member of National Association of Enrolled Agents (NAEA), the Southern Arizona Chapter of Enrolled Agents (SACEA) and the National Association of Tax Professionals (NATP).