Services

Tax, bookkeeping, payroll, and advisory services.

Accounting services for individuals and small businesses in St. George, Utah and throughout the United States.

01

Individuals and businesses

Tax preparation

Preparation of federal and state income tax returns, including multi-state filings when needed.

  • Individual and family returns
  • Sole proprietor and business returns
  • Multi-state returns
  • Extensions and estimated payments
02

Year-round

Tax planning

Tax estimates and planning before year-end or a significant financial decision.

  • Quarterly tax estimates
  • Year-end projections
  • Income and deduction scenarios
  • Planning for business owners
03

Monthly or catch-up

Bookkeeping

Transaction coding, account reconciliation, and financial statements for small businesses.

  • Transaction categorization
  • Bank and credit card reconciliation
  • Monthly financial statements
  • Bookkeeping cleanup
04

Small employers

Payroll support

Payroll setup and reporting coordination for businesses with employees.

  • Payroll system setup
  • Payroll reporting coordination
  • Year-end forms
  • Bookkeeping integration
05

Financial review

Business advisory

Review of cash flow, budgets, and financial statements with the business owner.

  • Cash flow review
  • Budgeting and forecasts
  • Financial statement review
  • Planning for major expenses
06

Startup support

New business accounting

Accounting setup for new businesses, including tax registrations and bookkeeping systems.

  • Entity tax considerations
  • Tax registration guidance
  • Bookkeeping system setup
  • First-year filing schedule

Service categories

Personal tax or business accounting?

Individual tax services Small business services

Contact

Need accounting help?

Send a brief description of the services you need and any upcoming deadline.

Request a consultation St. George, Utah and nationwide