Business Details
40 Years
experience
Trusted Accounting & Tax Services in Salt Lake City
Naylor & Warner CPAs has been a trusted provider of comprehensive accounting and tax services since 1986, serving small and medium-sized businesses in Salt Lake City and surrounding areas. Our expertise spans from foundational tax management and accounting to specialized services for real estate professionals and in-depth financial advisory. We prioritize personalized attention, ensuring clients receive tailored strategies that align with their unique financial goals.With decades of combined experience, our team delivers high-quality service grounded in research, sound analysis, and open communication. We maintain a proactive approach to help clients achieve both present financial viability and long-term success, earning a reputation for excellence and professionalism in the local business community.
Services
Tax Preparation
Accounting Services
Financial Planning
Estate Planning
QuickBooks Support
Business Advisory
Retirement Planning
IRS Representation
Payroll Services
Wealth Management
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services since 1986.
- Our team provides personalized attention to every client's unique financial needs.
- Specialized expertise in real estate tax strategies and QuickBooks integration.
- We deliver comprehensive financial planning with a proactive, research-driven approach.
- Proven track record of building long-term client relationships through transparency and excellence.
What people say
Leading firms
Personal attention
Professional and responsive
Quality service
Services
Tax Preparation
Our tax preparation services ensure accurate and strategic filing for individuals and businesses. We maximize deductions while maintaining compliance with evolving tax regulations. Clients benefit from year-round planning to optimize their tax positions and avoid common pitfalls.
Financial Planning
We develop customized financial plans addressing retirement, estate, and wealth management needs. Our approach integrates tax-efficient strategies and investment guidance to help clients achieve both short-term and long-term objectives through comprehensive analysis.
Accounting Services
From basic bookkeeping to complex financial reporting, we provide accurate accounting solutions for small businesses. Our services include QuickBooks setup, cash flow management, and financial statement preparation to support informed business decisions.
IRS Representation
We assist clients facing IRS audits, back taxes, or payment plan negotiations. Our experts handle communications with tax authorities while developing resolution strategies that minimize financial impact and ensure compliance.
Estate Planning
Our estate planning services help clients protect assets and create structured inheritance plans. We coordinate wills, trusts, and tax strategies to ensure smooth wealth transfer while addressing individual family and business needs.
People
Bruce Warner
Managing Partner
Bruce Warner leads Naylor & Warner CPAs with over 30 years of accounting experience. He specializes in tax strategy and business advisory services, focusing on real estate and small business clients.
Chad Warner
Technology Consultant
Chad Warner provides technology solutions for accounting systems, specializing in QuickBooks integration and digital workflow optimization to enhance client financial management processes.
Jacob Warner
Salt Lake City Director
Jacob Warner oversees client services in Salt Lake City, combining tax expertise with strategic financial planning to support business growth and individual wealth management needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow management, payroll, and QuickBooks support tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide a no-obligation one-hour consultation to assess your needs and develop a customized service plan.
How do you handle IRS audit representation?
Our team manages all IRS communications, preparing documentation and negotiating resolutions to minimize client liability and stress.
What tax planning strategies do you specialize in?
We focus on real estate tax optimization, retirement account strategies, and business tax deductions to reduce overall tax burdens.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, system tuning, and personalized training sessions for business owners and staff.
