About Our Company
Winkler CPA & Consulting provides financial solutions for success to
individuals, businesses, governmental entities, and not-for-profit organizations.
We value excellence and efficiency both in our product and services; mutual respect between our firm and others; profit for our clients and our firm; as well as, integrity, loyalty, personal responsibility, and creative thinking in our clients and our employees.
Our objective, for our clients, is to provide intelligent accounting and tax solutions for each and every individual or entity. Our expertise and experience leads us to educate our clients to utilize technology to perform traditional accounting. We seek to reduce our clients’ taxes, create comprehensive fiscal plans to facilitate and assist our clients’ growth, and implement these plans at the appropriate benchmark.
President, CPA, MT
Robin has worked in the public accounting industry for over thirty years. She is knowledgeable in compilations, payroll tax returns, tax preparation and review (individual, corporate, partnership, fiduciary and estate), as well as tax planning. She excels in educating clients in accounting practices.
Robin has a Bachelor of Business Administration with a major in Accounting from the University of Georgia in Athens, Georgia. She also has a Masters of Taxation from Georgia State in Atlanta, Georgia. She has been a registered CPA in the state of Arizona since 1995.
After living in North Carolina and Georgia, she moved to Tempe. Arizona in May, 1995 with her husband, Jason. She and Jason have two daughters. Christina is currently living in Hawaii, using her plant biology/ecology degree to advise farming communities on better ways to grow organic foods. Ashley is living in Phoenix and working at a real estate firm specializing in remodeling homes for resale.
When she’s not in the office, she enjoys movies (especially scary ones), reading, traveling and hiking.
Jason joined the firm in August of 2017 as the office manager and later purchased the business with his wife (Robin) in 2018. He has a Bachelor’s Degree in Finance from Kansas State University in Manhattan, KS. Thus the “purple theme”.
Jason moved to Arizona in 1989 and has spent over 20 years in the mortgage lending industry. He started as a loan officer and moved up to a Regional Vice President with a prominent national Bank. He is a big sports fan and active participant in basketball and softball leagues in the Valley. When he is not playing or watching sports he is working out in the gym or going out to a movie.
Jason was born in Kansas City, MO. He resides in Tempe with his wife Robin. One young adult daughter lives in Hawaii (Christina) and another young adult daughter finished up her Bachelor’s Degree in Tucson at The University of Arizona (Ashley). She is currently working for a real estate Development Group here in Phoenix.
Our mission, with the framework of our values, is to develop long-term relationships by focusing on the achievement of personal and professional goals.
Sandi joined our firm in February 2016 as our Executive Assistant. She has an Associate Degree in Business. She brings 30+ years of experience as an Administrative/Executive Assistant to our team. If you call or come into our office, she is most likely the first person to greet you.
Sandi lives in Cave Creek with her husband, Todd, and their three rescue dogs Peanut, Fudge and Gumball. When they aren’t being kept busy and entertained by their fur-children, they are enjoying life as new empty nesters! They have two grown sons, who are adulting very well! Tristan, who is 21, lives in Tempe, is going to college, while working in the restaurant industry, as well as training for his Black Belt in Brazilian Jiu-Jitsu. Their other son, Ashton, who is 19 and a Freshman at NAU in Flagstaff, is focusing on his first year away from home and his studies. He is involved in several clubs and is enjoying his new college social life and freedom. He finished his first semester with straight A’s! Sandi stays busy sending plenty of care packages to both boys and the post office knows her by her first name now!
Sandi originally hails from Ohio and is still a loyal Cleveland Browns and Ohio State Buckeyes fan, despite living in Arizona for 19 years. Ironically, she married a Michigan fan, who’s also a football coach, so football season in their house is always interesting. Together, they have a passion for health and wellness, which includes a lifestyle of eating healthy, yoga, weightlifting, walking, reading personal development, and staying mentally and physically fit. When she’s not busy being a football wife attending every game, or building her online social media brand, she enjoys traveling, watching television, sporting events, shopping, dining out or just staying home with her family, her happy place.
Paul J. Cruz
Tax Manager, CPA
Paul has 17 years of experience in the tax and accounting profession, having worked primarily in public accounting with a short industry stint as part of the SEC reporting and compliance team at a Fortune 100 company. While most of his professional career has been at smaller firms, he gained valuable experience in the state and local tax (SALT) department at PricewaterhouseCoopers (PwC) and the federal taxation department at Grant Thornton. He is knowledgeable in tax preparation and review, particularly individual, corporate, and partnership returns, as well as tax planning and general financial consulting. Developing client relationships and assisting clients in navigating tax-related challenges is what he enjoys most about public accounting.
Paul has a Bachelor of Science degree in accounting from the University of Wisconsin-River Falls and has been a registered CPA in Minnesota since 2015 and Arizona since 2020.
Paul moved to Arizona in 2020, and in his free time enjoys reading, golfing, and watching sports.