Business Details
23 Years
experience
Trusted Accounting and Tax Services in Orem, Utah
With over two decades of dedicated service to businesses and individuals across Utah, our firm combines extensive experience with a personalized approach to tax and accounting solutions. Founded in 2003 by Adam Garfield, a licensed Utah CPA and Brigham Young University graduate with a Master's in Accounting, we specialize in tax preparation, outsourced CFO services, and comprehensive financial management. Our practice prioritizes client financial well-being by offering expert guidance aligned with evolving federal and state tax codes.We deliver accurate financial reporting, strategic tax planning, and proactive financial analysis to help clients avoid costly errors and optimize long-term success. Our commitment to continuing educationexceeding 80 hours bienniallyensures up-to-date compliance knowledge for all clients.
Services
Tax Preparation
Outsourced CFO
Accounting Services
Financial Planning
Audit Services
Payroll Processing
Business Consulting
Tax Planning
Estate Planning
Financial Analysis
Details
- Year established: 2003
Highlights and features
- We offer 20 years of Utah-specific tax expertise
- Our team prioritizes personalized financial guidance
- We provide outsourced CFO services for growing businesses
- We specialize in Utah tax code compliance
- Our rates are competitive with major chains
What people say
Great accounting and tax work
Services
Tax Preparation
We prepare accurate personal and business tax returns while identifying deduction opportunities. Our expertise in Utah tax codes ensures compliance with state and federal regulations. Clients benefit from strategic year-round tax planning to minimize liabilities.
Outsourced CFO
Small businesses gain access to seasoned financial leadership without full-time costs. We handle bookkeeping, cash flow analysis, and strategic planning while maintaining strict compliance with accounting standards and tax codes.
Financial Planning
Our services help clients create long-term financial strategies aligned with personal and business goals. We analyze current financial status, project future needs, and develop actionable plans for sustainable growth and tax efficiency.
Audit Services
We provide comprehensive audit preparation and support to ensure accurate financial reporting. Our team helps businesses maintain proper documentation and compliance with regulatory requirements while minimizing audit-related disruptions.
Business Consulting
We offer strategic guidance on business expansion, cost management, and financial decision-making. Our consulting includes cash flow optimization, profitability analysis, and implementation of efficient accounting systems tailored to client needs.
People
Adam Garfield
Certified Public Accountant
With 20 years of experience, Adam Garfield provides expert tax and accounting services to Utah businesses and individuals. He graduated from Brigham Young University with a Master's in Accounting and specializes in Utah tax code compliance.
Questions
What accounting services do you offer?
We provide tax preparation, outsourced CFO services, financial planning, audit support, payroll processing, and business consulting tailored to individual and business needs.
Are you a certified Utah accountant?
Yes, Adam Garfield is a licensed Certified Public Accountant in Utah with specialized knowledge of state tax regulations and compliance requirements.
How can outsourcing accounting help small businesses?
Outsourced CFO services provide expert financial management without full-time employment costs, offering accurate reporting, strategic planning, and compliance monitoring.
Do you handle both personal and business taxes?
Yes, we prepare individual tax returns and handle business tax filings for corporations, partnerships, and LLCs across various industries.
What makes your practice different from chains?
Our personalized approach combines 20 years of local experience with specialized Utah tax code knowledge at competitive pricing compared to national chains.
