Salt Lake City CPA Office

Our Headquarters in South Jordan

Our headquarters, and the home of the practices that serve clients nationwide.

The Salt Lake City office sits in South Jordan on the southwest side of the valley. It is the largest of our three locations and where the insurance, captive insurance, employee benefit plan, SOC and IT audit, and cybersecurity teams work, along with the firm's tax and advisory leadership.

If you are a carrier, a captive owner or manager, a plan sponsor, or a service organization pursuing a SOC report, this is the office you will work with regardless of where your company is located.

Services available at this office

Audit and attest, including insurance company audits, captive insurance audits, employee benefit plan audits, nonprofit and single audits, and reviews and compilations.

Tax, including business and individual compliance, captive insurance tax, multi state planning, and specialty work.

SOC and IT audit, covering SOC 1, SOC 2, and SOC 3 examinations and readiness assessments.

Cybersecurity assessments, including DOL readiness for plan fiduciaries and insurance data security compliance.

Outsourced accounting, from bookkeeping through CFO level advisory.

Advisory and consulting, including growth advisory, transaction support, and technical accounting guidance.

Wealth management through our partnership with Mariner.

Areas we serve from this office

Cities in the Greater Wasatch Front located in Salt Lake, Davis, Summit, Box Elder, and Utah counties including South Jordan, Salt Lake City, West Jordan, Sandy, Draper, Riverton, Herriman, Bluffdale, Murray, Midvale, Cottonwood Heights, Holladay, Taylorsville, West Valley City, Lehi, Highland, Alpine, American Fork, North Salt Lake, Bountiful, Layton, Ogden, and Park City.

Our specialty practices in insurance, captive insurance, employee benefit plans, and SOC work serve clients across the country from this office. We serve many clients remotely without disruption to their daily operations.