Business Details
Trusted Accounting & Tax Services in Bountiful, Utah
For decades, our firm has delivered personalized tax, accounting, and consulting services tailored to the unique needs of privately-owned businesses and individuals. Our expertise spans basic tax compliance to advanced strategic planning, financial reporting, and CFO advisory services. With a global client base and secure digital capabilities, we ensure seamless document exchange and collaboration across borders.Our team combines deep technical knowledge with a commitment to high standards, employing seasoned professionals who have earned the trust of clients for over 95 combined years. We pride ourselves on responsiveness, talent, and the ability to provide timely, competent advice that empowers clients to achieve their financial goals.
Services
Tax Preparation
Tax Representation
Accounting Services
CFO Advisory
International Taxation
Cost Segregation
Entity Restructuring
Financial Planning
Employee Benefits Plans
Secure Payment Portal
Highlights and features
- We offer 95+ combined years of experience in tax and accounting services.
- Our team includes CPAs with expertise in international taxation and CFO advisory.
- We provide secure, encrypted document exchange for global clients.
- Our professionals have served third-generation clients for decades.
- We combine technical excellence with personalized, responsive service.
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, businesses, and trusts. Our services include multi-state tax allocations, estate tax filings, and audit representation. By staying current with evolving tax laws, we minimize liabilities while ensuring compliance. Clients benefit from flexible interview options via in-person meetings, phone, or email.
CFO Advisory
Our CFO services offer strategic financial management for growing businesses. We deliver cash flow analysis, budgeting, financial projections, and merger/acquisition guidance. This cost-effective solution provides access to expert financial leadership without full-time hiring, helping clients optimize liquidity and profitability through data-driven decision-making.
International Taxation
We specialize in cross-border tax planning for corporations and individuals. Services include U.S. tax compliance for foreign workers, overseas business operations structuring, and international tax treaty analysis. Our global network of professionals helps clients navigate complex international tax regulations while minimizing liabilities and ensuring compliance.
Accounting Services
From startups to established enterprises, we provide accurate financial record-keeping and reporting. Our services include bookkeeping, financial statement preparation, payroll processing, and cash flow forecasting. We help businesses maintain compliance, improve financial visibility, and make informed strategic decisions through reliable accounting systems and expert analysis.
Cost Segregation
Our cost segregation studies identify accelerated depreciation opportunities for real estate owners. By reclassifying personal property assets, we help clients reduce tax liabilities and improve cash flow through enhanced depreciation deductions. This service benefits commercial property owners seeking to optimize tax strategies and maximize investment returns.
People
Curtis Trader
CPA, CFP
Former KPMG senior manager with 11 years in personal financial planning and tax specialization. Served on Utah's Tax Review Commission and led estate planning initiatives. Expert in trust and individual taxation with a master's degree from Brigham Young University.
Matthew Orton
CPA
Specializes in tax consulting for diverse industries including real estate and software. Former Tax Director at Tanner LLC. Recognized for simplifying complex tax concepts and delivering practical solutions. Graduated from Boise State University with accounting expertise.
Robert Spangler
CPA
Former VP of Finance at XanGo with international business expansion experience. Provides tax and CFO services for domestic and global clients. Licensed in Utah and California. Expertise in solving complex tax challenges for growing businesses.
Randall Hill
CPA
23-year KPMG veteran leading alternative investment tax practices. Advises private equity and venture capital funds on U.S. reporting requirements. Expert in corporate and partnership taxation across multiple industries. Holds a master's degree from Utah State University.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and cash flow forecasting tailored to small business needs.
How can you help with international tax compliance?
Our experts assist with cross-border taxation, U.S. tax compliance for foreign workers, and structuring international business operations.
Do you offer virtual CFO services?
Yes, we provide cost-effective CFO advisory services including budgeting, financial projections, and merger/acquisition guidance.
What tax planning strategies do you specialize in?
We focus on year-round tax planning, entity selection, cost segregation studies, and minimizing tax liabilities through strategic analysis.
How do I submit documents securely?
We offer encrypted document exchange capabilities for secure file sharing from anywhere in the world.
