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 Public​ Accountants

  • Member American Institute of Certified Public Accountants

  • Arthur Anderson Los Angeles Alumni

  • Board Member of Friends of the Americas Foundation

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

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

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

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

Caleb Morley

Staff Accountant

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• 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

Megan Reyna-Berrett

Staff Accountant

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• 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

Sherilyn Neuenswander

Staff Accountant

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• 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

Sue Berrett

Office Manager

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• Skills & Certifications

  • Payroll services

  • accounts payable

  • Accounts receivable

  • Client relations, customer services

Annette Morley

Office Manager, Billing

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• Skills & Certifications

  • Accounts payable

  • Accounts receivable

  • Client relations, customer services

  • Billing

Chaleh Morley

Staff Accountant

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• Skills & Certifications

  • Prepare individual tax returns

  • Office management and customer service representative

  • Monthly financial statements

  • Quarterly payroll payroll tax preparation

  • Payroll services

Stephanie Morley

Secretary

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• Skills & Certifications​

  • Office management and customer service representative

  • Accounts payable

  • Accounts Receivable