Unlock Your Tax Potential: A Virtual Panel for Small Business Owners

Dive into the world of small business taxes with our expert-led virtual panel, designed to shed light on complex tax issues and uncover strategies to optimize your tax situation. This free virtual panel offers direct access to leading tax professionals with deep expertise in small business matters. Attendees can submit questions for our panelists upon registration and we will have the opportunity for a live Q&A at the end of the panel. We encourage all small business owners or individuals looking to start a small business to attend!

Andres (Andy) Ibarra CPA/PFS, EA, CFP®, is the managing director of Certified Advisors, an accounting and financial advisory firm, and Phoenix Tax Guy, a tax preparation firm in Phoenix, Arizona. After a 15-year career as a chef and restaurateur, he earned degrees in finance and accountancy from Northern Arizona University in 2010 and his financial planning certificate from Boston University in 2014. He also works for Intuit, makers of TurboTax and ProSeries, as a Tax Content Programmer. Spending his days researching tax law changes to keep up-to-date on the ever-changing regulations for businesses and individuals’ taxes. With clients in 26 states, Andy specializes in working with small to mid- sized businesses, assisting owners to operate their businesses effectively and efficient by educating them about fiscal responsibility and management of their resources.

Chris Fallon is a member of the National Society of Accountants, AICPA, the National Bookkeepers Association, and the founder of Numbers Matter. Numbers Matter is a Phoenix-based accounting agency providing a full complement of business support, so you can thrive in your business. Services include business consulting, bookkeeping, accounting, payroll, sales tax, income tax preparation, disaster recovery, and more. 

Prudence Zhu, CPA/PFS, is a Phoenix-based financial coach and fee-only planner. She’s dedicated to empowering individuals on their journey to financial freedom. Born in rural China, Prudence moved to the U.S. in 2012, achieving her own financial freedom by 2021. Leveraging her experiences from over a decade in private equity and corporate finance, combined with her teaching experience at Arizona State University, Prudence founded Baoba USA and Enso Financial. Her mission is to guide others toward a life of abundance and fulfillment, both financially and personally. A mother, lifelong learner, and advocate for financial education, Prudence is passionate about making impactful financial wisdom accessible to all.