I help small businesses through the use of QuickBooks and pro-active tax planning.
5911 Fashion Blvd Ste 200
Salt Lake City UT 84107
I've started and run many businesses so I have a unique perspective in helping the small business owner because I've walked in their shoes. Helping a new or struggling business become successful is the ultimate high for me!
q & a
What characteristics do your favorite clients share?
They are small business owners who use QuickBooks or individuals who need tax planning and tax preparation services.
Why should a client hire you?
We are experienced, we are open year round, and we value our relationship with our clients. Not all accountants are created equal - we provide more!
Describe a time where you went beyond expectations when working with a client.
Most accountants do a fine job recording the history you give them. They compile monthly, quarterly, and annual reports. At tax time, they put the "right" numbers in the right boxes on the right forms. But then they call it a day. At my firm, we're different. We don't just record history. We help you write it, with a proactive attitude and complete menu of tax and accounting services.
What single project or task would you consider your most significant accomplishment in your career to date?
I co-founded a company in 1984, was the CEO, we raised three rounds of venture capital financing and grew the company from nothing to 70+ employees with world wide sales to the largest companies in the world.
Bachelor of Accounting
Deloitte Haskins & Sells
Salt Lake City, UT
09/1977 - 10/1980
RFBM CPAs PLLC
Salt Lake City, UT
06/1991 - present
QuickBooks Advanced Certified ProAdvisor
Member since 1999
National Advisor Network SLC Group Leader
Member since 2011
Rosen Fitzgerald Baggaley Meurer CPAs PLLC
Tax Preparation, QuickBooks, Payroll Prep, IRS Resolution, Tax Planning
We are QuickBooks experts. We specialize in tax planning and tax preparation for businesses and individuals.
hours of operation
|Monday||09:00 AM - 05:30 PM|
|Tuesday||09:00 AM - 05:30 PM|
|Wednesday||09:00 AM - 05:30 PM|
|Thursday||09:00 AM - 05:30 PM|
|Friday||09:00 AM - 05:30 PM|