Lowy's Tax Planning and Accounting is a well-established Phoenix CPA firm with expertise in all facets of financial management, including taxes, accounting, bookkeeping, QuickBooks, business consulting, and much more. We serve a wide range of both business and individual clients throughout the Phoenix area, and we're noted for our strong commitment to integrity and our policy of tailoring our services to the individual needs of each client.
We are honored by the trust and confidence our clients place in our advice and oversight. We continue to earn your trust by staying abreast of accounting and tax law changes and by taking a proactive interest in the smooth financial management of your business. Every Lowy's Tax Planning & Accounting, PLLC client knows to expect quality service in complete compliance with the standards established by the American Institute of Certified Public Accountants.
We offer a free initial consultation. There's no obligation, so give us a call at 602-943-4494 and let's discuss how we can help you meet your financial goals.
Alex Lowy, CPA, CEO, Owner
Alex Lowy is the founder of Lowy's Tax Planning & Accounting, PLLC. He is a Certified Public Accountant (CPA) with a Masters in Taxation (MTAX). Alex is also a member of the American Institute of Certified Public Accounts (AICPA) and the Arizona Society of Certified Public Accountants (ASCPA). He received his Bachelor of Science degree in Business Administration from Northern Arizona University in 1989 and his Masters from Arizona State University in 2002.
Alex began his career in finance as the controller for several small businesses specializing in restaurant management, manufacturing, high tech, and construction. During this time he earned his CPA certification. For the following six years, he worked as a CPA with several local firms that specialized in construction, real estate and high net worth individuals. In 2002, Alex opened his own firm, Lowy's Tax Planning and Accounting. The Lowy Team currently services over 300 small businesses specializing in medicine, law, construction, and real estate; as well as over 600 individuals a year.
Most CPA's do time at a national or regional firm, then go into private practice for mid – large companies. Alex started his employment for family owned small businesses and professional practices, and then become a tax master to help these same folks. Through his extensive education (both traditional and 13 years in the school of hard knocks – owning and running his own business) he has developed an aggressive (and Legal) attitude of pigs get fat, hogs get slaughtered attitude towards taxes. Alex is an entrepreneur at heart, having service business that helps closely held and family owned businesses and professional practices with bookkeeping, accounting, payroll, and of course taxes – all kinds of taxes! Plus his very intimate knowledge of working with thousands of small business owners gives his business a very cutting edge.
On a personal note, he is the father of five children; Brittany, Tyler, Elissa, William, and Alexis. He enjoys spending his spare time at the family's cabin on Clear Creek in Camp Verde, AZ.
Melanie is a born and raised Alaskan. She is originally from Selawik, a small North-Western village with a population of fewer than 1,000. She spent most of her adolescence in Alaska’s largest city, Anchorage. She recently relocated her family to Arizona in 2017, where she joined the Lowy Team as Business Manager.
She received her formal education in Business Administration and Management from the Alaska Pacific University. Over the last 20 years, she has progressively grown her career and has a firm background in human resources, organizational, financial and business management. Her experience includes business development, website development, marketing for both profit and non-profit organizations, and being a serial entrepreneur. She has obtained various certifications in leadership and human resources.
Melanie works with the staff within their prospective departments to ensure customers receive exceptional service. She also executes the accounting and payroll for Lowy’s software implementation, sales, marketing, human resources, project management and customer relations.
Melanie’s passions include spending time with her children, painting, boxing, fishing, hiking, camping and traveling.
Ted Hance, Senior Tax Accountant
Ted is a senior tax accountant and has been with our firm since 2016.
He has been in public accounting for over 33 years and has been a Certified Public Accountant since 1987. His concentrations are in tax planning and tax preparation for individuals and businesses. He has experience with various accounting programs including QuickBooks.
Ted’s educational background includes a BA in Accounting from the Arizona State University. He is passionate about theatre performance, theatre production, and music. Ted also attends the North Scottsdale United Methodist Church with his wife of 32 years and 26 year old daughter, where he sings on the choir.
Reyna Martinez, Accountant
Reyna is a staff accountant and has been with our firm since 2015.
She has been in the accounting and tax preparation profession for over 13 years. Her concentrations are in tax planning, tax preparation, financial statement preparation, and payroll services. She has experience with various accounting programs including QuickBooks. Her industry experience includes but is not limited to retail, real estate, and agricultural industry.
Reyna graduated from the University of California Riverside with a Bachelor’s degree in Business Administration with emphasis in Accounting and is currently working on becoming a Certified Public Accountant. She moved to Arizona in 2006 and currently resides in the West Valley of the Phoenix metropolitan area with her husband and three children.
Cynthia Bryant, Accountant
Cynthia is a staff accountant and has been in our firm since 2016.
She has been in the accounting and tax preparation profession for over 25 years. Her concentrations are in tax planning, tax preparation, financial statement preparation, and payroll services. She has experience with various accounting programs including QuickBooks.
Cynthia graduated from Pellissippi State Tech in Knoxville Tennessee with an AAS degree in Computer Science. She also obtained a certificate in general accounting. She moved to Arizona in 2001 and is the mother of three boys. She enjoys music, airshows, sports, and spending time with her boys, her family, and her twin Pomeranians, Peyton and Eli.
Monique Espinoza, Director of First Impressions
Monique has been involved in customer service and client relations for over 9 years. Her professional background includes retail management, law and medical back office.
A native Phoenician, Monique is a proud mother, writer, and community organizer. She is heavily involved in her community as a core member of the Latina based organization, Adelante Mami, which encourages women to pursue their passions as well as hosting various community service events and fundraisers. She also writes as a free-lancer and performs spoken word poetry at open mics across the Valley. Her biggest joy is raising her 2 year old son with her long-term significant other. She is a self-proclaimed foodie and truly loves to experience the arts.