Business Details
49 Years
experience
Your Trusted Accounting Partner in Brigham City
Since 1977, our firm has grown from a one-man CPA practice to a team of 45 professionals dedicated to delivering tailored financial solutions. We prioritize client relationships, combining deep expertise in tax strategy, audit services, and retirement plan administration with a commitment to quality verified through independent peer reviews. Our team's decades of experience across diverse industries ensures accurate reporting, strategic tax planning, and compliance with evolving regulations.We maintain rigorous quality controls reviewed triennially by external CPAs, earning an Unqualified report from the AICPA. With a focus on proactive advisory services, we help individuals and businesses achieve long-term financial success while upholding the highest ethical standards.
Services
Audit & Accounting
Tax Services
TPA Services
Business Advisory
Retirement Plans
Details
- Year established: 1977
Highlights and features
- Our 45-person team delivers top-tier service with specialized expertise in tax and accounting.
- We maintain AICPA-certified quality controls verified through independent peer reviews.
- Strategic tax planning maximizes credits and minimizes liabilities for individuals and businesses.
- Personalized support ensures no tax-time surprises through transparent communication.
- Decades of local experience serving Brigham City and surrounding communities.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Prompt communication
Expert CPAs
Personalized guidance
Accurate returns
Strategic planning
Services
Audit & Accounting
We provide accurate financial reporting and regulatory compliance services. Our team ensures objective audits that support informed business decisions while maintaining strict adherence to accounting standards. Clients benefit from transparent processes that identify financial strengths and areas for improvement.
Tax Services
Our tax experts navigate complex regulations to minimize liabilities. We offer strategic planning for individuals and businesses, ensuring compliance while maximizing credits through proactive year-round tax management tailored to specific financial situations.
TPA Services
We administer third-party retirement plans with full compliance oversight. Our specialists manage plan operations, regulatory filings, and participant communications to ensure smooth administration while helping businesses maintain competitive employee benefits programs.
Business Advisory
Our advisors provide strategic guidance for business growth and succession planning. We analyze financial operations, identify efficiency opportunities, and develop long-term strategies aligned with organizational goals across multiple industries including agriculture and manufacturing.
Retirement Plan Administration
We handle complete retirement plan management from setup to compliance reporting. Our QKC-certified professionals ensure proper implementation of 401(k) plans and ongoing administration that meets evolving regulatory requirements while supporting clients' long-term financial objectives.
People
Aaron Rentschler
CPA & Partner
Specializes in tax planning with 12 years' experience. Graduated from Utah State University with dual accounting degrees. Focuses on helping businesses navigate complex tax regulations while maintaining community involvement.
David T. Yates
Managing Partner
Summa Cum Laude graduate from Utah State University. Specializes in tax and accounting for family-owned businesses across multiple industries. Actively involved in church leadership and outdoor family activities.
Brandon B. Broadhead
CPA & Partner
Masters degree from USU with 8 years' experience. Current Brigham City Chamber of Commerce President. Combines technical expertise with community engagement through local business advocacy.
Andrea Winkler
CPA & Partner
Former CFO with diverse industry experience. Specializes in business advisory and estate planning. Balances professional expertise with family life and recreational tennis activities.
David Rogers
CPA & Partner
BYU graduate with expertise in audit and attestation. Active in community service through Rotary Club and credit union leadership. Provides comprehensive tax and consulting services to various entities.
Questions
What accounting services do you offer?
We provide audit, tax, and advisory services including retirement plan administration for individuals and businesses across multiple industries.
How should I prepare for tax season?
Bring W-2s, 1099s, bank statements, and previous tax returns. Itemize deductions like mortgage interest and charitable donations for maximum credits.
Do you handle business tax filings?
Yes, we specialize in business tax compliance and strategic planning for corporations, partnerships, and sole proprietors across various industries.
How do you ensure tax compliance?
Our CPAs stay current with tax law changes and maintain AICPA-certified quality controls through triennial peer reviews to ensure accurate filings.
Can I access documents online?
Yes, our secure portal allows document downloads and secure file sharing with your CPA team for convenient tax preparation.
