Business Details
8 Years
experience
Trusted Accounting Services in Ogden, Utah
Founded by Chuck and Mike Ulrich, Ulrich & Associates is a full-service accounting and tax firm based in Ogden, Utah. With decades of combined experience, we prioritize client relationships while maintaining the agility to address diverse financial needs. Our team of certified professionals invests in ongoing education and advanced technology to stay ahead of evolving tax regulations. We specialize in audits, tax planning, estate planning, and business advisory services for individuals and organizations across Northern Utah. Our commitment to personalized service and technical expertise has established us as a trusted partner for clients seeking reliable financial guidance. 
Services
Tax Preparation
Audits & Reviews
Estate Planning
Bookkeeping Services
Business Advisory
Retirement Planning
Sales Tax Compliance
Financial Consulting
Details
- Year established: 2018
Highlights and features
- We offer decades of combined experience in Utah accounting services
- Our team includes certified CPAs with specialized tax expertise
- We use state-of-the-art technology for accurate financial solutions
- Our client-first approach ensures personalized attention to every detail
- We provide comprehensive services from tax preparation to business advisory
What people say
Knowledgeable staff
Exceptional customer service
Effective tax solutions
Personalized attention
Expertise in financial matters
Services
Tax Preparation
Our CPA-led team provides comprehensive tax preparation services for individuals and businesses. We ensure compliance with evolving tax regulations while optimizing deductions and credits. Clients benefit from secure online document submission and personalized tax strategy consultations.
Audits & Reviews
We conduct thorough financial audits and reviews to ensure regulatory compliance and financial accuracy. Our services include compilation, review, and audit procedures tailored to business needs. We help organizations maintain transparent financial records and prepare for potential IRS examinations.
Estate Planning
Our estate planning services combine accounting expertise with legal resources through our affiliated law practice. We help clients create comprehensive plans for asset distribution, tax minimization, and legacy preservation. Services include trust creation and inheritance tax planning.
Bookkeeping Services
We offer complete bookkeeping solutions to maintain accurate financial records for businesses. Our services include accounts payable/receivable management, payroll processing, and financial statement preparation. We use advanced accounting software to ensure real-time financial visibility.
Business Advisory
Our advisory services focus on business succession planning, retirement strategies, and financial growth. We provide tailored guidance for business owners on tax implications, operational efficiency, and long-term financial planning. Our CPA team helps clients make informed business decisions.
People
Chuck Ulrich
Founder
Co-founder of Ulrich & Associates with decades of accounting experience. Focuses on building long-term client relationships and ensuring quality service delivery. Leads the firm's strategic direction while maintaining hands-on client involvement.
Michael Ulrich
CPA Shareholder
Certified Public Accountant with specialized expertise in tax planning and business advisory services. Active in professional development to stay current with tax code changes. Provides strategic financial guidance to business clients across Northern Utah.
Ryan Ulrich
Attorney
Licensed Utah attorney specializing in estate planning and business law. Complements accounting services with legal expertise in wills, trusts, and business transactions. Maintains separate legal practice while collaborating on client financial strategies.
Heather Christopherson
CPA Shareholder
Experienced CPA providing comprehensive accounting solutions for individuals and businesses. Focuses on personalized tax planning and financial consulting. Actively involved in professional development to maintain technical expertise in tax regulations.
Ryan Allred
Staff Accountant
Certified Public Accountant supporting tax preparation and financial reporting needs. Provides detailed analysis and client support for accounting services. Committed to delivering accurate financial solutions through continuous professional education.
Questions
What accounting services do you offer?
We provide tax preparation, audits, bookkeeping, estate planning, business advisory services, and financial consulting for individuals and businesses in Northern Utah.
Do you handle both individual and business taxes?
Yes, we specialize in both personal tax preparation and comprehensive business tax services including payroll tax and corporate tax planning.
Can I submit tax documents online?
Yes, we offer secure online document submission for tax preparation through our website portal, making it easy to share necessary financial information.
Do you provide financial planning services?
Yes, we offer retirement planning, business succession planning, and comprehensive financial consulting services to help clients achieve long-term financial goals.
Are you available year-round?
We operate Monday-Friday 8:00 AM - 5:00 PM and provide year-round support for accounting needs, not just during tax season.
Do you offer legal services?
Our affiliated law practice provides estate planning and business legal services through Ulrich Law, PLLC, complementing our accounting services.
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