Phoenix, AZ Tax Firm

About Us

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 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

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.


Mandy Cramblett

Mandy Cramblett, Office Manager

Mandy is the Office Manager and has been with our firm since 2019.

She was born in suburban Chicago but grew up in Craig, Colorado. Mandy relocated to Arizona in 2017 with her husband and two children. She heard great things about Alex and became a client and a year later she joined the Lowy Team as a Junior Accountant, then got promoted to Office Manager. She enjoys being outdoors and spending time with her family.

Mandy graduated from the Colorado NW Community College with an Associates in Accounting in 2011. She is new to the tax preparation profession, but she worked as an office manager for 10 years. She brings meticulous and systematic billing professional experience with over seven years of bookkeeping experience. She has experience with various accounting programs including QuickBooks. On the weekends she enjoys being a Real Estate Agent in the West Valley of the Phoenix metropolitan area.


Reyna Martinez

Reyna Martinez, Senior Tax Manager

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

Cynthia Bryant, Senior Tax 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 is also a DDP Yoga Level 1 Instructor in Training. 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.


David Crain

David Crain, Senior Tax Accountant

David is a senior accountant and has been with our firm since 2018.

He has been in the accounting and tax preparation profession for over 6 years, prior to that he was a business owner for 8 years and in government audit for 15 years. His concentrations are in Tax Planning, Tax Preparation, Financial Statement Preparation, and Payroll Services. He has experience with various accounting programs including QuickBooks. His industry experience includes, but is not limited to Retail, Real Estate, and Agricultural.

David graduated from Arizona State University with a bachelor’s degree in Accounting. He has lived in the Phoenix area for over 30 years and currently resides in Scottsdale with his wife and dog.


CJ Palmer

CJ Palmer, Business Development Specialist

ConnieJo (aka CJ) has been with the firm since 2019.

CJ was born and raised in Prescott, AZ. and moved to St Louis in 1995 and then to upstate New York in 2001. In June 2019, she moved to Estrella Mountain Ranch with her husband, son and pup Molly. She missed Arizona and is so happy to be back permanently. She loves traveling, sports and is a huge NY Mets Fan. -GO METS!!!

CJ has over 20 years of experience in the Customer Service field and a former Airline Employee. She attended Schenectady Community College in 2018 and 2019 and plans to attend Estrella Mountain Community College to finish her degree in Marketing. She was new to the accounting field and has been an administration assistant for 12 years. On the weekends she enjoys going to sporting events and visiting her family and friends in Prescott.


Joe Pineda

Joe Pineda, Tax Manager

Joe is the Tax Manager and has been with our firm since 2020.

Joe is a graduate of University of Wisconsin-Platteville with a Bachelor of Science degree in Accounting. Joe is a CPA and has been in public accounting since 2001.

His public accounting experience includes accounting services and tax preparation for individuals, businesses, trusts, and exempt organizations. Joe is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants.

In his spare time, Joe enjoys watching a variety of sports. As a native of Chicago, Illinois, he is an avid Bears, Bulls, Cubs & University of Wisconsin fan. Joe also likes being outdoors and loves to go hiking, biking, running, swimming, and traveling.


Casalyn Hearst

Casalyn Hearst, Tax Administration

Born and raised in Rome, GA. “You never change your life until you step out of your comfort zone” with that being said, I was in a need of a change and decided on Arizona. Just picked up within 3 weeks and moved here.

I have over 12 years of customer service experience. I studied at Chattanooga State Community College and currently enrolled at Surgent Income Tax school with plans to further my education.

I enjoy really long bike rides, shopping downtown, hiking, yoga, picnics, traveling, reading/podcast, visiting art galleries and wineries.


Lindsey

Lindsey Merendo, Administrative Assistant

Lindsey was born in Iowa but raised in Glendale, Arizona and is now currently living in Phoenix. She graduated from Mountain Ridge High School. Before Lowy’s, she worked with special needs children.

Her family is her world! Her boyfriend Shayne and her have been together for almost 3 years and they have 4 amazing kiddos. Her son Parker is 11 years old. Logan, Emma, and Charleigh are her bonus kids! They have 2 dogs and a few cats that visit them for treats every day.

In her spare time she loves to go hiking, camping and watch sports! Go Cubs Go!

Lindsey's goal is to continuously learn and grow in any adventure that comes her way.

She is so happy to be a part of the Lowy’s team!


Maharishi

Maharishi Joshi, Staff Accountant

Mahrishi was born in India and came to the US when he was four years old. He has lived all over the country but has stayed in Arizona the longest at over 12 years. He got his associate’s degree from Mesa Community College in 2020 and his bachelor’s degree from WGU in 2022. He is planning on getting his master’s and his CPA sometime in the next couple of years. He enjoys reading sci-fi & fantasy novels, playing DnD with his friends, and running with his dog, Sunny.


Maharishi

Erika Mancillas, Admin Assistant

Erika was born in Jalisco, Mexico and has been in Arizona since the age of 5. She graduated from North Canyon High School. She has over 7 years of experience in Customer Service and Hospitality. She loves to spend time with her family and her boyfriend of 5 years, Grant. She also enjoys going to farmers markets, art festivals, concerts, and traveling (especially to places with a beach!). she is very excited to have recently joined the Lowy’s team and looking forward to what’s to come.