Solutions for every business & personal need.

Business Accounting & Taxes

  • Reconcile your bank accounts
  • Clean up your general ledger
  • Prepare monthly, quarterly or annual financial statements
  • Help you with or prepare your payroll and file all payroll tax reports
  • Set up your business in QuickBooks and train your personnel in its use

Individual Tax Services

  • Assist you with financing a new home or refinancing an existing home
  • Personal tax assessment
  • Federal & State tax preparation
  • Offer consulting services at any time to help you achieve your financial goals

Tax Management

  • Represent you with the IRS or state taxing authority
  • Assist you with estate planning and estate/trust tax preparation
  • Assist you with entity selection and formation of that entity
  • Prepare your corporate, partnership or LLC business tax return

Need a personalized solution?

Our goal is to remove the burden of accounting and tax work from you so that you can have more time to do what you do best, running your business.

About Us

Empowering you to make sound financial decisions.

When you bring your tax and accounting work to us you will have the owner, who has a Bachelors Degree in Accounting, a Masters Degree in Taxation and thirty years of accounting and tax experience, doing your work.

Get a personal consultation.

Office

Sundberg Financial

2018 Vlg Pt Wy, Sandy, UT 84093

Contact

info@sundbergfinancial.com
jan@sundbergfinancial.com

Open Hours

Monday – Saturday: 8am – 6pm
Sunday: 11am — 4pm