The core value of our firm comes from the members of our team. Each of our team members brings a distinctive knowledge base and unique experience to the firm. Along with varied personal and business backgrounds, our team members are involved in many different volunteers and professional capacities, including current and prior leadership with the Arizona Society of Certified Public Accountants (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Our diverse backgrounds mean we learn from each other every day to better serve you!
Our expertise includes the following:
- Tax Consulting and Compliance
- Accounting & Audit Services
- Estate, Gift, & Trust
- International Tax Compliance Services
- Regulatory Compliance
- Business Life Cycle Planning
We provide planning and guidance services to closely held businesses in a variety of industries including professional, medical, construction, real estate, and manufacturing. We also have specialty expertise, including water and waste water utilities, school tuition organizations, and experience with foreign tax reporting.
Ullmann & Company, P.C. is licensed to practice accounting by the Arizona State Board of Accountancy as are all CPAs working for the firm. The firm has been subjected to a review of its system of quality control, most recently in November 2017, and the system of quality control of Ullmann & Company was deemed to meet all requirements established by the AICPA. You can view a copy of our peer review report here. The firm is a member of the American Institute of Certified Public Accountants (AICPA) and the Arizona Society of Certified Public Accountants (ASCPA).
Meet our team members who help our clients achieve their business goals.
Peggy H. Ullmann, CPA, CGMA
is active in national and local tax and accounting policy and legislation. She served as Director on the Board of the American Institute of CPAs and as the AICPA Federal Key Person Delegate for federal tax and accounting legislation.
Heather Gordon, CPA, MBA
specializes in managing audits, reviews, and compilations for a variety of industries. She focuses on working with clients to make audits, reviews, and compilations as streamlined and as efficient as possible for both the client and the CPA.
Jared Van Arsdale, CPA, MBA
specializes in tax compliance, planning, and examination representation for individuals, estates and trusts, and closely-held entities.
Dawn M. Goetz, CPA, MBA
has extensive experience in tax preparation and planning, including individual, corporate, partnership/LLC, trusts, charitable remainder trusts, and estate.
Katherine W. Flores, CPA, MBA
is experienced in all areas of financial reporting including audit, review, and compilation engagements.
provides tax preparation and planning for individuals, corporations, trusts, and partnerships/LLCs.
supports our tax preparation team offering services in individual, business, and trust tax returns and other business support functions.
is the friendly face and voice that greets all our clients that visit or call the office.