AICPA Member • EOS-Driven • 40+ States Served

Salt Lake City CPA Firm for Tax, Bookkeeping, and CFO Services

We help Salt Lake City businesses and high-achieving individuals take full advantage of Utah’s competitive 4.5% flat tax rate — with entity structuring, PTET election strategy, multi-state compliance, and proactive year-round planning from our downtown SLC office.

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📞 404-955-7338
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AICPA Member UHNW Institute QuickBooks Pro Advisor Ramp Partner NetSuite Certified EOS® / Traction™ Entrepreneurs’ Organization Park City Angels
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Accounting and Tax Services Built for Salt Lake City Businesses

Fusion CPA is a Salt Lake City CPA firm running tax, accounting, and CFO advisory for growing businesses and high-achieving individuals across the Wasatch Front. Our office sits on Rio Grande Street in downtown SLC, where we work with Silicon Slopes tech companies, healthcare practices near University of Utah Health, professional service firms, real estate operators, and e-commerce brands.

We serve businesses from pre-revenue startups to multi-entity operations doing eight figures. Our team also supports clients in over 40 states. That matters here, where Utah companies typically employ remote staff and out-of-state customers, which creates multi-state filing obligations from day one. Book a Discovery Call and we’ll map the right level of support to where your business actually is.

What We Do for Salt Lake City Businesses

Tax Preparation and Strategy

We prepare and file federal and Utah returns, then build a year-round plan around them so April isn’t a surprise. Some clients need something more specific – whether that be restricted stock units (RSUs) from a Silicon Slopes employer, capital gains, or income earned in more than one state. We model that tax before the year closes, rather than reporting it after the fact. We also plan around Utah’s flat individual and corporate income tax, plus the Utah Pass-Through Entity Tax election, known as PTET. It lets many Utah pass-through owners work around the federal state and local tax (SALT) deduction cap. This is what you can expect from our tax services:

Personal Tax (from $155/mo)
  • Complete preparation and filing
  • Quarterly estimates calculated for you
  • RSU, stock-option, and loss-harvesting planning
  • Extension filings
  • IRS notice support for business owners and high earners
Business Tax (from $289/mo)
Outsourced CFO and Advisory

For Salt Lake City founders raising capital, planning an exit, or navigating a growth stage, we provide CFO-level guidance without the cost of a full-time hire. We build forecasts and scenario models, run capital planning, and bring the EOS (Entrepreneurial Operating System) framework and its companion methodology, Traction, to the numbers so goals, accountability, and cash all line up.

  • Board-ready reporting and fundraising support
  • EOS/Traction implementation and family-business advisory
 

Fusion CPA’s outsourced CFO engagements start at $3,000/mo, with Strategic Realignment support starting at $5,000/mo.

QuickBooks Bookkeeping and Controller

Clean books are the foundation for every tax and cash decision you make. Messy books end up costing Salt Lake City owners real money at year end. We run your bookkeeping on QuickBooks or Xero and close the month on a schedule, then deliver financial statements you can actually use. 

As your business grows, the same team adds controller-level oversight, so your books stay accurate with reporting depth that would otherwise take a full accounting department. The mistake we see most often among growing Salt Lake City companies is letting the books lag until tax season, then trying to reconstruct a year of decisions from bank statements alone. At Fusiobn CPA, we believe in a proactive approach. Our QuickBooks accounting services can be

  • Foundation (starting at $399 per month): bookkeeping, bank and card reconciliation, monthly close, and financial reporting for owner-operated Salt Lake City businesses
  • Scaling (starting at $665 per month): higher transaction volume, accounts payable and receivable management, and deeper monthly reporting as your team grows
  • Established (starting at $1,365 per month): controller oversight, multi-entity support, and review-level accuracy for established Wasatch Front companies
NetSuite Bookkeeping & Controller Services

If your Salt Lake City company is outgrowing QuickBooks – this could happen anywhere between $5 million to $10 million in revenue, NetSuite becomes the right platform. It’s also the right move once you need multiple subsidiaries, multiple currencies, or serious inventory tracking. We’re a certified NetSuite partner, so we run your bookkeeping, controller services, custom reporting, and multi-subsidiary consolidation directly inside NetSuite. That support breaks into three tiers:

  • tartup Essentials (starting at $2,500 per month): NetSuite bookkeeping, reconciliation, and monthly close for companies moving onto the platform
  • Growth Strategy (starting at $5,000 per month): controller oversight, custom reporting, and process design for scaling operations
  • Enterprise (starting at $10,000 per month): multi-subsidiary consolidation, advanced reporting, and full controller function for complex Salt Lake City enterprises

We see this most with Silicon Slopes tech companies moving past their first NetSuite implementation, multi-entity family businesses along the Wasatch Front, and e-commerce operators managing inventory across state lines.

Why Salt Lake City Businesses Choose Fusion CPA

Salt Lake City has plenty of CPA firms. But, what sets Fusion apart is that you get a licensed CPA reviewing your numbers year-round, not just once a year at filing time. You also get access to the technology depth growing companies need, plus we have credentials that most local shops can’t match:

  • Georgia Society of CPAs (GSCPA) member

  • AICPA member

  • QuickBooks ProAdvisor certified

  • NetSuite certified partner

  • 5.0-star Google rating and more than 2,000 businesses supported

Salt Lake City businesses choose us because we handle your tax, accounting and business growth strategy under one roof, instead of asking you to work with separate vendors. Our engagements run on one fixed monthly price, with no surprise invoices. And we understand the multi-state reality of a Wasatch Front built on relocating founders and remote Silicon Slopes teams.

We work with Salt Lake City technology and AI startups, plus healthcare and MSO groups tied to University of Utah Health. The same team also supports law firms, real estate operators, e-commerce brands, staffing companies, private equity portfolios, and family businesses.

Discuss Your Salt Lake City Tax Strategy →

Salt Lake City Areas We Serve

Our downtown office serves businesses across Salt Lake City and the greater Salt Lake Valley, including:

  • Downtown and Central City
  • The Avenues and Federal Heights
  • Sugar House and Millcreek
  • Holladay and Cottonwood Heights
  • Murray, Midvale, and Sandy
  • South Salt Lake and West Valley City
  • Draper and the south end of the Silicon Slopes corridor
  • Bountiful and the greater Wasatch Front
Frequently Asked Questions

Salt Lake City CPA Frequently Asked Questions

At Fusion CPA, ongoing services are priced monthly so Salt Lake City businesses can budget them: personal tax starts at $155/mo, business tax at $289/mo, QuickBooks bookkeeping at $399/mo, NetSuite accounting at $2,500/mo, and outsourced CFO advisory at $3,000/mo. Bundling tax with bookkeeping or CFO work saves 10 to 15 percent versus buying each service separately. We quote a fixed monthly fee after a Discovery Call, so there are no hourly-billing surprises.

A CPA is a licensed accountant who can sign tax returns, represent you before the IRS, and provide the higher level of assurance that lenders and investors often require. A tax accountant in Salt Lake City might handle basic filing, but if your business has employees, multi-state sales, or plans to raise capital, a CPA firm is usually the right call. Fusion CPA is an AICPA member firm, so you get licensed CPA oversight on your tax and accounting work.

Yes. Utah taxes individual and corporate income at a flat rate, and many Salt Lake City pass-through owners can elect the Utah Pass-Through Entity Tax (PTET) to work around the federal state and local tax (SALT) deduction cap. We model the PTET election against the individual deduction for your specific situation and file it correctly, rather than defaulting every client to the same answer.

Yes. We work with a lot of technology companies along the Salt Lake City to Lehi corridor, from pre-Series A startups to funded, scaling teams. That includes research and development (R&D) tax credit planning, equity and RSU strategy, Qualified Small Business Stock (QSBS) qualification for C corps, and moving from QuickBooks to NetSuite as the finance function matures.

No. We serve businesses across Salt Lake City, the Salt Lake Valley, and the entire Wasatch Front, and we work with clients remotely in 40-plus states. Whether you’re in Sugar House, Sandy, Draper, or working with a distributed team, the service and the CPA oversight are the same.

We’re a certified QuickBooks ProAdvisor and NetSuite certified, which covers the two platforms most Salt Lake City businesses run on. Smaller and growing companies typically stay on QuickBooks Online, while scaling and multi-entity businesses move to NetSuite, and we manage the bookkeeping, close, and reporting on both.

Talk to a Salt Lake City CPA

The best way to see what our Salt Lake City CPA firm can do for your Utah business is a free 30-minute Discovery Call. We’ll talk through your situation, your entities, and your goals, then give you a personalized pricing recommendation. No pressure, no billing surprises, just a clear picture of what working together looks like.

Book your free Discovery Call or call (435) 833-9000.

Schedule a Discovery Call →
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Other Fusion CPA locations in Utah

Visit our Park City office

Fusion CPA 1090 Center Dr. Park City, UT 84098 Phone: (435) 833-9000 Main: (404) 955-7338 Email: info@fusiontaxes.com

Hours: Monday to Friday, 9:00 AM to 5:00 PM (MT)

This page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.

Fusion CPA pages are grounded in the professional experience of our CPAs and the situations we encounter in practice. Scenarios described are illustrative composites, not any individual client’s facts. We use AI tools to assist with drafting and research. Before publication, every article is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.