ABOUT TONIA ROKEBY
When you work with Tonia Rokeby, you’re not just hiring an accountant—you’re gaining a trusted financial partner with decades of experience and a heart for real people.
With nearly 20 years in corporate finance and over 25 years preparing tax returns, Tonia blends deep technical knowledge with genuine care. She holds a Bachelor’s in Accounting, an MBA, and is currently pursuing her Doctorate in Organizational Management—a reflection of her lifelong commitment to learning, leadership, and excellence.
After years in the corporate world, Tonia took a leap of faith to build something more personal: a tax and bookkeeping firm where clients aren’t just numbers—they’re relationships. Today, she offers expert tax preparation and high-level monthly bookkeeping support under one roof, giving her clients a rare advantage: one trusted professional who understands both the day-to-day financials and the big-picture strategy.
Tonia’s approach is proactive, practical, and always personalized. Whether it’s managing monthly cash flow, navigating quarterly filings, or planning for year-end tax season, she keeps her clients clear, confident, and ahead of the curve—not scrambling at the last minute.
Her signature “VIP Legacy Package” reflects this full-circle philosophy: a complete financial support system designed for busy entrepreneurs and families who want peace of mind, consistent guidance, and real partnership year-round.
Her values are simple—but powerful:
- High-quality work you can count on
- Personalized service that meets you where you are
- A commitment to making the complex feel clear, calm, and doable
Tonia’s life experience is the foundation of how she serves. She’s a proud mom of six grown children and carries the memory of her son, Darien, with her in everything she does. His life—and the journey of loving and caring for him—deepened her compassion for families, especially parents of children with disabilities. That lived experience is what fuels her commitment to offering thoughtful, specialized financial support to caregivers, parent providers, and families navigating unique and often overwhelming circumstances.
Originally from Denver and now proudly based in Surprise, Arizona, Tonia has built both a business and a life rooted in trust, excellence, and care.
When she’s not supporting her clients, you’ll find her traveling with her husband Rick—the love of her life—or happily spoiling their grandchildren and soaking up every moment of this beautiful new chapter together.
Whether you’re building your business, prepping for tax season, or navigating big life changes, Tonia’s here to walk with you—every step of the way.
Smart strategy. Trusted support. Real heart.
Tonia is more than happy to assist you with any bookkeeping or tax issue your company has.
Tonia has been in the Accounting field since 2010 when she
received her bachelor’s degree in Accounting. Tonia also has her MBA and is currently pursuing her Doctorate in Organizational Management.
Tonia has completed tax returns for over 25 years, starting simple with individual returns and growing her business to include small business returns, corporate returns as well as trust returns.
Tonia is originally from Denver, CO but has been in the Surprise, AZ area since 2004.
TESTIMONIAL