About Us

To meet the needs of our clients, Treestone Accounting was established as a Arizona Accounting firm to provide accounting, tax, and business advisory services to corporations, small businesses and individuals throughout the Phoenix area. Recognizing that each client has unique goals, we tailor our services to meet your specific needs. To better meet the needs of our clients, we have individualized services for clients in industries like individuals, construction accounting, healthcare accounting, real estate accounting, financial services accounting, professional services and various consumer services. These individualized services have enabled us to address their industry specific challenges, compliance needs and standard tax practices.

Marla Neely -- Managing Member

Marla has been practicing as a tax accountant and small business advisor for more than 15 years. Her practice uses a strategic management style that enables business owners to accomplish their financial goals and objectives sooner, so they can achieve more of the things they value in life.
Marla earned a Bachelor of Science in Accountancy from Arizona State University. She is licensed as an Enrolled Agent, which allows her to represent individuals and businesses in tax court and carries special privileges when dealing with the IRS. Marla established an accounting and tax practice in 1992 and specializes in providing small business counseling. Her unique combination of entrepreneurial skills and management style gives her clients an edge by being proactive in acquiring and utilizing the latest and most proficient tax, financial and estate strategies.

Michael Neely – Financial Advisor
Michael has been providing strategic investment and wealth management solutions since 2001. His experience allows him obtain clients ultimate financial objectives. He executes strategies based on each client’s individual goals by providing ongoing portfolio oversight and personal management of investments assets. Retirement distribution income planning is the core focus of his practice. He is securities licensed series 6, 63, 65 and 7. Insurance licensed in Arizona and California.

Herman Charlip, CPA
CPA Herman is a CPA who specializes in fiduciary and estate work. He worked for a New York law firm for nine years providing estate consultation and preparing all types of business and estate returns. Herman earned his accounting degree at Brooklyn College.