Business Details
40 Years
experience
Trusted Accounting and Tax Services in Salt Lake City
Naylor & Warner CPAs has been dedicated to providing comprehensive accounting and tax services to individuals and businesses since 1986. Our firm combines decades of experience with a personalized approach, ensuring clients receive tailored solutions for financial planning, tax compliance, and wealth management. We prioritize open communication to understand client needs, delivering strategic advice grounded in thorough analysis and industry expertise.Our team collaborates to offer specialized services including retirement planning, estate management, and business advisory, maintaining high standards of excellence and professionalism. With a focus on proactive planning, we help clients achieve financial viability in the present while securing their future goals. Our commitment to quality service has established us as a trusted partner in the Salt Lake City community.
Services
Retirement Planning
Estate Planning
Wealth Management
Small Business Accounting
Bookkeeping Services
Payroll
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Debt Reduction Planning
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides personalized financial planning tailored to client goals.
- We specialize in retirement and estate planning strategies.
- Our firm maintains high standards of excellence and professionalism.
- We deliver proactive solutions for long-term financial viability.
What people say
Leading firm
Personal and professional attention
Professional and responsive
Quality service
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We maximize deductions and credits while minimizing liabilities through strategic planning. Our experts stay updated on evolving tax laws to provide reliable, up-to-date guidance.
Financial Planning
We develop customized financial plans to help clients achieve short- and long-term goals. Services include cash flow analysis, investment strategy, and risk management. Our approach focuses on sustainable growth and financial security.
Bookkeeping Services
Comprehensive bookkeeping solutions maintain accurate financial records for businesses. We handle accounts payable/receivable, payroll processing, and financial reporting. Our systems improve efficiency and support informed decision-making for business owners.
Estate Planning
Our estate planning services protect your assets and ensure proper distribution. We create wills, trusts, and tax-efficient strategies tailored to family needs. Regular reviews keep plans aligned with changing circumstances and laws.
IRS Audit Representation
We provide expert representation during IRS audits to protect your interests. Our team handles communication, documentation, and negotiations with tax authorities. Proactive strategies minimize audit risks and resolve existing tax issues effectively.
People
Bruce Warner
Managing Partner
Bruce Warner leads our firm with over 30 years of accounting experience. He specializes in tax strategy and business advisory services, helping clients achieve financial success through personalized solutions.
Chad Warner
Technology Consultant
Chad Warner provides technology solutions for accounting systems. He specializes in QuickBooks implementation and digital tools that enhance financial management efficiency for small businesses.
Jacob Warner
Salt Lake City Director
Jacob Warner oversees client services in Salt Lake City. With expertise in financial planning and business taxation, he ensures clients receive strategic guidance aligned with their professional and personal goals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, and business advisory services tailored to small business needs.
Do you offer tax preparation for individuals?
Yes, we prepare individual tax returns and provide strategic tax planning to minimize liabilities.
Can you help with retirement planning?
Our retirement planning services include investment strategy, tax-efficient withdrawals, and long-term financial security planning.
Are you available for consultations?
We offer free one-hour consultations to discuss your financial goals and service requirements.
What areas do you serve?
We primarily serve Salt Lake City, Garden City, and surrounding Northern Utah communities.
How do you handle IRS audit representation?
Our team manages all communication and documentation during audits to protect your interests and resolve issues efficiently.
