Business Details
13 Years
experience
Your Trusted Partner for Accounting Solutions in Smithfield, UT
At Stapley Accounting Services, we prioritize the growth and success of small businesses through personalized accounting and advisory solutions. With over a decade of experience since our founding in 2013, our team combines deep industry expertise with a commitment to building meaningful client relationships. Our services span tax preparation, payroll management, financial planning, and QuickBooks support, tailored to meet the unique needs of businesses in construction, real estate, startups, and more. We emphasize proactive tax strategies, accurate financial reporting, and efficient business processes to help clients achieve their goals. Our team includes certified professionals with decades of combined experience in governmental, nonprofit, and for-profit sectors.We serve clients in Northern Utah, SW Idaho, and virtually across all 50 states through IRS-certified services. Our focus on timely responses, customized management, and community impact has earned us long-term client relationships and consistent positive feedback. We maintain rigorous compliance with federal and state tax regulations while delivering transparent, client-centric service. Our virtual capabilities ensure accessibility for businesses nationwide, supported by advanced tools and personalized guidance. Through continuous education and a dedication to evolving tax laws, we position ourselves as trusted partners in our clients' financial success.
Services
Accounting Services
Tax Preparation
Payroll Management
QuickBooks Support
Business Advisory
Tax Planning
Virtual Assistance
Financial Statement Analysis
IRS Representation
Entity Selection
Details
- Year established: 2013
Highlights and features
- We offer over 10 years of specialized accounting experience for small businesses.
- Our team includes IRS-certified Enrolled Agents with advanced tax expertise.
- We provide virtual services accessible to clients in all 50 states.
- Our personalized approach addresses unique business needs through customized solutions.
- We maintain rigorous attention to detail in tax compliance and financial reporting.
Associations and certifications
- QuickBooks Pro Advisor
- Enrolled Agent (IRS)
What people say
Top-notch accounting services
Personalized approach
Up-to-date tax knowledge
Professional and friendly team
Reliable financial partner
Services
Accounting Services
We provide comprehensive accounting solutions including record-keeping, financial reporting, and bank reconciliations. Our services ensure accurate tracking of business finances for startups and established companies. By maintaining organized records, we help clients gain financial insights to support strategic decision-making.
Tax Preparation
Our tax preparation services cover both individual and business needs with compliance expertise. We handle federal and state tax submissions while identifying applicable deductions. Our team stays current with tax law changes to ensure accurate filings and minimize liabilities for clients.
Payroll Management
We manage payroll processing with precision, handling employee payments and tax liabilities. Our system ensures timely, compliant payroll execution to prevent business disruptions. With over 30 years of combined experience, we deliver reliable payroll solutions tailored to business requirements.
QuickBooks Support
As certified QuickBooks Pro Advisors, we optimize accounting software usage for businesses. Our support covers both desktop and online versions, helping clients implement efficient financial tracking systems. We provide training and troubleshooting to maximize software effectiveness.
Business Advisory
Our advisory services focus on business planning, tax efficiency analysis, and succession strategies. We help clients develop financial frameworks aligned with growth objectives. Through personalized guidance, we address entity classification and income strategies to enhance business sustainability.
People
Terrilyn Stapley
Owner, Managing Member
Terrilyn Stapley holds accounting degrees from Utah State University and has over 15 years of experience in governmental and business accounting. She founded Stapley Advisory in 2013 after eight years at a Logan accounting firm.
Britney Gallup
Office Administrative Manager
Britney Gallup manages office operations with training from BATC in Office Administration. She ensures smooth practice management to maintain client service quality through efficient administrative support systems.
Mark Shoenfeld
Tax Specialist
Mark Shoenfeld holds a master's in Accounting from WGGU and specializes in tax solutions. He combines technical expertise with client-focused service to address complex tax requirements while supporting business growth strategies.
Lori Guzman
Accounting and Payroll Specialist
Lori Guzman brings 30+ years of industry experience in cost accounting and payroll management. Her expertise in financial statement preparation and client problem-solving makes her a key asset for business clients.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial reporting, payroll processing, and tax planning tailored to small business needs.
Can you assist with virtual accounting services outside Utah?
Yes, our IRS-certified virtual services are available to clients in all 50 states through secure online platforms and remote collaboration tools.
How do you handle complex tax situations for businesses?
Our Enrolled Agents specialize in navigating complex tax laws, offering strategic planning and IRS representation to ensure compliance and optimize tax outcomes.
What QuickBooks support options are available?
We offer QuickBooks setup, training, and troubleshooting for both desktop and online versions, helping businesses maximize software efficiency for their specific needs.
How do you ensure client data security?
We use secure client portals and follow strict data protection protocols to maintain confidentiality and security for all financial information we handle.
