Business Details
49 Years
experience
Details
- Year established: 1977
Highlights and features
- We have over 40 years of accounting experience.
- Our team combines more than 250 years of combined expertise.
- We provide 650 hours of community service each year.
- We maintain rigorous compliance and ethical standards.
- Our CPAs deliver personalized tax planning for yearend readiness.
Payment methods
- Checks
- Debit cards
- Credit cards
Services
Tax Preparation & Advisory
Our firm delivers comprehensive tax planning and preparation designed to legally minimize your tax burden. We take a forward-thinking approach, offering personalized strategies for individuals and businesses while ensuring accuracy and compliance. Clients rely on us to interpret changing tax regulations and address unusual financial events. Every return is prepared with meticulous attention to available opportunities for savings.
Audit & Review
We support clients requiring CPA-prepared, compiled, reviewed, or audited financial statements by coordinating directly with their teams and any involved third parties. Our clearly defined processes ensure efficient completion of each engagement, while our industry experience strengthens the quality of our recommendations. We focus on providing timely, accurate reporting that meets your needs and reinforces stakeholder confidence.
Business Valuations
Our valuation professionals offer comprehensive business appraisal services designed to support transactions such as acquisitions, sales, and buy-sell agreements. With Certified Valuation Analysts on our team, we apply established methodologies and maintain compliance with industry standards. We focus on producing reliable valuations that help reduce risk and enhance decision-making. Clients rely on us for knowledgeable guidance throughout the valuation process.
Estate & Succession
We provide clients with estate and business succession planning designed to simplify complex tax rules and support effective transfer strategies. Working collaboratively with legal and financial professionals, we help ensure plans are accurately implemented and fully compliant. Our team also offers trust administration guidance, business transition planning, and charitable solutions, delivering information in a clear, educational manner.
Crypto Tax
We assist crypto investors in understanding and meeting their IRS reporting obligations. Our team applies its knowledge of blockchain activity to help you accurately track transactions, report gains and losses, and avoid unnecessary tax overpayments. Whether you trade, mine, or hold digital assets, we guide you through the requirements and ensure compliance with current tax rules.
Bookkeeping & Payroll
We support business owners with structured bookkeeping and payroll services designed to keep financial information accurate and current. Our team documents income and expenses, prepares internal financial statements, and ensures your books remain well-organized. We additionally handle payroll calculations and employee payments. With our professionals managing these duties, you can devote greater attention to advancing your business.
Accounting Software Consulting
We regularly see small businesses relying on their accounting software only for basic transactions, leaving valuable reporting capabilities unused. Our role is to help clients understand how the right software can organize financial data and support stronger decision-making. We provide guidance, training, and implementation tailored to each industrys requirements. Our team ensures your system functions effectively for your operations.
Retirement Plan TPA
We offer professional retirement plan consulting focused on developing plan designs that support your companys objectives and regulatory responsibilities. Our CPAs and ASPPA-trained team assist with defined contribution arrangements, including flexible 401k and Profit Sharing configurations. We help you evaluate features that best serve your priorities while meeting DOL and IRS rules. Our service emphasizes accuracy, compliance, and dependable plan administration for employers of all sizes.
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Reviews (5)
Shay Munk
Nov 15, 2022
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If you want an accountant that truely cares about you and your business, go with Herschel! He has always been quick to respond and has played a crucial role in helping us make future business decisions.
Yvonne Nelson
Nov 07, 2020
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I have worked with Cook Martin Poulson since 2011. They are fast, reliable and super helpful. I know that at the end of the day, they have my back and it makes running my business affairs so much easier! I love their responsiveness and willingness to help even when they are swamped! Thank you Jessica, Dave and Erik!
Chris Fawson
Oct 12, 2020
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Best accountants in the state! I've always done my own taxes through HR and Turbo but had a few too many forms this time around and decided to have them done by Brady. He opened my eyes and explained some extra credits I was eligible for, answered all my dumb questions, and helped me and my wife get the biggest return we have yet! We have told all our friends and family to use these guys because they're the best in the business!
Matt Meldrum
Sep 10, 2020
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Shaun Morrow was very responsive, professional, friendly and was a great help with my corporate tax return. I was in need of getting the job done in a very short time frame and although it was a very simple return he treated me as if my return was still very important. He understood the urgency that I had for completing my return and made me feel that my return was just as important as a larger corporations' return. I would recommend Shaun Morrow to anyone!
Sandy Klein
Aug 16, 2020
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I really appreciate how hard they worked to get my parents taxes completed after my dad passed away! It was hard for me because we werent sure of a lot of the information! It gives us a peace of mind knowing that they took care of us at this most difficult time!