Are your taxes, accounting, or financial decisions keeping you up at night? Partner with seasoned professionals who deliver strategic tax guidance, clear financial insight, and hands-on support tailored to your business and personal needs.

At Momentum CPAs & Advisors, we help business owners, founders, investors, and individuals navigate complex tax and accounting challenges with confidence without the "take a number" approach and fees of bigger firms.

Our Services Include:

• Strategic tax planning and tax return preparation
• Business accounting and advisory support
• Financial decision support & proactive forecasting
• Complex tax situation navigation Growth, transition & risk optimization guidance
• Direct access to expert tax advice

We Serve:

• Small & mid-size business owners
• Founders and high-growth enterprises
• Investment entities & sophisticated investors
• Individuals with complex tax and financial needs

Why Choose Us?

• Personalized insights, not templated answers
• Deep technical expertise paired with practical judgment
• Proactive communication and accountable service
• Client-centered solutions aligned with your goals

I am a CPA with over 20 years of experience handling both federal and Utah tax issues. I believe in being accessible, straightforward, and personally involved so you always know who’s advising you and why.

For tax return preparation and planning for the savvy business owner, I offer two approaches:

-Tax return preparation with summary of deductions, credits, taxes paid and suggestions for future savings starting at $500.

-Year-round comprehensive tax maintenance/advisory including tax return preparation and mid-year situational analysis designed to proactively optimize tax savings starting at $1,000.

I offer much more than just tax return preparation; please visit the website for more information and contact info. momentumcpas.com