Russell specializes in the Financial Planning, Wealth Management, & Tax Planning side of our business. His background in Banking and Finance, Tax Planning and Preparation, has given him the experience to provide our clients with a variety of options and strategies to meet their financial goals. His services include retirement planning, tax planning, executive benefits, estate analysis and personal financial strategies. Working with individual and business clients, Russell develops and implements planning strategies catered to their goals, financial objectives, and tax planning objectives. In the turbulent times we are experiencing today, it is important to work with someone you can trust and who you know will be diligent in helping protecting your financial well-being on a long term basis. Russell is known all around Utah as that kind of person. In addition to his financial and tax planning background, Russell is also an "Enrolled Agent", a designation which allows him to represent tax clients before the IRS in audits, appeals processes, and other tax matters. He has experience in preparing personal, small business, LLC, partnership, and corporate tax returns. He is also skilled in Quick books® and has helped many businesses with their quarterly payroll and tax reports. If you are looking for a personable, competent, and experienced advisor, who is phenomenal at financial and tax planning as well, give Russell a call 801-268-2245. Get to know Salt Lake City's best at tax planning.
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