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Even though tax time already came and went this year, taxes remain on the minds of many people, particularly small business owners. Preparing taxes can be a daunting and complicated task, but with the right assistance, it doesn't have to be.
Dave Roberts and Curtis Trader are happy to provide such assistance through their accounting firm, Trader Roberts and Associates. It's a CPA firm that offers a wide variety of tax, accounting and consulting services for companies across the Intermountain West. The Bountiful firm provides strategic and transactional tax and business planning and works with many other professionals including attorneys, wealth management advisors and insurance agents to develop and implement strategic plans for clients.
Both partners have extensive experience in the accounting field. Dave started his career 27 years ago and was a manager in a large, international firm before striking out on his own seven years later. Curtis started in 1994 and became a senior manager, also for a large, international firm, before starting his own practice. It was only a year ago that Curtis and Dave partnered to form Trader Roberts and Associates.
The company specializes in closely-held businesses that require coordination with the business owners' personal returns. It also has substantial knowledge of working with estates and trusts, which sets it apart from other firms. Dave and Curtis feel the talent of their employees and high client retention rate are distinguishing characteristics.
Major changes that have come to the firm in the year since Curtis and Dave became partners have mostly come in the utilization of technology. For example Trader Roberts can provide virtual controller services to clients. This allows for real time information, which in turn provides current financial and strategic planning opportunities. With the recent changes in tax laws, Dave and Curtis encourage people to contact their tax professional to find out how the laws will affect them or their business.
For Zions Bank, I'm Rob Brough. I'm speaking on business.
