Curtis Financial & Tax Management, PC

"Striving to be Your Most Trusted Advisor" 

Client Portal

Services

Individual 1040
C-Corp
S-Corp
LLC/Partnerships
Non-Profit/Charitable
Estate, Trust & Gift
Payroll

Bookkeeping
Chart of Accounts Analysis
Remote Support
Financial Statement Compilations
Technological Development
Job/Cost Tracking
Contribution Margin Analysis

Tax Planning
Budgeting
Business Structures
QuickBooks Training & Support
Retirement Planning
Estate & Gift Planning
Business Buy/Sale

State Mail Handling
Legal Notice Acceptance
Compliance Support
Filing Reminders
Registered Address
Document Management

Testimonials

What our clients have to say...

"I have known Alex for a long time both personally and professionally. He is very knowledgeable, and helped me to get my dental practice up and running in 2005. He has been handling my accounting and tax reporting ever since. He is a good friend, and an excellent accountant. I highly recommend his services to anyone in need of an honest and trustworthy accountant."
Brigham Colton
Jordan Valley Dental
“I appreciate the time you spent teaching and helping me better understand my tax situation. Thank you for the extra time and effort.”
Chandra Roberson, LPC
Sandy, UT
“Your analysis is always appreciated and balanced. Thanks again.”
Blaine Houberg
Taylorsville, UT
“Thanks for your patience and expertise.”
Kent Hart, Executive Director, UACDL
Salt Lake City, UT