Taxes Made Simple

 Bookkeeping Services, Tax, R&D Credits, and CFO

Your Complete Finance Department

Whether you need support for strategic decision-making or a hands-off compliance solution, we customize our services to fit your needs.

Bookkeeping

Experience true peace of mind, knowing our meticulously verified financial statements allow you to focus fully on growing your business.

Organize Your Financials

Tax Prep & Strategy

Leave tax preparation to us. From federal and state income taxes to 1099s and everything in-between, our experts have you covered.

Get Expert Tax Prep an Filing

CFO

Looking for guidance with budgeting, KPI tracking, board presentations, or fundraising? Our CFOs provide expert advice and get you ready for every next step.

Get Expert Guidance

R&D Tax Credit

Save each year with our comprehensive R&D tax claim services handled entirely for you.


Claim Your Credits

Our Process

At LEAF, we’ve simplified our onboarding process to ensure a seamless transition to expert financial management. Here’s how we’ll start working together to elevate your business finances.

Our journey begins with a detailed conversation to explore your specific needs and aspirations. We’re dedicated to understanding your challenges and ensuring our expertise aligns perfectly with your objectives.

To accurately define the scope of work, we require access to your financial information. This essential step enables us to conduct a comprehensive review and customize our services to meet your specific needs. You can either grant us access to your accounting software or provide your financial statements. Rest assured, we prioritize the care and confidentiality of all your data.

Our team of financial experts will carefully analyze your data to uncover valuable insights and develop a customized solution that meets your specific business needs and paves the way for growth.

 

Once we’re in agreement, we’ll launch our partnership and begin our work together. We’ll enhance your financial processes, develop a strategic roadmap, and provide you with the tools needed to make informed financial decisions.

A Game-Changer
For Companies

Your company is a force for change that’s built to help people. LEAF CPA is built to help you by putting the money you spend where it belongs: back into your company. Tax law is complex though, and you may not be aware of recent changes that can benefit your company. Make the most of your innovation with our help.

One-Stop-Shop
for CPAs

Let’s not kid ourselves—studying for Tax Credits can be exhausting. It takes time to research the Internal Revenue Code, state requirements, and everything else involved in the process.

Working with a Tax Credit Specialist changes the game and allows us to work as ONE TEAM. You don’t have to worry about competition or stolen clients, because we’re on your side from start to finish. Join a partnership that saves you time and your clients’ money!

Stop Missing Valuable Tax Credits

Our tools can help you easily find out if you qualify for tax credits. Try the Tax Credit Estimating Tool or the Tax Credit Payroll Estimating Tool.

What Our Customers Say

Our passion for helping small businesses comes from our team’s extensive work in the tax industry. Our unique skillset for research and development tax law inspired us to create LEAF—so we can help companies like yours continue to change the world. But don’t just take our word for it, here’s what some of our customers say:

Trusted By The Industry’s Best

Proud member of the American Institute of Certified Public Accountants & the Utah Associations of CPAs.