Business Details
31 Years
experience
Your Trusted Partner for Accounting and Advisory Solutions
Since 1995, MyCPA Accounting & Advisory Services has been dedicated to providing comprehensive accounting and financial advisory solutions to individuals and businesses in Provo, Utah. Our team of certified professionals brings decades of combined experience in tax planning, bookkeeping, financial reporting, and business consulting. We specialize in corporate, partnership, and individual taxation, offering tailored strategies to minimize tax liabilities while maximizing financial growth. Our services extend to business succession planning, estate planning, fraud prevention, and cash flow management, ensuring clients receive holistic support for their financial needs.We prioritize client relationships, working collaboratively with attorneys, bankers, and advisors to deliver personalized solutions. Our commitment to excellence is reflected in our rigorous financial reporting processes, including compilations and reviews that meet the needs of stakeholders. With a focus on innovation and integrity, we empower clients to navigate complex financial landscapes with confidence. Our team actively engages in professional development and community leadership, maintaining memberships in the AICPA and Utah Association of CPAs. We pride ourselves on delivering reliable, transparent services that foster long-term client success and trust.
Services
Tax Preparation
Bookkeeping
Financial Reporting
Business Consulting
Payroll Services
Estate Planning
Business Succession Planning
Fraud Prevention
Cash Flow Management
Payroll Processing
Details
- Year established: 1995
Highlights and features
- Certified CPAs with decades of combined experience
- Personalized tax planning strategies for individuals and businesses
- Comprehensive financial reporting services including reviews and compilations
- Proven track record since 1995 in Provo, Utah
- Client-focused approach integrating tax, accounting, and business strategy
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals, trusts, estates, corporations, and partnerships. Our team ensures compliance with federal and state regulations while optimizing deductions and credits. With expertise in tax code intricacies, we offer strategic planning to minimize liabilities and represent clients during IRS audits.
Financial Reporting
Our financial reporting services include compilations and reviews that meet stakeholder requirements. We analyze financial data to produce accurate statements, offering limited assurance for reviews and relying on client-provided information for compilations. These reports help businesses secure financing and maintain regulatory compliance.
Business Consulting
We deliver tailored business consulting for entity selection, succession planning, and cash flow management. Our experts help clients choose optimal business structures, develop transition strategies, and implement financial projections to support sustainable growth and operational efficiency.
Payroll Services
Partnering with preferred providers, we offer efficient payroll processing solutions. Our services ensure accurate tax compliance, seamless employee payments, and integration with accounting systems. We support paperless workflows and maintain precise records for regulatory audits.
Estate Planning
Our estate planning services address asset distribution and tax implications. We guide clients through creating organized plans for transferring wealth to heirs, minimizing legal complications, and preparing for future financial needs while considering evolving tax laws.
People
Angie Morris
CPA
Angie Morris, a BYU MAcc graduate and AICPA/UACPA member, specializes in corporate and individual taxation. She has held leadership roles in professional organizations and focuses on minimizing client tax liabilities while providing strategic financial guidance.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, financial reporting, payroll processing, business consulting, estate planning, and fraud prevention services for individuals and businesses.
How do you handle business succession planning?
We develop customized transition strategies for transferring business ownership to heirs, employees, or buyers, addressing tax implications and operational continuity through detailed financial analysis.
Are your accountants certified?
Yes, our team includes Certified Public Accountants (CPAs) with memberships in the American Institute of CPAs (AICPA) and Utah Association of CPAs (UACPA).
What areas do you serve?
We primarily serve Provo, Utah, with clients across various industries requiring personalized accounting and advisory solutions.
Can you assist with cash flow management?
We create short- and long-term cash flow projections to help businesses manage daily operations and plan for capital needs through strategic financial modeling.
