ABOUT

Continuously trained with top quality CPE and access to top-of-the-line software and technological tools to provide you with cutting edge tax strategies and services, and accounting, audit, payroll, and consulting solutions to fit your personal and business needs.

STAFF

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M. Shawn Morley

Founder, CPA

  • Education

    • University of Utah (1985)

    • Bachelors in Accounting/Spanish

  • Skills & Certifications

    • Partner, 30 years Professional Experience

    • Small Business Consulting & Mediation

    • Tax Preparation & Consulting. Foreign Tax

    • Compile Financial Statements​​

    • HUD/Multi-Family Housing specialist

    • Certificate of AICPA 

    • Fluent in Spanish

  • Professional Associations

    • Member Utah association of Certified PublicAccountants

    • Member American Institute of Certified Public Accountants

    • Arthur Anderson Los Angeles Alumni

    • Board Member of Friends of the Americas Foundation

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Mark Berrett

Founder, CPA

  • Education

    • Brigham Young University, Provo UT

    • Bachelors of Science, Accounting

    • Master of Accounting, Taxation

  • Skills & Certifications

    • Partner, 30 years Professional Experience

    • Certified in Auditing, Tax, and Business consulting

    • Expertise in Tax, Construction Accounting, and Small Business Consulting. 

  • Professional Associations

    • Member American Institute of Certified Public Accountants

    • Member Utah Association of Certified Public Accountants

    • Registered Certified Public Accountant in Hawaii and Utah

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Jeff Maynes

CPA, Tax Manager

  • Education

    • Southern Utah University, Bachelor of Science - Accounting

    • South Utah University, Master of Business Administration - Accounting Emphasis

  • Skills & Certifications

    • Prepare corporate and individual income tax returns

    • Perform field work and write up audited financial statements

    • Accounting services, audit, review and compile financial statements

    • Consult with clients to assist in business decision making

    • Perform accounting and tax work for non-profit organizations

  • Professional Associations

    • Utah Association of Certified Public Accountants

    • American Institute of Certified Public Accountants

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Spencer Morley

Audit, Tax

  • Education

    • Utah Valley University, Bachelor of Science

    • University of Phoenix, Master of Science - Accounting

  • Skills & Certifications

    • Audited financial statements

    • Multifamily/ HUD Government Housing audits

    • Audit field work

    • Prepare corporate, partnership and non-profit tax returns

    • Reviewed and compiled financial statements

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

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Cory Morley

Senior Auditor

  • Education

    • Brigham Young University - Idaho, Bachelors of Science, Business Administration

    • University of Phoenix, Master of Science in Accountancy

  • Skills & Certifications

    • Audited financial statements

    • Multifamily/ HUD Government Housing audits

    • Audit field work

    • Prepare corporate, partnership and non-profit tax returns

    • Reviewed and compiled financial statements

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

    • Fluent in Spanish

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Caleb Morley

Staff Accountant

  • Skills & Certifications

    • Prepare individual, corporate, partnership, and non-profit tax returns

    • Reviewed and compiled financial statements

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

    • Bookkeeping

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Megan Reyna-Berrett

Staff Accountant

  • Skills & Certifications

    • Prepare corporate, partnership and individual tax returns

    • Quickbooks specialist

    • Monthly financial statements/reconciliations

    • Quarterly payroll/annual payroll tax preparation

    • Payroll services

    • Accounting and bookkeeping solutions

    • Sales tax reporting/reconciliation

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Sherilyn Neuenswander

Staff Accountant

  • Skills & Certifications

    • Prepare individual tax returns

    • Quickbooks specialist

    • Monthly financial statements/reconciliations

    • Quarterly payroll/annual payroll tax preparation

    • Payroll services

    • Accounting and bookkeeping solutions

    • Sales tax reporting/reconciliation

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Hailey Shoemaker

Office Manager

  • Skills & Certifications

    • Payroll services

    • Accounts Payable

    • Accounts Receivable

    • Client Relations & Customer Service

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Chaleh Morley

Staff Accountant

  • Skills & Certifications

    • Prepare individual tax returns

    • Office management and customer service representative

    • Monthly financial statements

    • Quarterly payroll payroll tax preparation

    • Payroll services