Business Details
Trusted Accounting & Tax Services in Ogden, Utah
Ulrich & Associates is a full-service accounting and tax firm dedicated to providing personalized, high-quality service to individuals and businesses in Ogden, Utah. Founded by Chuck and Mike Ulrich, our firm prioritizes client relationships while combining decades of experience with advanced training and state-of-the-art technology. We specialize in audits, tax planning, business succession, and financial advisory services, ensuring clients receive tailored solutions for their unique needs.Our commitment to continuous education allows us to stay ahead of evolving tax laws, while our agile structure ensures timely, responsive support. As Northern Utah's premier CPA firm, we blend technical expertise with a client-first approach to help businesses and individuals achieve long-term financial success.
Services
Tax Services
Audits/Reviews/Compilations
Bookkeeping Services
Estate Planning
Business Succession Planning
Management Advisory Services
Sales Tax Compliance
Retirement Planning
Highlights and features
- We offer decades of combined experience in Northern Utah's accounting sector
- Our team uses state-of-the-art technology for accurate, efficient service delivery
- We focus on building personalized relationships with every client we serve
- Our CPAs complete regular advanced training to stay current with tax law changes
- We provide comprehensive solutions from audits to business succession planning
What people say
Incredible knowledge
Great customer service
Expertise
Personalized care
Professional support
Services
Tax Services
Our comprehensive tax services help individuals and businesses navigate complex tax regulations with confidence. We specialize in accurate return preparation, strategic tax planning, and IRS compliance solutions. Clients benefit from our CPAs' ongoing education in evolving tax laws and our secure online document submission system for convenient filing.
Audits/Reviews/Compilations
We provide thorough financial statement examinations including audits, reviews, and compilations. Our services ensure regulatory compliance while delivering actionable insights for business improvement. Clients receive expert analysis of financial health and recommendations for operational efficiency, supported by our team's extensive auditing experience.
Bookkeeping Services
Our bookkeeping services maintain accurate, up-to-date financial records for businesses of all sizes. We implement efficient systems for accounts payable/receivable, payroll processing, and financial reporting. Clients gain real-time visibility into their financial position through organized, GAAP-compliant record-keeping practices.
Business Succession Planning
We develop customized succession strategies ensuring smooth business transitions across generations or ownership changes. Our services include valuation analysis, tax-efficient transfer methods, and legal documentation coordination. Clients receive comprehensive plans that protect business value and ensure continuity during leadership changes.
Estate Planning
Our estate planning services combine tax expertise with legal resources to protect clients' assets. We coordinate with Ulrich Law, PLLC to create wills, trusts, and advanced directives that minimize tax liabilities. Clients benefit from integrated solutions addressing both financial and legal aspects of wealth transfer.
People
Chuck Ulrich
Founder
Co-founder with extensive accounting experience, dedicated to building client relationships and delivering expert financial solutions in Northern Utah for over two decades.
Mike Ulrich
Founder
Co-founder specializing in tax strategy and business advisory services, combining technical expertise with personalized client support to help organizations achieve financial success in Ogden's business community.
Ryan Ulrich
Attorney
Licensed Utah attorney focusing on estate planning and tax law, providing complementary legal services through Ulrich Law, PLLC while maintaining strict confidentiality and professional standards.
Michael Ulrich
CPA Shareholder
Experienced CPA shareholder offering advanced accounting expertise and strategic financial guidance to businesses and individuals throughout Northern Utah's commercial sector.
Heather Christopherson
CPA Shareholder
Seasoned CPA shareholder specializing in complex accounting solutions and financial planning, committed to delivering exceptional service quality to the firm's diverse client base.
Questions
What accounting services do you offer for businesses?
We provide audits, tax compliance, bookkeeping, business succession planning, and financial advisory services tailored to meet specific organizational needs.
Do you handle both individual and business tax preparation?
Yes, we offer comprehensive tax services for both individuals and businesses, including strategic planning and IRS compliance solutions.
How can I submit tax documents securely?
Our online portal allows secure document submission for tax preparation, ensuring confidentiality and convenient access for clients.
Do you offer estate planning services?
Yes, we provide tax-focused estate planning in coordination with Ulrich Law, PLLC for comprehensive wealth transfer solutions.
How do you stay current with tax law changes?
Our CPAs complete regular advanced training and use state-of-the-art technology to maintain expertise in evolving tax regulations.
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