Business Details
12 Years
experience
Expert Accounting & Tax Services in Orem, UT
As a licensed Utah CPA with over 20 years of experience, I founded this practice to provide tailored accounting solutions for individuals and businesses across Utah. Graduating from Brigham Young University with a Master's in Accounting, I combine academic rigor with practical expertise in tax preparation, financial planning, and outsourced CFO services. My practice prioritizes client-centric service, treating every client as a top priority while ensuring compliance with federal and state tax codes. With a focus on accuracy and long-term financial strategy, I help clients navigate complex tax situations, optimize deductions, and maintain sound financial health.My commitment to continuing education ensures up-to-date knowledge of evolving tax regulations, while my local expertise benefits Utah-based businesses and residents alike. By offering both personal tax services and comprehensive business accounting solutions, I aim to be a trusted financial partner for clients at all stages of life and business development.
Services
Tax Preparations
Outsourced CFO
Financial Consulting
Payroll Services
Tax Planning
Details
- Year established: 2014
Highlights and features
- We offer 20+ years of specialized accounting expertise in Utah tax codes
- Our team provides personalized financial guidance for individuals and businesses
- We guarantee accurate tax preparation with compliance assurance
- Our outsourced CFO services deliver executive-level financial management at lower costs
- We maintain strict compliance with 80 hours of biennial continuing education
Associations and certifications
- Utah Board of Accountants
What people say
Great accounting
Tax work
Services
Tax Preparations
Comprehensive tax preparation services for individuals and businesses ensure accurate filings with federal and Utah state authorities. Our expertise in current tax codes helps maximize deductions while maintaining compliance. We handle complex returns for various business structures and personal tax situations.
Outsourced CFO
Strategic financial leadership services for growing businesses without full-time CFO capacity. We provide budgeting, financial analysis, and strategic planning support to help businesses maintain financial health and make informed decisions.
Payroll Services
Complete payroll management solutions that ensure accurate employee payments and tax filings. Our services include wage calculations, tax withholding, and regulatory compliance reporting to simplify payroll operations for businesses.
Tax Planning
Proactive tax planning services help individuals and businesses optimize their financial positions throughout the year. We develop strategies to minimize tax liabilities while maintaining compliance with evolving tax regulations at both federal and state levels.
Financial Consulting
Expert financial guidance covering budgeting, cash flow management, and business financial strategy. Our consulting services help clients make informed decisions about business growth, personal financial planning, and tax-efficient strategies.
People
Adam Garfield
CPA
Licensed Utah CPA with 20+ years of experience, Master's in Accounting from Brigham Young University, specializing in tax preparation and financial consulting for Utah businesses and residents.
Questions
What accounting services do you offer for businesses?
We provide outsourced CFO services, payroll management, financial reporting, and tax compliance solutions tailored to Utah businesses.
Do you handle both personal and business tax preparation?
Yes, we prepare individual tax returns and business tax filings for corporations, partnerships, and LLCs.
How can an outsourced CFO benefit my small business?
Our outsourced CFO services offer executive financial management without full-time employment costs, including budgeting and strategic planning.
Are you qualified to handle Utah-specific tax requirements?
As a Utah-licensed CPA with 20+ years of experience, I maintain specialized knowledge of state tax codes and compliance requirements.
What makes your tax preparation service different?
We combine technical expertise with personalized service, focusing on maximizing deductions while ensuring compliance with federal and state regulations.
