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427 S Main St. 
Suite 302 
Cedar City, UT 84720
Financial Office: (435) 867-5685
CPA Office: (435) 238-4357

Products & Services

We provide assistance in the following areas:

Tax Services

  • Individual income tax return
  • Corporate income tax return
  • Partnership income tax return
  • Amended income tax return 
  • Prior year income tax return
  • Sales tax returns 
  • Payroll tax return
  • Personal Property tax return 
  • Tax Consultations

Accounting Services

  • Payroll Processing 
  • QuickBooks Bookkeeping 
  • Bank Reconciliations 
  • QuickBooks Consultations 

Investments*

  • Variable Annuities
  • Fixed and Indexed Annuities
  • Stocks
  • Bonds 
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • REITS / BDCS

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance

*Securities products offered through Allegis Investment Services, LLC, Member FINRA / SIPC. 591 Park Ave Suite 101, Idaho Falls, ID 83402. Advisory services offered through TownSquare Capital, LLC an SEC Registered Investment Advisor. 5314 River Run Dr Suite 300, Provo, UT 84604. Larson Financial companies and other listed entities are unaffiliated with Allegis and TownSquare Capital. Allegis and TownSquare Capital entities do not offer tax or legal advice.Clients are urged to consult their own legal, tax and accounting advisors with respect to their specific situations.