Wasatch Front CMP Tax & Accounting Resources
Free guides, checklists and tools from our CPAs, grouped by topic. Jump to what fits you, or talk to a CPA directly.
For Business Owners
Guides and checklists for running, growing and buying a business.
Guide9 Ways for Business Owners to Reduce Tax LiabilityGet it free ›eBook4 Financial Mistakes That Can Ruin Your BusinessGet it free ›ChecklistAccounting Checklist for Small BusinessGet it free ›GuideHow to Get Your Business’s Finances in OrderGet it free ›ChecklistCritical Business Issues ChecklistGet it free ›GuideFinancial Business Analysis GuideGet it free ›GuideGAAP Guide for Small BusinessesGet it free ›ChecklistBusiness Startup Checklist for LLCs and Sole ProprietorsGet it free ›ChecklistChecklist for Buying a BusinessGet it free ›Assessment5 Questions to Determine if You Need a CFOGet it free ›GuideHow to Choose a Payroll Service ProviderGet it free ›GuideQuickBooks Reference GuideGet it free ›Guide7 Tips for Choosing the Best Accountant for Your BusinessGet it free ›
Individuals and High Earners
Ways to keep more of what you earn, plus help when the IRS writes.
Guide7 (Bonus) Ways to Reduce Taxable Income as a High EarnerGet it free ›Guide8 Ways to Minimize Capital Gains Tax LiabilityGet it free ›Guide11 Surprising Tax DeductionsGet it free ›GuideDefinitive Guide to Charitable ContributionsGet it free ›GuideRetirement Savings GuideGet it free ›ChecklistIRS Notice Response ChecklistGet it free ›
Specialized Tax Topics
Crypto, research credits, nonprofits and real estate.
Checklist7 Bonus Strategies to Reduce Your Crypto Tax BillGet it free ›ChecklistForm 8949 Crypto Tax ChecklistGet it free ›ChecklistR&D Tax Credit Audit Preparation ChecklistGet it free ›ChecklistHow to Get Tax-Exempt Status for a NonprofitGet it free ›CalculatorCost Segregation CalculatorUse the calculator ›
Retirement Plans and Employee Benefits
For employers who sponsor a 401(k) or other benefit plan.
Estate, Succession and Family Business
Plan what happens to your business and assets next.
Talk to a CPA
Prefer to talk it through? Request a consultation with one of our CPAs.
ConsultationTax PlanningRequest a consultation ›ConsultationBusiness Accounting and TaxRequest a consultation ›ConsultationOutsourced CFORequest a consultation ›ConsultationQuickBooks Help From a ProAdvisorRequest a consultation ›ConsultationRetirement Plan TPA ServicesRequest a consultation ›ConsultationRetirement Plan DesignRequest a consultation ›ConsultationEmployee Benefit Plan AuditRequest a consultation ›ConsultationR&D Tax CreditRequest a consultation ›ConsultationCrypto TaxRequest a consultation ›ConsultationReal Estate Investors and AgentsRequest a consultation ›ConsultationNonprofit AccountingRequest a consultation ›ConsultationFarm and Ranch AccountingRequest a consultation ›
Helpful Links
Answers to common questions, and where to check on a refund.
