Business Details
Trusted Accounting & Tax Services in Bountiful, Utah
For decades, our partners have delivered personalized tax, accounting, and consulting services to privately-owned businesses and individuals globally. Our expertise spans basic tax return preparation to strategic tax planning, financial statement preparation, and CFO advisory services. Based in Bountiful, Utah, we leverage secure, encrypted technology to serve clients worldwide. With over 95 combined years of experience, our team prioritizes close analysis, attention to detail, and high standards, earning the trust of three generations of clients. Our dedication to hard work and responsiveness has established us as a respected resource in the Salt Lake City market and beyond. Services
Tax Preparation
Tax Representation
International Taxation
Cost Segregation Studies
Accounting Services
CFO Advisory
Entity Restructuring
Financial Planning
Payroll Processing
Retirement Planning
Highlights and features
- We offer over 95 years of combined experience in tax and accounting services.
- Our team collaborates with attorneys, wealth advisors, and insurance agents for holistic client solutions.
- We provide secure, encrypted document exchange capabilities for global clients.
- Our partners are recognized industry leaders in trust and individual taxation.
- We serve third-generation clients, reflecting long-term trust and reliability.
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, businesses, and trusts. Our services include multi-state tax allocations and IRS audit representation. Clients benefit from personalized interviews conducted in-person, by phone, or via email to minimize tax liability through strategic planning.
Tax Representation
Our professionals offer tax representation for IRS or state audits. We emphasize year-round tax planning to identify savings strategies. With expertise in evolving tax laws, we guide clients through complex compliance requirements and optimize financial opportunities.
International Taxation
We assist corporations with overseas operations and individuals navigating cross-border taxation. Our team has experience in U.S. residents working abroad and foreign citizens working in the U.S., leveraging global professional relationships to resolve international tax challenges.
Cost Segregation Studies
Our cost segregation services identify personal property assets for accelerated depreciation. This reduces tax liabilities and improves cash flow by separating personal assets from real property for tax reporting purposes.
CFO Advisory
We provide outsourced CFO services for cash flow analysis, financial projections, and merger/acquisition support. Our cost-effective solutions include budgeting, forecasting, and debt advising to enhance financial management for growing businesses.
People
Curtis Trader
CPA, CFP
Curtis worked at KPMG for 11 years before joining Trader Orton & Spangler. He specializes in trust and individual taxation and served on Utah's Tax Review Commission. He graduated with a Master's in Taxation from Brigham Young University.
Matthew Orton
CPA
Matthew has expertise in tax consulting, ASC 740 calculations, and financial analysis. He joined the firm in 2020 after roles at Tanner LLC and Dixon Hughes Goodman. He explains complex tax concepts in accessible terms for clients.
Robert Spangler
CPA
Rob worked at KPMG and Deloitte before serving as CFO at XanGo. He advises on domestic and international tax issues and provides outsourced CFO services. He holds CPA licenses in Utah and California.
Randall Hill
CPA
Randall spent 23 years at KPMG leading alternative investment tax services. He joined the firm in 2021 and specializes in corporate, individual, and partnership taxation for multinational clients across various industries.
Questions
What services does Trader Orton and Spangler offer?
We provide tax preparation, representation, international taxation, cost segregation, accounting, CFO advisory, and financial planning services for businesses and individuals.
How do you handle international tax issues?
Our team has global experience resolving cross-border taxation challenges for corporations and individuals, including U.S. residents abroad and foreign citizens working in the U.S.
Can I submit documents securely?
Yes, we offer encrypted document exchange capabilities for clients worldwide to ensure secure communication and file sharing.
Do you work with other professionals for client solutions?
We collaborate with attorneys, wealth advisors, and insurance agents to implement comprehensive plans tailored to clients' needs.
What industries do you serve?
We work with clients in real estate, manufacturing, software, retail, venture capital, private equity, and international direct selling industries.
