WHO WE ARE
Our firm staff is continuously trained with top quality CPE and given access to top-of-the-line software and technological tools to provide you with cutting-edge tax strategies and services, as well as accounting, audit, payroll, and consulting solutions to fit your personal and business needs.
OUR TEAM
M. Shawn Morley
Founder, CPA
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Education
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University of Utah, Salt Lake City, UT​
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Bachelors in Accounting/Spanish
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Skills & Certifications
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Partner, 30 years Professional Experience
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Small Business Consulting & Mediation
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Tax Preparation & Consulting. Foreign Tax
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Compile Financial Statements​​
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HUD/Multi-Family Housing specialist
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Certificate of AICPA
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Fluent in Spanish
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Professional Associations
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Member Utah association of Certified Public​ Accountants
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Member American Institute of Certified Public Accountants
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Arthur Anderson Los Angeles Alumni
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Board Member of Friends of the Americas Foundation
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Education
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Brigham Young University, Provo UT
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Bachelors of Science, Accounting
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Master of Accounting, Taxation
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Skills & Certifications
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Partner, 30 years Professional Experience
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Certified in Auditing, Tax, and Business consulting
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Expertise in Tax, Construction Accounting, and Small Business Consulting.
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Professional Associations
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Member American Institute of Certified Public Accountants
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Member Utah Association of Certified Public Accountants
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Registered Certified Public Accountant in Hawaii and Utah
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Mark E. Berrett
Founder, CPA
Jeff Maynes
CPA, Tax Manager
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Education
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Southern Utah University, Bachelor of Science - Accounting
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Southern Utah University, Master of Business Administration - Accounting Emphasis
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Skills & Certifications
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Prepare corporate and individual income tax returns
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Perform field work and write up audited financial statements
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Accounting services, audit, review and compile financial statements
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Consult with clients to assist in business decision making
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Perform accounting and tax work for non-profit organizations
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Professional Associations
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Utah Association of Certified Public Accountants
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American Institute of Certified Public Accountants
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Education
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Utah Valley University, Orem, UT
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Bachelor of Science, Political Science
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University of Phoenix, Master of Science - Accounting
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Skills & Certifications
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Audited financial statements
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Multifamily/ HUD Government Housing audits
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Audit field work
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Prepare corporate, partnership and non-profit tax returns
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Reviewed and compiled financial statements
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Monthly financial statements
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Quarterly payroll tax preparation
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Payroll services
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Spencer Morley
Senior Accountant, Tax & Financial, Management
Cory Morley
Senior Auditor, Audit
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Education
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Brigham Young University - Idaho, Rexburg, ID
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Bachelors of Science, Business Administration
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University of Phoenix, Master of Science in Accountancy
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Skills & Certifications
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Audited financial statements
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Multifamily/ HUD Government Housing audits
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Audit field work
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Prepare corporate, partnership and non-profit tax returns
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Reviewed and compiled financial statements
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Monthly financial statements
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Quarterly payroll tax preparation
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Payroll services
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Fluent in Spanish
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Skills & Certifications
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Prepare individual, corporate, partnership, and non-profit tax returns
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Reviewed and compiled financial statements
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Monthly financial statements
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Quarterly payroll tax preparation
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Payroll services
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Bookkeeping
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Caleb Morley
Staff Accountant, Individual Tax
Megan Berrett
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Education:
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Brigham Young University, Bachelor of Arts​
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University of Phoenix, Master of Business Administration and Graduate Accounting
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Skills & Certifications
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Financial Accounting
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Prepare Corporate, Partnership, and Non-Profit Tax Returns
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QuickBooks Specialist
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Business Consulting
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Financial Statements/Reconciliations
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Payroll Services
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Accounting and Bookkeeping Solutions
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Financial Accountant and Corporate Tax
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Skills & Certifications
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Prepare individual tax returns
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Quickbooks specialist
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Monthly financial statements/reconciliations
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Quarterly payroll/annual payroll tax preparation
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Payroll services
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Accounting and bookkeeping solutions
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Sales tax reporting/reconciliation
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Sherilyn Neuenswander
Staff Accountant, Payroll
Hailey Shoemaker
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Education
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Brigham Young University, Provo, UT
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Bachelors of Science, Family Studies - Minor in Communications
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Skills & Certifications​
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Individual Tax Preparation
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Office Management
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Marketing & Firm Development
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Payroll Services
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Accounts Payable
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Accounts Receivable
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Client Relations & Customer Service
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Individual Tax, Management
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Skills & Certifications
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Bookkeeping
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Monthly financial statements
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Quarterly payroll tax preparation
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Payroll services
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Jarom Morley
Bookkeeper, Financial
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Skills & Certifications
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Bookkeeping
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Monthly financial statements
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Quarterly payroll tax preparation
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Payroll services
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Alex Macbeth
Bookkeeper, Financial
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Skills & Certifications
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Prepare corporate tax returns​
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Monthly financial statements
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Quarterly payroll tax preparation
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Payroll services
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Blake Schaeffer
Staff Accountant, Business Tax
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Skills & Certifications​
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Assists Office Management
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Marketing & Firm Development
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Accounts Payable
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Accounts Receivable
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Client Relations & Customer Service
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Alyssa Warren
Office Assistant, Management