OUR STAFF

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.

M. SHAWN MORLEY

CPA

 

EDUCATION

  • December 1985 University of Utah
  • Bachelors degree in Accounting/Spanish

 

SKILLS AND CERTIFICATIONS

  • Partner, over 30 years professional experience
  • Small business consulting and mediation services
  • Tax preparation and consulting regarding tax issues and foreign taxation
  • Accounting including audited, reviewed, and compiled financial statements
  • HUD/Multi-Family Housing specialist
  • Certificate of AICPA - business valuation specialist
  • Like kind exchange specialist
  • Fluent in Spanish

 

PROFESSIONAL ASSOCIATIONS

  • Member Utah Association of Certified Public Accountants
  • Member American Institute of Certified Public Accountants
  • Aurthur Anderson Los Angeles alum
  • Grant Thorthon International Provo, UT alum
  • Board Member Friend of the Americas Charitable Foundation

MARK BERRETT

CPA

 

EDUCATION

  • Brigham Young University, Provo, UT
  • Bachelors of Science, Accounting
  • Master of Accounting, Taxation

 

SKILLS AND CERTIFICATIONS

  • Partner, over 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

  • August 2001 Southern Utah University, Master Of Business Administration — Accounting Emphasis
  • May 2000 Southern Utah University, Bachelor of Science - Accounting

 

SKILLS AND CERTIFICATIONS

  • Prepare corporate and individual income tax returns
  • Perform field work and write up of audited financial statements
  • Accounting services, audit, reviewed and compiled financial statements
  • Consult with clients to assist in business decision making
  • Generate monthly financial statements for multiple clients
  • Perform accounting and tax work for non-profit organizations

 

PROFESSIONAL ASSOCIATIONS

  • Utah Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

CORY MORLEY

SENIOR AUDITOR

 

EDUCATION

  • Brigham Young University - Idaho, Bachelors of Science, Business Administration
  • University of Phoenix, Master of Science in Accountancy

 

SKILLS AND 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

 

SPENCER MORLEY

AUDIT/TAX

 

EDUCATION

  • Utah Valley University, Bachelors of Science
  • University of Phoenix, Master of Science in Accountancy

 

SKILLS AND 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

 

SHERILYN NEUENSWANDER

STAFF ACCOUNTANT

 

SKILLS AND 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/SECRETARY

 

SKILLS AND CERTIFICATIONS

  • Payroll services
  • accounts payable
  • Accounts receivable
  • Client relations, customer services

 

CALEB MORLEY

STAFF ACCOUNTANT

 

SKILLS AND CERTIFICATIONS

  • Prepare individual, corporate, partnership, and non-profit tax returns
  • Reviewed and compiled financial statements
  • Monthly financial statements
  • Quarterly payroll payroll tax preparation
  • Payroll services

 

ANNETTE MORLEY

OFFICE MANAGER/SECRETARY

 

SKILLS AND CERTIFICATIONS

  • Payroll services
  • Accounts payable
  • Accounts receivable
  • Client relations, customer services

1656 Reunion Ave, Suite 100  •  South Jordan, Utah 84095

tel (801) 562-1940   fax (801) 254-9563

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