Business Details
Your Trusted Accounting Partner in Bountiful, Utah
We are a full-service accounting firm serving Bountiful, Utah and surrounding areas. Our team has been helping clients for years with comprehensive financial solutions tailored to their unique needs. We prioritize personalized attention, combining technical expertise with practical business insights to deliver exceptional service. Our professionals bring deep industry knowledge across audits, tax compliance, payroll management, and strategic business planning.We operate with transparency, ensuring clients receive accurate, timely information while maintaining the highest ethical standards. Our focus remains on building long-term relationships through consistent results and a commitment to understanding each client's financial goals.
Services
Audit and Assurances
Tax Preparation
Payroll Services
QuickBooks Setup
Part-Time CFO Services
Cash Flow Management
Strategic Business Planning
Estate Planning
IRS Audit Representation
Succession Planning
Highlights and features
- Affordable, experienced, and friendly services
- Comprehensive solutions for businesses and individuals
- Proactive tax planning strategies
- Certified professionals with industry expertise
- Proven IRS audit representation
Services
Audit and Assurances
Our audit and assurance services provide thorough financial examinations for businesses and organizations. We deliver accurate assessments of financial statements, regulatory compliance, and internal controls. Our certified professionals ensure clients receive reliable reporting that meets industry standards while identifying operational improvements.
Tax Preparation
We handle complete tax preparation for individuals and businesses, ensuring accurate filings and optimal tax positions. Our services include strategic planning to minimize liabilities while maintaining compliance with current regulations. Clients benefit from timely filings and proactive advisement on changing tax laws.
Payroll Services
Our comprehensive payroll solutions handle all aspects of employee compensation including tax filings, direct deposits, and regulatory reporting. We offer customized plans that save business owners significant time while ensuring compliance with federal, state, and local requirements.
QuickBooks Services
We provide QuickBooks setup, training, and ongoing support to ensure efficient accounting operations. Our experts help businesses implement customized configurations, resolve software issues, and maximize the system's capabilities for improved financial management.
IRS Audit Representation
Our specialized IRS audit representation protects clients during tax examinations. We handle all communication, documentation submission, and negotiations with tax authorities to achieve favorable outcomes while minimizing client liability and operational disruption.
People
Bill Miller
Shareholder
Bill Miller brings decades of accounting expertise as a certified public accountant and CGMA designation holder. He specializes in audit services and corporate financial strategy, providing clients with reliable guidance and comprehensive financial solutions. His extensive experience includes working with both public and private sector organizations.
Lance W. Mercer
Partner
Lance W. Mercer, a certified public accountant, leads client services with over 20 years in tax preparation and financial consulting. He focuses on delivering practical solutions for businesses and individuals, specializing in tax compliance and IRS problem resolution. His approach emphasizes client education and long-term financial planning.
Questions
What tax services do you offer for individuals?
We provide complete tax preparation, planning, and problem resolution services including audit representation and back tax solutions.
Do you handle payroll processing for small businesses?
Yes, we offer comprehensive payroll services including tax filing, direct deposits, and customized reporting options.
Can you help with QuickBooks setup and training?
We provide QuickBooks setup, training, and ongoing support to ensure businesses maximize their accounting software effectiveness.
How do you assist with IRS audit representation?
Our professionals handle all IRS audit communication and documentation requirements to protect client interests and minimize business disruption.
What business accounting services are available?
We offer bookkeeping, financial reporting, cash flow management, and strategic planning services for small to mid-sized businesses.
Do you provide financial planning for families?
Yes, we deliver personalized financial planning solutions focusing on risk management, wealth growth, and long-term stability.
