About us

DAVID OASE

David’s been a CPA since 1993.  At age 16, before the PC was popular, David’s father bought his first computer.  It only prepared tax returns.  So during his summer break David helped his dad write a bookkeeping program.  Through college, his father ran an accounting firm in their home.  Two years after graduating college, David took over his father’s business and moved it to our current location. 

 David loves being an accountant.  When he gives guidance to his clients, he does it with the Chinese fishing philosophy.  He helps people fix their own problems.  Helping people make positive changes in their lives, get out of debt and save for retirement are goals that allow our clients to avoid the trap of short-term thinking. 

 ANNETTE STEVENS

Annette has been a CPA for over 20 years.  “It all started when I was a teenager helping my dad prepare taxes in our living room.  By my senior year in high school, I was preparing tax returns for my friends at Santa Rita High School and helping them get their money back from Uncle Sam.”   In 1992, her husband Jeff purchased an ornamental iron business.  Annette helps run his business using the data she gets from QuickBooks.

 Annette loves to go on-site and help small growth-oriented businesses fix their QuickBooks problems. Inexpensive QuickBooks software can be put on the Internet on a web-hosted “cloud” so our clients have access to the financial data they need to grow. Annette regularly solves the really tough problems a business owner or bookkeeper just can’t seem to figure out.  With modern technology, she can help her clients remotely. She loves the people aspect of accounting - helping clients simplify their lives by setting up effective systems & procedures for their business.

 HOW WE STARTED

David Oase & Annette Stevens helped their father, Ken, with his accounting practice when they were just 9 & 11 years old.  Each summer, they helped run the office & passed out flyers, advertising his business in their neighborhood.  David & Annette were very proud to have a father who gave his clients the best service at affordable prices.  And that’s what they’ve continued today.

 CONTINUING THE FAMILY TRADITION

Ken Oase, our father, is 83 years old and still works part time in the business.  He got a big boost in his business 30 years ago when the Tucson Citizen sent an undercover reporter to his house to have his taxes prepared.  The reporter compared Ken with three other accountants in the preparation of a complicated tax return.  The article entitled “Nothing’s Certain Except Death, Not Even Taxes”, showed the returns with vastly different results.  Not only did the other preparers get the amount of taxes owed wrong, but their preparation fees were much higher.  

 Today, our teenagers are helping in the business.  David’s daughters work as receptionists.  David’s younger daughter, Noelia, is taking an Accounting class at Pima Community College and plans to follow in her father’s footsteps.  Annette’s teenage daughter is doing bookkeeping for an attorney, her son is in college and her oldest daughter is married. 

 OUR CLIENTS

David Oase CPA PC has over 2000 tax clients and dozens of small businesses. The firm provides varying amounts of services from basic bookkeeping, payroll reports, paychecks, sales tax reports as well as setting up new businesses.  We have clients in the Service Industry: Janitorial, Pool Chemical, Legal, Insurance, Dental & Laboratory.  We also have clients in the Construction Industry: Paving, Plumbing, Roofing, Electrical, & General, as well as various retail businesses.  We also work with non-profit organizations and Home Owner Associations.

 ARE YOU TIRED OF EMPLOYEE DRAMA

Our virtual office platform allows growing businesses to outsource payroll, bookkeeping and almost every other back office function to a firm like David’s.  Using a “cloud-based” Internet network, our clients can view their checking and loan balances, pay bills, look up Customer’s unpaid balances & see what bills are coming due – all while we work quietly in the background. This means that you don’t have to hire, train and retrain employees as your business grows.  

WE TAKE THE PAIN OUT OF TAXES

We have organized our firm to reduce the frustrations clients have expressed when dealing with other accountants.  Our clients:

v     Never wait in line

v     Leave with their completed tax returns

v     Don’t fill out endless organizers

v     Speak to the person preparing their tax return

v     Have their returns filed electronically thereby preventing IRS typos

v     Receive their refunds in 10 to 15 days (at no additional cost)

 Our clients appreciate that we are:

v     Open on Sundays during the tax season

v     Here all year long to handle any correspondence from the IRS.  (No one likes getting a love letter from Uncle Sam)

Call us at 790-2738 to find out how we can solve major headaches in your business operations and make preparing your tax return “pain free”.