Welcome to Wasatch Tax Advisors
Wasatch Tax Advisors is a tax and accounting firm serving clients throughout the United States, dedicated to providing our clients with professional, personalized services and guidance in a wide range of personal financial and business needs.
About Our Firm
Wasatch Tax Advisors has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as understanding and reviewing financial statements and financial planning.
Wasatch Tax Advisors is a cutting-edge firm in and throughout the area. We assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our clients return year after year.
Our Services
Wasatch Tax Advisors provides a wide range of services to individuals and businesses in a variety of industries. At Wasatch Tax Advisors, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Tax Management Services
Strategic tax planning is about more than just filing once a year; it’s about making proactive decisions to minimize your liabilities and maximize your cash flow. We guide you through the complexities of current tax laws, ensuring you take advantage of every deduction and credit available to keep your financial goals on track.
QuickBooks Accounting
QuickBooks is a powerful tool, but it only works if it’s set up correctly. We help you move beyond basic entry to high-level efficiency, offering personalized training, system installation, and ongoing reviews. Whether you need a one-time setup or a monthly review of your transactions, we ensure your data is accurate and reliable.
Payroll Services
Managing payroll can be a significant administrative burden that takes you away from growing your business. We offer fully compliant payroll processing that ensures your employees are paid on time and your tax filings are handled accurately, removing the risk of costly penalties and freeing up your schedule.
Entity Selection and Restructuring
Choosing the right business structure (S-Corp, LLC, Partnership, or C-Corp) is one of the most important financial decisions you will make. We analyze your specific situation to determine which entity provides the best tax advantages and legal protections, and we assist with restructuring as your business evolves.
Computer Consulting
In today’s digital landscape, your financial data is only as good as the systems that house it. We provide expert consulting to help you select, implement, and maintain the right hardware and software solutions for your office. From security protocols to seamless integration between your accounting and operational software, we ensure your technology supports your growth rather than hindering it.
Financial Projections and Forecasts
To grow, you need to know where you are going. Our forecasting services use historical data and market analysis to build a roadmap for your future. We help you anticipate cash flow needs, plan for major investments, and prepare for various economic scenarios with confidence.
Debt and Finance Advising
Whether you are looking to expand, refinance, or navigate a period of tight liquidity, the right debt structure is vital. We analyze your current financial position and advise on the best ways to secure financing or restructure existing debt. Our goal is to help you lower interest costs and maintain the leverage necessary to meet your long-term objectives.
Accounting Services
Beyond basic data entry, our accounting services provide the high-level oversight necessary for informed decision-making. We offer professional compilation and review services, ensuring your financial statements are prepared in accordance with professional standards. This provides the transparency and credibility you need when reporting to stakeholders, banks, or investors.
Bookkeeping/Write-up
Accurate record-keeping is the foundation of any successful business. We provide comprehensive bookkeeping services—including general ledger maintenance, bank reconciliations, and financial statement preparation—so you always have a clear, up-to-date picture of your business’s health.
Estate and Trust Planning and Tax Preparation
Protecting your legacy requires careful planning and a deep understanding of tax law. We work with you to develop estate and trust strategies that minimize tax burdens for your heirs and ensure your assets are distributed according to your wishes. Our team handles the complex tax preparation for estates and trusts, providing peace of mind during sensitive transitions.
IRS Representation
Dealing with the IRS can be a stressful and intimidating experience. As your professional representatives, we handle all communication with tax authorities on your behalf. Whether you are facing an audit or need help resolving back taxes, we bring the expertise needed to reach a fair resolution.
Cash Flow and Budgeting Analysis
A profitable business can still fail if it runs out of cash. We perform deep-dive analyses of your “cash-in, cash-out” cycles to identify bottlenecks and improve liquidity. By developing a comprehensive budget and monitoring variances, we help you stay disciplined and prepared for both expected expenses and unforeseen opportunities.
Mergers, Acquisitions, and Sales
The purchase or sale of a business is one of the most significant transactions you will ever undertake. We provide the financial due diligence, valuation assistance, and tax structuring necessary to ensure a successful transition. Whether you are looking to acquire a competitor or exit your business with maximum value, we guide you through every stage of the deal.