Our story spans the decades and includes significant and strategic business relationships shaped by our strong heritage and built to continue our legacy.

1937 – Balser, Horowitz, Frank, & Wakeling CPA practice is established in Long Beach, California.

1979 – Ronald Blue & Co. is founded in Atlanta, Georgia to provide comprehensive financial strategies based on biblical wisdom that seeks to empower clients to live enriched lives.

1986 – Ronald Blue & Co. opens a Tax and Business Services Division to serve the growing needs of its clients in Atlanta, Georgia.

1992 – Ronald Blue & Co expands and opens office in Phoenix, Arizona.

1993 – Ronald Blue & Co. continues expansion and opens an office in Orange County, California to serve clients on the West Coast.

2000 – In effort to expand its tax practice and better serve the growing West Coast clientele, Ronald Blue & Co. acquires Balser, Horowitz, Frank, & Wakeling as part of the Tax and Business Services Division. Also, in this same year, the headquarters for the CPA practice is moved to Orange County, California.

2011 – Ronald Blue & Co. opens its third Tax and Business Services office to serve the developing professional athlete business in the Phoenix, Arizona location.

2014 – Due to continued growth and expansion of its Tax and Business Services Division, Ronald Blue & Co. incorporates the division into a full service CPA firm and titles the name Ronald Blue & Co. CPAs and Consultants.

2015 – Ronald Blue & Co. CPAs and Consultants opens its fourth office in Knoxville, Tennessee extending the firm’s reach of delivering excellent client service and building strong relationships.

Success Story

We have our own success story – people with a vision and a mission. Learn more about our founders, our founding principles, and how those have shaped us into the firm we are today.

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Phoenix Office
350 W. Washington Street
Suite 226
Tempe, AZ 85281

Phone: 480.214.7476
Fax: 480.968.1756

Professionals for this Location

Phoenix Office

The Phoenix office was opened was opened in 2011 to serve the growing clientele of the Phoenix branch office of the wealth management firm, Ronald Blue Trust. Lori Davis, a former partner with Ronald Blue Trust, led the opening and growth of the CPA practice.  In 2012, Mike McLaren, another local CPA with a significant presence in the community and ties to Ronald Blue Trust, joined the CPA firm. With a long history of serving professional athlete clients, Mike, working closely with Ronald Blue Trust’s Professional Athlete Division, oversees all the tax preparation for the professional athlete clients of the firm.

The Phoenix office of Ronald Blue CPAs serves clients in the Phoenix area and around the United States. While providing all the services of Ronald Blue CPAs, the Phoenix office specializes in working with professional athletes, dairy farmers, doctors, multi-state businesses, and those in need of generational tax planning.


Headquarters Address:
1551 North Tustin Avenue
Suite 1000
Santa Ana, CA 92705