in annual tax savings strategies.
Through proactive CFO services, we have increased annual gross revenues for businesses by
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In our one-to-one consultation we will dive into your business to find what problems you have and what solutions will resolve them.
Our tax planning process and philosophy
- We take a proactive approach to tax planning and strategy.
- We account for all your needs to take the stress out of the process.
- We work with you throughout the year.
- We adapt your strategies throughout the year to match your changing business.
Our CFO process and philosophy
- We help you focus on your most valuable functions
- We balance your goals and your growth to help you find the time you desire while gaining the growth your business deserves.
- We highlight the changes that bring your business the biggest impact for the effort required
CPA “Growing up as a young farm boy, I decided to join the FFA and become a business owner managing my own dairy cattle. I quickly learned how valuable good budgeting and record keeping are in helping to turn a profit. I noticed that those of us …
My parents owned a jewelry business, so I grew up making jewelry with my dad and doing accounting with my mom. I majored in Cultural Anthropology at BYU, but when my parents needed me to run their company for a couple of years I realized accounting …
Coming from a background with a degree in Journalism the transition to marketing gave me a fun new challenge! I have worked for Wasatch CPA Services for two years and have enjoyed the opportunity to create, recruit, reach out, and inform. …
After 14 years in Texas and being a partner in a successful accounting business, Lisa Bloomfield wanted to be closer to her sister, nieces and nephew. Lisa has 20 years accounting & tax experience, and has a Masters Degree in Accountancy. …
I’ve worked for Wasatch CPA Services since 2019 and have been in the Tax Manager role since January 2021. I completed a bachelor’s degree in accounting through Columbia College and a master’s degree in accounting through Western Governors …