for Businesses and Individuals

Expert Tax Preparation, Business Accounting, & Consulting Made Easy

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what makes us different

The values we live by

Serving Utah, Berrett CPA empowers businesses and individuals with expert financial guidance and innovative solutions in consulting, tax, and audit. We are committed to enhancing financial clarity and success, ensuring our clients make informed decisions that drive growth and sustainability.

Professional

We maintain the highest standards of expertise and conduct in all our interactions.

Trustworthy

We operate with integrity and transparency, earning your confidence.

Time Conscious

We value your time and deliver efficient, timely service.

Kind & Caring

We treat every client with empathy and respect.

Our Services

we can help you

✓ Personal & Business Taxes

✓ Tax Planning & Projections

✓ Financial Reporting & Analysis

✓ Accounting & Bookkeeping

✓ Business consulting

✓ Audit Services

✓ Forensic Accounting & Audit

✓ IRS Representation

✓ Estate Planning

Tax Preparation

We provide comprehensive tax preparation services for individuals, businesses, and non-profits, ensuring accuracy and maximizing your deductions while minimizing your tax liability.

Key Services:

    • Individual Income Tax Returns (Form 1040)
    • Business Tax Returns (Forms 1120, 1120S, 1065)
    • Non-Profit Tax Returns (Form 990)
    • Tax Planning and Strategy
    • Estimated Tax Payments
    • Amended Returns
    • Tax Audit Representation
    • Multi-State Tax Returns
    • Tax Credits and Deductions Optimization

Tax Resolution

We help individuals and businesses resolve tax issues with the IRS and state tax agencies, providing expert representation and negotiation.

Key Services:

    • Offer in Compromise (OIC)
    • Installment Agreements
    • Penalty Abatement
    • Audit Representation
    • Wage Garnishment and Levy Release
    • Innocent Spouse Relief

Business Accounting

We offer a full range of accounting services to help businesses of all sizes manage their finances effectively and make informed decisions.

Key Services:

    • Bookkeeping and General Ledger Maintenance
    • Financial Statement Preparation (Income Statement, Balance Sheet, Cash Flow Statement)
    • Payroll Processing and Reporting
    • Accounts Payable and Receivable Management
    • Bank Reconciliations
    • Budgeting and Forecasting
    • Inventory Management
    • Chart of Accounts Setup and Maintenance
    • Cloud Accounting Solutions (e.g., QuickBooks Online, Xero)

Business Consulting

Our experienced consultants provide strategic advice and guidance to help your business achieve its goals and improve profitability.

Key Services:

    • Business Plan Development
    • Financial Forecasting and Modeling
    • Strategic Planning and Analysis
    • Cash Flow Management
    • Business Valuations
    • Mergers and Acquisitions Advisory
    • Operational Efficiency Improvement
    • Risk Management
    • Succession Planning

Our Team

Anna Berrett-Portrey, CPA

anna@berrettcpa.com
801-834-3504

Mark Berrett, CPA

mark@berrettcpa.com
801-638-4243

Megan Berrett

megan@berrettcpa.com
801-808-4359

We Will guide You Every Step Of The Way

We provide comprehensive financial solutions for individuals and businesses. We specialize in taxes, business accounting and consulting. Our team of experienced professionals is dedicated to providing personalized service and helping you achieve your financial goals.

Ask Us Anything, Anytime.

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*Warning DO NOT upload sensitive information here.