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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

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M. Shawn Morley

Founder, CPA

  • Education

    • University of Utah, Salt Lake City, UT​

    • 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 Public​ Accountants

    • Member American Institute of Certified Public Accountants

    • Arthur Anderson Los Angeles Alumni

    • Board Member of Friends of the Americas Foundation

  • 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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Mark E. Berrett

Founder, CPA

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Jeff Maynes

CPA, Tax Manager

  • Education

    • Southern Utah University, Bachelor of Science - Accounting

    • Southern 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

  • Education

    • Utah Valley University, Orem, UT

    • Bachelor of Science, Political 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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Spencer Morley

Senior Accountant, Tax & Financial, Management

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Cory Morley

Senior Auditor, Audit

  • Education

    • Brigham Young University - Idaho, Rexburg, ID

    • 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

  • 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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Caleb Morley

Staff Accountant, Tax

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Megan Reyna-Berrett

  • Education:

    • Brigham Young University, Bachelor of Arts​

    • University of Phoenix, Master of Business Administration and Graduate Accounting

  • Skills & Certifications

    • Financial Accounting

    • Prepare Corporate, Partnership, and Non-Profit Tax Returns

    • QuickBooks Specialist

    • Business Consulting

    • Financial Statements/Reconciliations

    • Payroll Services

    • Accounting and Bookkeeping Solutions

Financial Accountant and Corporate Tax

  • 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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Sherilyn Neuenswander

Staff Accountant, Payroll

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Hailey Shoemaker

  • Education

    • Brigham Young University, Provo, UT

    • Bachelors of Science, Family Studies - Minor in Communications
       

  • Skills & Certifications​

    • Office Management

    • Marketing & Firm Development

    • Payroll Services

    • Accounts Payable

    • Accounts Receivable

    • Client Relations & Customer Service

Office Manager, Management

  • Skills & Certifications

    • Bookkeeping

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

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Jarom Morley

Bookkeeper, Financial

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  • Skills & Certifications

    • Bookkeeping

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

Alex Macbeth

Bookkeeper, Financial

  • Skills & Certifications

    • Prepare corporate tax returns​

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

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Blake Schaeffer

Staff Accountant, Tax

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  • Education

    • Brigham Young University - Hawaii

    • Bachelors of Science, Accounting

  • Skills & Certifications

    • Prepare individual tax returns

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

Vera Hakim

Staff Accountant, Tax

  • Skills & Certifications

    • Prepare individual tax returns

    • Office management

    • Monthly financial statements

    • Quarterly payroll tax preparation

    • Payroll services

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Chaleh Morley

Staff Accountant, Management

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  • Education

    • Utah Valley University, Orem, UT

    • Associates of Science

  • Skills & Certifications​

    • Assistant to Office Management

    • Marketing & Firm Development

    • Accounts Payable

    • Accounts Receivable

    • Client Relations & Customer Service

Courtney Tait

Office Assistant, Management

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