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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