Tax Planning & Preparation
01Federal and state returns for individuals, partnerships, S-Corps, and C-Corps. Year-round planning to minimize what you owe — legally and confidently.
- Individual & business returns
- Multi-state filings
- Quarterly estimated payments
- IRS & state notice resolution
Accounting & Bookkeeping
02Monthly close, financial statements, and clean books in QuickBooks Online or Desktop. We catch issues before they become problems.
- Monthly bookkeeping
- Bank & credit-card reconciliations
- Financial statement preparation
- QuickBooks setup & training
Payroll Services
03Compliant payroll processing for small teams — direct deposit, tax filings, and W-2/1099 prep handled for you.
- Bi-weekly or monthly payroll
- Federal & Utah tax filings
- W-2 & 1099 preparation
- New-hire reporting
Business Advisory
04Strategic guidance from a CPA who has seen Utah small businesses through every stage of growth.
- Entity selection & structuring
- Cash-flow forecasting
- S-Corp reasonable comp analysis
- Succession & exit planning
QuickBooks Consulting
05Setup, cleanup, and training so your books are working for you, not against you.
- File setup & chart of accounts
- Cleanup engagements
- Custom reporting
- Staff training
IRS Representation
06If you've received a notice or are facing an audit, our CPAs can represent you before the IRS and Utah State Tax Commission.
- Notice response
- Audit representation
- Payment plans & offers in compromise
- Penalty abatement