Business Details
Trusted Accounting Solutions in Sandy, Utah
At Cross and Associates, we have dedicated ourselves to providing individuals and businesses across the Salt Lake City area with expert financial guidance tailored to their unique needs. Our firm combines professional expertise with personalized service to deliver solutions in tax management, accounting, and strategic financial planning. For years, our commitment to accuracy and client-focused support has positioned us as a trusted partner in navigating complex financial landscapes. We specialize in services ranging from foundational bookkeeping to intricate international taxation and IRS representation, ensuring clients receive comprehensive support. Built on a foundation of confidence and experience, our team of certified professionals prioritizes transparency and proactive advice to empower informed decision-making.By maintaining high standards and fostering a collaborative approach, we consistently address challenges while earning long-term client loyalty. Our dedication extends beyond transactional work, offering strategic insights into debt management, cash flow optimization, and retirement planning to drive financial success. Every engagement reflects our mission to simplify financial complexities through clear analysis and tailored expertise. Clients benefit from our localized knowledge of the Salt Lake City market while accessing services that scale with their evolving needs. Whether guiding start-ups through initial accounting system setups or representing clients during audits, we remain focused on delivering value-driven outcomes.
Services
Accounting Services
Bookkeeping/Write-up
Tax Management
IRS Representation
Financial Planning
Highlights and features
- We offer decades of experience in accounting and tax services across Salt Lake City.
- Our team provides personalized financial planning tailored to individual client needs.
- We specialize in IRS representation and audit support with proven expertise.
- Our cash flow and budgeting analysis improves business liquidity and profitability.
- We combine strategic debt advising with tax-efficient financing solutions.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Professional expertise
Personalized service
Timely responses
Financial clarity
Audit support
Services
Accounting Services
We provide comprehensive accounting solutions for businesses from startups to established enterprises. Our services include general ledger maintenance, financial statement preparation, payroll processing, and corporate tax planning. By maintaining accurate records and generating actionable financial reports, we help businesses streamline operations and make informed strategic decisions while ensuring compliance with regulatory requirements.
IRS Representation
Our CPA team offers professional IRS representation during audits to protect clients' interests. We handle all communications with tax authorities, provide documentation support, and negotiate on behalf of clients. With deep understanding of tax codes and audit procedures, we minimize stress and potential penalties while ensuring compliance with federal and state tax regulations.
Cash Flow Analysis
We analyze business cash flow patterns and develop customized budgeting strategies to optimize liquidity. Through detailed forecasting and spending analysis, we identify opportunities to reduce costs, improve profitability, and maintain financial stability. Our approach ensures businesses maintain adequate working capital while supporting long-term growth objectives.
Tax Management
Our tax professionals provide year-round tax management services including entity selection, compliance, and strategic planning. We help individuals and businesses minimize tax liabilities through legitimate deductions, proper filing status selection, and proactive tax-efficient financial strategies while maintaining full regulatory compliance.
Bookkeeping Services
We offer comprehensive bookkeeping solutions for daily financial transaction management. Our services include accounts payable/receivable tracking, bank reconciliation, and financial reporting. By maintaining organized records and providing timely financial insights, we enable business owners to focus on operations while ensuring accurate financial data for decision-making.
People
Simon Cross
CPA
Simon Cross leads our accounting team with over 15 years of experience in public accounting. He specializes in tax strategy and financial reporting while overseeing client relationships and service quality assurance.
Josh Lakin
CPA
Josh Lakin serves as senior tax advisor with expertise in IRS representation and audit support. His experience spans corporate tax compliance, international taxation, and complex financial planning solutions for high-net-worth individuals.
Jay Morgan
CPA
Jay Morgan focuses on business accounting systems and financial process optimization. He helps clients implement efficient bookkeeping practices while providing strategic cash flow management guidance to support operational growth.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial reporting, payroll processing, and tax compliance tailored to small business needs.
Can you help with IRS audit representation?
Yes, our CPA team offers professional IRS audit support, handling all communications and documentation to protect your interests during the process.
Do you specialize in any industry niches?
While serving diverse clients, we excel in supporting local Salt Lake City businesses with specialized expertise in tax planning and financial strategy.
What financial planning services are available?
We offer retirement planning, estate planning, cash flow analysis, and debt management services to help clients achieve long-term financial goals.
How do you handle business tax filings?
Our comprehensive tax service includes entity selection, quarterly estimates, year-end reporting, and strategic tax-efficient planning for businesses of all sizes.
