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

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

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

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

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

Sue Berrett

Office Manager

  • Skills & Certifications

    • Payroll services

    • accounts payable

    • Accounts receivable

    • Client relations, customer services

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

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

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

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

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

Annette Morley

Office Manager, Billing

  • Skills & Certifications

    • Accounts payable

    • Accounts receivable

    • Client relations, customer services

    • Billing

Lily Morley

Secretary

  • Skills & Certifications

    • Office management and customer service representative

    • Accounts payable

    • Accounts Receivable

1656 Reunion Ave, Suite 100

South Jordan, UT 84095

Telephone - (801) 562-1940

Fax - (801) 254-9563