Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

We have prepared 1000’s of tax returns for small businesses, individuals and trusts in several states.

Effective tax preparation and planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues.

We study how the latest tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce tax liabilities.

Feel free to call the office to set up an appointment to review your taxes at (801)756-3394. Many people prefer to send their tax information electronically or through the mail, saving the time of coming to the office for an appointment. Upon completion of your tax return, we will give you an electronic file of your taxes for your record or a paper copy if you prefer.

Financial Statements

Financial statements are an important tool for management decision making and represent your business to lenders, partners, potential buyers and other interested parties. Depending on the client’s needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

We offer a cost effective way to keep your payroll running smoothly.
Services include:

  • Set up and maintenance of all records
  • withholding of tax and benefit contributions
  • Federal and State tax filings
  • preparation of all W-2’s and 1099 forms


We can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business while you focus on your sales. Computerized accounts are prepared for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We are Quickbooks Pro Advisors.

Small Business Consulting

We can explain what different analyses and statements are reflecting about your business so you can make educated decisions. With experience as a CFO, Alan can provide insight into the financial aspects of your business. Instead of hiring a CFO, save valuable salary dollars consulting with us as issues arise.

Peer Review

We perform Engagement Peer Reviews that are cost effective.

Engagement Peer Reviews are for firms that provide compilation and review services but not audits. We are approved to perform peer reviews in in all 50 states, recently completing reviews in Utah, Nevada, Wyoming, Arizona, California, Oregon, Nebraska, Minnesota, Texas, Alabama, Georgia, Florida, and Connecticut.

Peer Review is a national program instituted by the AICPA. A review is required every 3 years, administrated by the State Societies. For example, the Nevada Society of CPA’s administrates all Peer Review for firms in Utah, Nevada, Wyoming and Nebraska.

Contact Alan at or (801)756-3394 to schedule a review or talk over the process.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership or S corporation— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We have assisted several clients in selecting the type of entity that would best match their needs, saving them substantially on their taxes.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, Alan is an effective negotiator with the IRS. He can ensure that you are properly represented when dealing with the IRS and other tax authorities.

Call today to schedule an appointment!