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MOD Ventures, LLC

MOD Ventures, LLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, expertise, and responsiveness. Many praise long-term reliability, seamless scaling for growing businesses, and proactive financial guidance. Tax support, payroll management, and strategic advice are frequently commended. A few mention outstanding crisis assistance (PPP loans). One negative review cites unresponsiveness and disorganized bookkeeping, but this is an outlier. Most emphasize personalized attention, quick communication, and peace of mind with complex financial matters. Repeated themes include trustworthiness, professionalism, and valuable business insights.

About This Listing

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Professional Services
QuickBooks
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Professional Services
QuickBooks
Years of Practice
CPA License

Contact Information

Address

215 W Giaconda Way Suite 131

Tucson, Arizona 85704

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

We have been working with MOD Ventures for about a year. Gabby, our assigned CFO (Adam) and his team have been an exceptional partner in managing our financial operations. From bookkeeping and payroll to taxes, monthly financials, cash flow management, and strategic CFO support, their team has consistently delivered high-quality service. Their responsiveness is top-notch ? we always get timely, thoughtful answers to our questions. The accuracy of their work has been excellent, and it's clear they are both

"Working with Gabby and the MOD Ventures team has been a game-changer for me. Every time I meet with Gabby, I walk away feeling more confident, more informed, and more in control of my business decisions. Her guidance on strategies like the Augusta Rule and shareholder loans has not only saved me money but also helped me understand how to grow wisely. I?ve been diving into business education and investing in myself, and Gabby has helped me make smart, tax-efficient decisions every step of the way. Honestly,

I've been working with Gabby Luoma and her magnificent team since 2012. As a new business owner at the time, they were lifesavers in helping me get started the right way. Almost 10 years later, they are still my go-to team! They expertly guided me through the first PPP process in 2020 so that I could save my business and pay my staff. Then again this year (2021), they took initiative to review my accounts and let me know that I was eligible for a second round of assistance. I can't imagine working with

Outstanding! We are a busy, two surgeon private practice in Tucson, Arizona and we have used Mod Ventures since we started our new practice. They are exceptional. From the early days of just starting a new practice (I have been in practice 17 years and worked with a few different firms over the years) to the current day of several employees, payroll, insurance work, cosmetic work... Mod Ventures has managed it all. They have been able to grow and scale the work they do for us. Adam and Trish are always

We have been with Mod way back since 2003 when we started our first business then we have to close and reopen our new business in Texas in 2009. Even if we are not in the same city they are so very helpful during the year with my accounting. I send them quick email and they quickly reply with answers and tips. They have add new people to their staff but I always get the same great service I started in 2003. Nothing better to have peace of mind that if the IRS is knocking at your door MOD will be there to he

We have been working the team at MOD Ventures since 2014. They helped us set up our accounts from the start of our business and we have been with them ever since. They are always on top of new information that may be a benefit to our business, provide super quick responses to questions and provide excellent CPA services!

I would not recommend Mod Ventures to any business owner looking for a reliable outsourced bookkeeping solution. Their team was completely unresponsive and unprofessional. Seems like most of their staff bookkeepers do not work at Mod full time and are only available one or two days a week at most. After failing to perform according to our agreement, we had to pay thousands of dollars to clean up their poor and disorganized books. Our firm had an incredibly poor experience with them.

So glad that I found MOD Ventures this past year! Gabby has been a pleasure to work with, she is willing to accommodate my sometimes challenging requests, and she has given me such good business advice in these challenging times! So thankful to have a great resource and friend to help me navigate these waters!

MOD Ventures provides such professional and personal service. They took the time to answer my questions and made me feel very comfortable speaking with them. Their online BSI course that I took was also great for my small business .

Gabby was very professional and helpful with our tax questions. She listened with great empathy and patience. Our meeting was very productive.

MODventures as a whole has been amazing to work with. They are friendly, knowledgeable and always available when I need them! Highly recommend this company and their services!

I meant to do this sooner. I?ve been using Mod Ventures now for going on four years. Just want to give credit when credit is due The owner is just absolutely amazing As helping you with taxes, business questions And Adam, I have been using for close to a decade in her office. Great people knowledgeable Does not overcharge. highly recommend Thank you, Mod Ventures

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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