Bruce warner 2006 3 white background

Bruce Warner CPA CDP CFF

schedule a free consultation

Hello, I's Bruce Warner, a CPA who prepares tax returns and helps with tax planning..

credentials

contact

+1(801) 916-6494
bruce@ustaxaid.com

29 West Tamarind Way

PO Box 420

Garden City UT

social

bio

Bruce warner 2006 3 white background

I enjoy helping my clients chose the proper business entities for their business. I seek to help them with legal means of lowering their tax bill and ensure compliance with the tax laws. I strive to increase their personal wealth and happiness. I help people who are in various stages of life from young professionals to those who are retired. I have personal experience in large corporations, small business and as a stockbroker which permits me to add value to my clients.

q & a

What characteristics do your favorite clients share?

I like to work with clients that are creative and honest. I like clients who are successful in their business endeavors and are working to improve their business and personal finances.

Why should a client hire you?

I have much more and a broader range of experiences than most CPAs. I am successful financially and personally in my own life. I can share the experiences I have and mentor others to success. I enjoy investing, including in real estate.

Describe a time where you went beyond expectations when working with a client.

I am willing to go the extra mile to help clients. This past year I had a client who did not know much about bookkeeping. I helped straighten out his books. He said I was the first CPA that spoke his language. Now I have three new clients for this tax season from his referrals.

What single project or task would you consider your most significant accomplishment in your career to date?

I helped a prior employer, a major natural gas pipeline, to lower its prices and restructure its services. This led to doubling the size of the business.

education

Brigham Young University

Bachelor of Accounting

1975

University of Utah

Master of Business Management

1981

experience

Warner Financial Group, LLC

Owner
Garden City, UT

08/2009 - present

associations

American Institute of CPAs - tax section

Member since 1975

Utah Association of CPAs

Member since 1979

exams

Certified Public Accountant

1975

Certified Depreciation Professional

2008

business info

Bear Lake Tax & Accounting

tax, planning, consulting, innovative, personable, diligent, creative

bearlaketax.com

Established 2009

Individual Federal and State Returns Business Returns Past due returns and Audits Advanced Tax Planning Business Formations Bookkeeping Quickbooks Consulting Payroll Business structures Excel modeling Controllership service Pension plan selection Bankruptcy, short sales and repossessions

hours of operation

Sunday closed
Monday 08:00 AM - 05:00 PM
Tuesday 08:00 AM - 05:00 PM
Wednesday 08:00 AM - 05:00 PM
Thursday 08:00 AM - 05:00 PM
Friday 08:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation

Accounting Services

Bookkeeping services
Payroll processing services

Financial Services

Tax & estate planning
Retirement planning

fee structure

Hourly fees

Typical Client Assets

$100K to 500K
$500K or over


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