Business Details
Trusted Accounting and Tax Services in Lehi, Utah
At Larry Cox & Associates, we are committed to delivering exceptional accounting and financial services rooted in professionalism, responsiveness, and quality. With decades of combined experience, our team provides personalized guidance to individuals, businesses, and nonprofits, ensuring tailored solutions that safeguard financial well-being. Our expertise spans tax preparation, estate planning, cash flow management, and QuickBooks support, all backed by a dedication to continuous education and client-centric service.We prioritize transparency, ethical standards, and proactive communication, helping clients navigate complex financial landscapes with confidence. Our reputation as a trusted advisor in Lehi, Utah, reflects our unwavering commitment to excellence and client satisfaction.
Services
Personal Financial Planning
Estate Planning
Elder Care
Small Business Accounting
Payroll
Part-Time CFO Services
Tax Preparation
Tax Planning
QuickBooks Setup
QuickBooks Training
Highlights and features
- We offer one-on-one guidance for personalized financial planning.
- Our team provides comprehensive tax strategies to minimize liabilities.
- We specialize in QuickBooks setup and training for small businesses.
- We deliver responsive, tailored solutions for estate and elder care planning.
- Our firm maintains high standards through continuous professional education.
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, ensuring adherence to federal and state regulations. Our process minimizes errors and maximizes refunds while addressing unique financial situations. Clients receive clear guidance to navigate complex tax obligations confidently.
Personal Financial Planning
Our financial planning services help individuals manage risk, optimize investments, and achieve long-term goals. We create customized strategies for retirement, estate planning, and asset protection. Clients benefit from ongoing support to adapt to life's financial changes.
QuickBooks Setup
We configure QuickBooks for small businesses, ensuring proper setup for seamless financial tracking. Our experts tailor the system to client-specific needs, improving efficiency. Training and support are provided to maximize software utility for day-to-day operations.
Estate Planning
We assist clients in creating comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include wills, trusts, and tax-efficient strategies. Our approach simplifies complex legal processes while aligning with individual family needs and goals.
Small Business Accounting
We handle accounting tasks for small businesses, including payroll, cash flow management, and financial reporting. Our services reduce administrative burdens, allowing owners to focus on growth. Clients receive actionable insights to improve profitability and operational efficiency.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, and financial reporting tailored to small businesses.
Do you handle tax problems with the IRS?
Yes, we assist with IRS audits, back taxes, payment plans, and tax debt resolution.
Can you help with QuickBooks setup and training?
We offer QuickBooks setup, training, and ongoing support to streamline your accounting processes.
What estate planning services are available?
We provide wills, trusts, and tax-efficient strategies to protect and transfer your assets.
Are your services available for individuals and nonprofits?
Yes, we serve individuals, businesses, and nonprofit organizations with customized financial solutions.
