MONTHLY ACCOUNTING

We provide basic monthly accounting services as a convenience for our small business tax clients

What is accounting

We provide basic monthly accounting services as a convenience for our small business tax clients who want our help so they can focus on other things, like running their business, growing their business, or spending time with family; or those who just want to simplify their lives and get rid of some stress. If this sounds like your situation, then let us take care of your books for you.

Getting Started

Meet with us to determine your specific needs.

Pay a retainer.

We will compile your data into a starting Balance Sheet and review it with you to ensure we have a solid starting point.

What we do for you each month

1. Download and categorize your bank transactions

Download and categorize your bank transactions

2. Reconcile your bank and credit card accounts

Reconcile your bank and credit card accounts

3. Record adjustments as needed (depreciation, interest, etc.)

Record adjustments as needed (depreciation, interest, etc.)

4. Provide you with monthly Profit & Loss and Balance Sheet reports

Provide you with monthly Profit & Loss and Balance Sheet reports

This information is required for your taxes at the end of the year and is often required by banks for loans. It will also let you know how your business is doing to help you make better business decisions. As an additional service, we can provide consulting, analysis, and insight on how to get the most value from your financial statements.

Utah Tax Preparation Services

Pricing

  • We bill monthly accounting work at hourly rates, which vary based on experience level.
  • A retainer is required before work is started (minimum initial retainer $1,500).
  • We will collect a monthly retainer and send a monthly invoice to show how much of the retainer has been used.
  • The monthly cost is often between $300-1,200 but will vary depending on the size and complexity of the business.

Financial Statement Preparation

We can help with basic business needs such as the creation of various financial reports that provide information about your company’s financial health. The main financial reports that are typically prepared are the Balance Sheet and the Profit & Loss. Accurate preparation of these reports requires a comprehensive understanding of accounting principles and practices, as well as the ability to accurately record financial transactions and calculate financial ratios and metrics.

Financial statement preparation requires a comprehensive understanding of accounting principles and practices, as well as the ability to accurately record financial transactions and calculate financial ratios and metrics.

Utah Tax Preparation Services
Utah Tax Preparation Services

Tax Planning and Filing

As a professional accounting firm, we can assist you in the preparation and submission of tax returns to the government in accordance with tax laws and regulations.

Tax planning and filing can be a complex and time-consuming process, but with the help of a professional, it can be a straightforward and stress-free experience. The end result of successful tax planning and filing is a potentially lower tax bill, improved financial situation, and peace of mind knowing that you’re compliant with all tax laws and regulations.

Financial Budgeting and Forecasting

We specialize in providing financial budgeting and forecasting services for individuals and businesses. Our process starts with a thorough assessment of your current financial status, including income, expenses, assets, and liabilities.
With this information, we create a personalized budget that sets spending and saving goals, and guides you toward a more secure financial future. We also provide forecasting services to help you identify potential risks and opportunities, and make informed decisions about future investments and expenditures.
Utah Tax Preparation Services
Utah Tax Preparation Services

Bookkeeping

We understand the importance of booking services for small businesses and individuals. Our team of experts provides comprehensive bookkeeping services that keep your financial records organized, accurate, and up-to-date.

We use the latest technology to manage your books and provide you with regular financial reports that give you a clear picture of your financial status. Our goal is to take the stress out of bookkeeping, so you can focus on more exciting things.

Payroll

Our firm offers basic payroll services to help you manage your business’s payroll needs with ease. Our experienced team of professionals handles all aspects of payroll, from processing employee paychecks to managing tax withholding and payroll tax filings. We use the best technology to ensure that your payroll is processed accurately, efficiently, and securely. Our services are flexible and customizable, so you can choose the options that best meet your needs.

 

Utah Tax Preparation Services
Utah Tax Preparation Services

General Accounting Consultation

We understand that business finances can be expansive. That is why we offer expert general accounting consulting services to help you stay on top of your financial affairs.
Our team of professional accountants has years of experience providing financial guidance and support to businesses and individuals. We work closely with you to understand your unique needs and goals and provide customized solutions that help you achieve financial success.

Our general accounting consultation services are designed to be comprehensive and efficient. Our use of the latest technology and accounting software helps us ensure that your financial information is accurate and up-to-date.

Our team is dedicated to providing you with the support you need to make informed financial decisions. We understand that managing your finances can be overwhelming, which is why we’re here to help.

Get Accounting Help

Your business needs don’t rest. Let us help you manage the most menial parts of your business so you can invest your time and energy into other parts of your business. Contact us today to learn how we can help with general accounting needs!
Our team is dedicated to providing you with the support you need to make informed financial decisions. We understand that managing your finances can be overwhelming, which is why we’re here to help.

Please contact us to discuss your accounting needs, so we can customize a solution that will work best for you.

OUR TESTIMOIALS

Even though we think we’re pretty great, here is what people like you have to say about our work.

Spencer CallSpencer Call
12:03 19 Sep 24
Eric knows his stuff. He explains it well and in an understandable way, and helps make the best of your tax situation. Very helpful!
Abel MAbel M
18:37 15 Apr 24
Eric and staff have always been great to work with. Have been with them for many many years.
Jason PetersonJason Peterson
14:48 10 Apr 24
The people at Dow Tax & Accounting are always friendly when I interact with them. They understand my specific tax situation and are quick to respond to any questions I have. The message feature in their online portal is really convenient.
Jason MinnickJason Minnick
23:53 03 Apr 24
Hit them up to do our taxes late in the game. They were great. Very efficient. Their process was fast and they explained everything we had going on in detail.
LaDean AllredLaDean Allred
22:16 25 Mar 24
So willing to get all the information
Sherene FunkSherene Funk
20:31 22 Mar 24
Nice folks--very willing and quick to answer your questions. Their system is slick....just upload everything to their secure portal and they take care of the rest. If they need additional docs or information, they let you know through their secure chat within the same portal. I'll definitely be using them next year.
Marc ChristiansenMarc Christiansen
02:19 22 Mar 24
Had a really complicated tax year due to company stocks being all sold due to an acquisition and Dow Tax did a great job of helping me get the best advantages. I especially recommend Jace Southwick who was very consultative, did a great job breaking down the things i needed to know, and resulted in tax savings well over the cost of service by itemizing which I never do.
Jarrett HullJarrett Hull
18:29 21 Mar 24
Taylor JohnsonTaylor Johnson
20:26 18 Mar 24
Very happy with Dow. I worked with Jace, and he was extremely helpful and knows his stuff. Highly recommend!
Justin WhittakerJustin Whittaker
19:35 14 Mar 24
Wow. Another firm referred me to Dow Tax & Accounting and I'm really glad they did. I was looking for a new accountant for my personal and business taxes and they were able to fit me in to their busy tax season. The process working with them was easy, efficient and very professional. I feel like I've finally found an accountant who doesn't speak accountant to me. Their advice and counsel is easy to understand and makes sense and their entire staff has been great to work with. I'm excited to be working with Dow Tax & Accounting.
Matthew JorgensenMatthew Jorgensen
19:46 13 Mar 24
Excellent CPA firm. They are very accurate and detail-oriented. They have also saved me a lot of money by finding all legitimate business deductions. Highly recommend.
Elizabeth MacDougallElizabeth MacDougall
18:38 12 Mar 24
Great tax services. Reliable and trustworthy. Would recommend to a friend.
Susan NiepraschkSusan Niepraschk
18:18 12 Mar 24
Excellent service!Great communication!Extremely qualified!Will use their skilled accounting tax services yearly!
Paul LaHayePaul LaHaye
02:02 09 Mar 24
First year with this firm and it will not be the last. Brent and Nicole were great, facilitating an annual dread into a tolerable process. Recommend them without reservation.
John DeardenJohn Dearden
22:40 07 Mar 24
Brent and Nicole at Dow are amazing! They addressed all our needs and were kind and thoughtful when answering our questions. They did our returns quickly and efficiently. We recommend them highly!
Catherine LevittCatherine Levitt
19:39 07 Mar 24
Fast, efficient, and professional! I’m beyond satisfied with the great service at Dow, and that’s why I come back to them every year to have my taxes done. They are all friendly and make the whole process easy. I recommend them for worry-free tax services!
Billy HiattBilly Hiatt
00:43 07 Mar 24
Zhongming XiangZhongming Xiang
03:41 06 Mar 24
K KK K
14:02 03 Mar 24
I have had 2 business returns to file in addition to personal with 2 states. I used to spend weeks of stress getting everything done, and done right. When I handed it all over to Eric, the weight of it all was gone. He is always there when I have questions about the return once I've reviewed them. I am so glad I started using Dow Tax services!
Tracie EdwardsTracie Edwards
18:41 01 Mar 24
Brent and Nicole have been wonderful to work with! I couldn't be more pleased with their efficiency and support.
Rex MuhlesteinRex Muhlestein
20:47 29 Feb 24
Unbelievably professional and amazing customer service! Such trust in their competency, easiest filing through their online system, providing electronic documents and ability to communicate well. I strongly recommend considering moving who you have do your taxes to Dow and have them become part of your team!
AMAM
22:15 28 Feb 24
Very helpful and efficient every step of the way.
Destry CrumpDestry Crump
02:05 27 Feb 24
Dow tax is the best. Very friendly and professional staff
Paul BassPaul Bass
23:27 25 Feb 24
Very impressive tax accounting Company. Handled my filing professionally and quickly. I would highly recommend them!
Greg HGreg H
21:19 22 Feb 24
Professional and reliable. I have used Dow for a few years ago for personal and corporate needs...give them a shot. You will want to send me a handwritten thank you note.
Nathan DowNathan Dow
02:53 22 Feb 24
This is the single greatest accounting place I have ever had the pleasure of visiting
Chris ThatcherChris Thatcher
00:16 22 Feb 24
Brent did an outstanding job in helping us fix our mistakes when setting up our business on our own. I should have gone to him sooner to help us get things set up right the first time. He also got our taxes done in a very timely manner, and in a year where I thought we were going to need to pay additional taxes he got us a return that was double our previous year's return. I'll definitely be going back for future tax help.
Susan EthingtonSusan Ethington
17:33 21 Feb 24
They are very good to work with. They know what they're doing and are very prompt and professional while I have dealt with them. They explain things so I can understand and are always willing to answer any questions I have.
Josh MascaroJosh Mascaro
22:53 20 Feb 24
This company is by far the best tax and accounting company. Extremely professional and very knowledgeable, whether it is for your business or personal. From the owner to the "low man on the totem pole" they treat you with dignity and respect. Great great people and service.
Kayla AndersonKayla Anderson
03:53 17 Feb 24
They were extremely helpful and helped me understand things more. They were incredibly patient and did an amazing job! 100% recommend!
Athena StarrAthena Starr
00:20 16 Feb 24
farrah turnerfarrah turner
05:27 15 Feb 24
We have had DOW do our taxes for years and have had a good experience every year.
Austin StoddardAustin Stoddard
22:01 08 Feb 24
Mark ElkingtonMark Elkington
22:49 07 Feb 24
I have Eric do my taxes every 2-3 years, just to make sure I am not drifting off course with TurboTax. I have always been impressed by his expertise, efficiency, and attention to detail. The price is fair and reasonable for this level of service. I trust Dow Tax & Accounting.
Michael JensenMichael Jensen
13:01 07 Feb 24
Chase GordonChase Gordon
01:47 06 Feb 24
Jace Southwick at Dow Tax and Accounting is VERY skilled at what he does. He is super knowledgeable about tax law and accounting, and it shows! He is also deeply passionate about every business and individual that he helps. I will be using DOW T&A for all of my business and personal tax and accounting needs. 💪🏽
Andrew BradyAndrew Brady
04:25 03 Feb 24
Jessi JamesJessi James
22:21 24 Oct 23
We trust Jace Southwick for all of our personal and business tax needs!! I highly recommend them.
Melanie SkankeyMelanie Skankey
20:54 17 Oct 23
We switched to this company after a terrible experience with a prior accountant. They are always willing to answer my questions, the portal they use to collect our tax documents is easy to use and they have a fair price for their services.
Bettina CameronBettina Cameron
03:41 05 Aug 23
Not only is DOW Accounting professional and knowledgeable, they support their local community and nonprofits. Eric, the owner, reached out to our Nonprofit, The Eagle Mountain Nature and Wildlife Alliance, and offered to do our year end taxes for free! When it came to tax time, his staff was quick to answer all questions and help us file our taxes.I think it’s little things like helping nonprofits and the individual attention that sets Dow Tax and Accounting apart from other accounting businesses.Once again, thank you Eric and Team for helping us! We sincerely appreciate you and everything you do for our community.
brett pendletonbrett pendleton
20:49 15 Jun 23
Eric and his team do a great job! He's always honest and I can trust what he says. We've been using Dow for 6 years now and I'll keep coming back. Thanks guy!
Jim VarnerJim Varner
15:23 23 May 23
This is thee best place ever!!! Nicole the office manager, is the customer service expert. She is the "Above and Beyond" person you need to make you feel safe during this time of year!! Thank you Nicole.
Colleen ArringtonColleen Arrington
13:41 19 May 23
Dow Taxes has helped us with our taxes since we moved to Saratoga Springs 5 years ago. They’re reliable, professional,and personable.
Diane BlackDiane Black
13:15 03 May 23
I highly recommend Dow Tax & Accounting. Eric helped us with our taxes when we relocated from out of state and we've been with him ever since. Very professional and responds quickly to questions. He also gave me very helpful advice when I was looking to set a new business. You can't go wrong with Eric and his team!
Kyle AndelinKyle Andelin
04:01 18 Apr 23
I used to use an online tax website, but one year I transferred and sold some stock, and the site thought I owed thousands more than I should. I went to Dow Tax and they quickly figured out how I could turn this around. I've used them ever since.Their turnaround is quick, prices are fair, the staff is great, and they're always willing to work with me on any questions or concerns I may have.
Denise SagersDenise Sagers
16:48 01 Apr 23
I know Eric works hard to give us the best tax outcome each year. We’ve trusted him for many years to do our personal and small business taxes. I appreciate his professionalism. His office staff, Nicole, is friendly and helpful as well. I won’t go anywhere else to have our taxes prepared.
Jeffrey TerryJeffrey Terry
19:26 15 Mar 23
We've had Eric Dow and team do our business and personal taxes for many years now. They do a great job and are very nice to work with. We've also really appreciated the strategy conversations we've had with them over the years - we're really happy with the tax savings we've been able to achieve through use of their suggestions. Highly recommended!
Teri StoweTeri Stowe
18:34 14 Mar 23
I've been with Dow Tax accounting firm for over decade, we've moved around to several states and I've always been impressed of Eric's knowledge and expertise with each state we lived in. The entire staff at Dow Tax & accounting are super responsive and quick to respond during the entire process of submitting and reviewing your taxes. Highly recommend their office!
Annie SimmonsAnnie Simmons
23:45 01 Mar 23
I love working with Eric and his staff! He has been doing our taxes for the past 8 years and hopefully for many years to come. We have complete confidence in his team doing our taxes. I always feel like they respect us and do everything they can to help us.
Lizbeth VivarLizbeth Vivar
23:51 22 Feb 23
Dow Tax and Accounting is amazing! They were able to figure out 3 years of taxes for me in less then a week! Nicole there was able to answer all of my questions and get back to me super quick! For sure doing my taxes here from now on!
Carolyn ReeseCarolyn Reese
03:46 14 Feb 23
We have had a wonderful experience with Dow Tax & Accounting. They have helped us for several years with the taxes for our trust. We have been so impressed with their thoroughness, efficiency, friendliness, and general integrity. Eric Dow is a knowledgeable, kind, and discreet professional that we know we can always count on. The staff is pleasant and responsive, and the secure customer portal makes everything so easy. They deserve our highest recommendation.
Russell WilsonRussell Wilson
21:32 28 Jan 23
I've enjoyed working with Dow Tax & Accounting for several years now personal and business tax consulting. They are knowledgeable, thorough, and prompt, and always keep me apprised of the latest tax code and strategies. You will not be disappointed!
Kimberly BraithwaiteKimberly Braithwaite
21:15 27 Jan 23
Brent has prepared my personal and small business taxes for years. The Dow Tax team does an awesome job and it’s such a relief to know my taxes are done right and I’m not missing a single chance to save money on my tax bill. I wouldn’t trust anyone else (myself included) to handle my personal and business taxes. You won’t find better than the people at Dow Tax.
Kristi HutchingsKristi Hutchings
00:12 21 Jan 23
Eric is a fantastic accountant and has handled my taxes for many years. He always responds in a timely manner to any of my questions. I highly recommend Eric Dow!
Devon GethersDevon Gethers
00:31 05 Nov 22
I have worked with Eric and team for 2 years now on my company's taxes. Eric is thorough, detailed and very quick. He is very knowledged in his line of work and has helped my business in many ways.
chuck bennettchuck bennett
18:48 03 Nov 22
I've used Dow for about 10 years. Each time I've had zero problems. When I have had a question, I was able to speak with someone in the office. I'll never change.
Katie GeeKatie Gee
16:39 03 Nov 22
We love giving all the tax stuff to Dow and not having to worry about doing our own taxes. Dow has saved us money and has contacted us about write-offs we hadn't thought of. They're smart and honest here. If you're trying to find a tax guy. This is where you'll want to go.
Corey LewisCorey Lewis
00:15 03 Nov 22
I've been using Dow Tax & Accounting for more than 7 years. Eric's knowledge, friendly demeanor, and willingness to take the time to answer questions, is simply exceptional. I’ve recommended multiple family members and friends and highly encourage you, if you’re in the market for an accountant, to consider Dow Tax & Accounting! Golden Oak Gypsy Ranch, LLC.
Luke AshworthLuke Ashworth
15:14 05 Oct 22
Great experience using Dow Tax & Accounting. Eric and Nicole go above and beyond to make sure taxes are filed correctly and smoothly.
landon jensenlandon jensen
23:17 12 Mar 22
Always makes sure I have everything I need and will explain the little details in a prompt manner. Been using them for years and have always been so satisfied and happy with my experiences. I feel they look out for my best interest and work hard to get it done quick.
Alex SaldivarAlex Saldivar
19:00 01 Mar 22
We have used Dow Tax services for over 6 yrs. Their online portal systems are very easy to use and follow. We have even moved to a different state for our last 3 yrs and are still using them. They have been so good in answering every one of our questions in a timely and very professional manner. We have been extremely happy with their services and hope to continue for many more yrs to come.
Laurie FerriniLaurie Ferrini
18:04 01 Mar 22
We have been going to Eric and his team for years. We have always been very pleased with their service. Eric is very thorough. Eric and his team are fast to respond. Uploading documents is so quick and easy. Eric always takes the time to answer our questions. Thanks for making getting our taxes done so easy!
Bryce RobbinsBryce Robbins
13:51 25 Feb 22
We were recommended to use Dow Tax by other satisfied clients on Facebook and Eric & his team did not disappoint. They were fast and efficient at helping us through our taxes.
Shirley HardyShirley Hardy
20:56 12 Feb 22
Very efficient and super fast. Been having this company do my taxes for 8 years now. Works with me to meet my special needs as well
Sydney reidSydney reid
02:19 12 Feb 22
We are SO happy we found Eric Dow and his team!! We have a small business and have been through some terrible accountants in the last 4 years! Dow Tax is incredible!! Very quick to respond, extremely kind, answered all our questions, very knowledgeable, very efficient and able to file our taxes much quicker than anyone has in the past, we could go on and on! They’re AMAZING and we are so happy we found them!
Tim BiehlTim Biehl
14:16 11 Feb 22
I am so pleased with my experience with Dow Tax! They are super fast and easy to work with. We recently moved out of state but still were able to have them do our taxes which saved a lot of headache. They kept us updated every step of the way and give a detailed analysis of our tax situation. I definitely recommend Dow Tax and will continue to come back every year.
Kim PerryKim Perry
16:55 28 Jan 22
Eric has been doing our business taxes for years. He is always quick, efficient, and professional. Highly recommend.
Aaron AndersonAaron Anderson
20:35 10 Jan 22
Eric and his staff are great. Very professional and prompt. I'm very impressed with their quick responsiveness. I'm so grateful for the tax advice that they have given me. I'll definitely be recommending them to my family and friends.
Conner MortensenConner Mortensen
20:05 27 May 21
I would give this company a full 10 stars if I could. Not only were they very fast and responsive with getting everything that they needed for me, they were also very patient when I had neglected to get the documents that I needed to. They were very professional. The hour that I spent with Eric was by far one of the most productive I’ve had in the past year. My wife and I came in expecting to pay a significant amount in taxes due to some financial moves that we made in the previous year but through his expertise and experience he took the time to understand the laws behind our situation and was actually able to give us a lot of hope. Instead of paying a significant amount of money we actually made quite a bit. It was literally worth every penny and we will be back year after year after year. He’s earned our business. You should trust him with yours!
Colby WebbColby Webb
16:15 22 Mar 21
Eric made the process so simple. He saved me thousands of dollars and took the stress out of taxes for me!
Anthony WildingAnthony Wilding
16:05 17 Mar 21
We use Dow for our personal and business needs. I love that they stay up on training and knowledge of the current laws and know the best way to serve. Every person in the office (total of only 4 so they are get to know you!) is happy and helpful. I love how they work things out in the best way possible. I love that they are a small business with big support for my businesses, my family, and me. I highly recommend Dow in tax season and year round service.
There was one year the IRS sent me a big bill and said we didn't report some income and in a panic I almost paid it but called Eric first. He wrote a letter to explain to them where it was reported and they said nevermind. Had I not called Eric, I would have been out 5k.Another time in the years of 1st time home buyer credit repayment, it was a new deal and we sold our house before we'd fully repaid the credit but the IRS was confused and they couldn't figure out which way was up. After Eric wrote a reply to their letter explaining to them why we didn't agree that we owed more, they decided to incorrectly send us our money back. They pridefully wouldn't accept a return of the funds that belonged to them. 😆 I think they didn't want to admit they were wrong again. And we got a nice trip to Disneyland.Year after year, Eric has been there making sure we don't over pay and can back up his accounting. Well worth the piece of mind.
Daniel SchneyderDaniel Schneyder
18:56 13 Mar 21
Eric has done our taxes for the last several years. Eric has provided us with great advice and has always been very quick to process our taxes and made sure that everything was squared away for the next year. I would not hesitate to recommend Eric to anyone that I know.
Lorraine PerkinsLorraine Perkins
15:26 13 Mar 21
I'm so pleased to have found your company! I have been your client for over 3 years. Your entire staff including Mr. Dow, have provide excellent service with professionalism, expertise and made the entire process comfortable and a pleasant experience. Because of your services and with all the new laws issued by the IRS its no longer a nightmare for me to do mine own!Respectfully, Lorraine Perkins
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clock   HOURS
   Tax Season (January 15 – April 15)
   Monday-Friday
   9:00 am – 5:00 pm

                  Off Season (April 16 – January 14)
                  Monday-Thursday
                  10:00 am – 4:00 pm