Accounting and Tax Strategy for Businesses That Want to Pay Less Tax and Grow
Utah-based Premier CPA Firm built for $500k – $5M revenue businesses that want accurate books, fewer surprises, lower taxes, and a plan for the next 12 months
Seems profitable, but your bank balance tells a different story
See where the money really goes
Defines "tax planning" as a last minute April panic
Have confidence you are paying the least taxes legally possible.
Feels stuck financially, and unsure where to head next
Know which jobs and projects actually make money
Doesn't have a reliable, consistent process in place for financial operations
Build a financial architecture that scales and gives you your time back
What we do
No More Disconnected Advice
One Team, One Plan
Based in Salt Lake City, we support growth-minded businesses across Utah and beyond. With one team for bookkeeping, tax planning, and advisory, we keep context in-house—so planning ideas surface naturally and you get more value than a patchwork of providers.
Tax Strategy and Planning
We help you understand how your choices during the year shape your tax bill and what you can do to influence it, instead of waiting to see what happens later.
We set up the financial structure that supports growth: clean reporting, profitability tracking, and forward-looking planning. You get a partner who helps you think through decisions before they hit your bottom line.
When your bookkeeping, tax strategy, and financial decision-making come from the same place, there are no gaps, no mixed messages, and no repeating the same information to five different people.
We’re local
We understand how Utah businesses scale—local hiring markets, common growth hurdles, and Utah-specific tax considerations. You get advice that fits how things actually work here, not a generic national playbook.
We’re proactive
You will not hear from us once a year. That isn’t how real support works. We check in, follow up, and keep you ahead of issues so you’re never stuck reacting.
We explain things clearly
We speak to you the same way we’d speak to a friend or neighbor running a business. You’ll always understand what your numbers mean and what needs your attention.
What Utah business owners say about working with us
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A local accounting team that feels like part of your business
You get people who know your business, speak your language, and actually care about getting this right. Book a call and see how much easier things feel when the financial pieces finally line up.