CPA & Advisory Services

Your Finances, Expertly

We serve businesses and individuals across Utah and beyond with expert tax planning, advisory, and compliance services — backed by the strength of the Linked Accounting Alliance.

20+ Years of Experience
500+ Clients Served
Alliance Member Firm
What We Do

Our Services

Comprehensive accounting, tax, and advisory services for businesses and individuals.

Tax Services

Comprehensive federal, state, and local tax planning and compliance for individuals, businesses, trusts, and estates.

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Audit & Assurance

Independent audit, review, and compilation services that give stakeholders confidence in your financial statements.

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Accounting & Bookkeeping

Monthly and quarterly bookkeeping, financial reporting, and controller services that keep your numbers clean and your decisions informed.

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Advisory Services

Strategic business consulting, financial modeling, M&A advisory, and outsourced CFO services to support growth at every stage.

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Wealth Management

Integrated wealth planning, investment management, and retirement strategy through our affiliate Linked Wealth Advisors.

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Payroll Services

Full-service payroll processing, tax filing, and compliance for businesses from five to five hundred employees.

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About the Firm

Who We Are

Linked Accounting LLP is a Certified Public Accounting firm serving businesses, entrepreneurs, and individuals across Utah, Montana, Hawaii, and California. We combine the expertise of a regional firm with the network and resources of the Linked Accounting Alliance.

Our team of experienced CPAs, advisors, and specialists is built around one principle: your financial success is our professional mission. Whether you need tax planning, audit assurance, bookkeeping, or strategic business advice, we bring the full depth of our firm to every engagement.

Member of the Linked Accounting Alliance

As an Alliance member firm, our clients benefit from shared expertise, peer review, and cross-firm resources that extend well beyond what a standalone firm can offer.

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Linked Accounting LLP office
Our Team

The People Behind the Numbers

Trey Baggett

Partner, Data & Innovation

Martin Pierce

Managing Partner

Sarah Chen

Partner, Tax Services

David Okafor

Senior Manager, Audit & Assurance

Jennifer Walsh

Manager, Tax Services

Industries We Serve

Built for Your Sector

Deep expertise across the industries that define Utah's business landscape.

Construction & Real Estate

Tax strategy, job costing, and financial reporting for contractors, developers, and property investors.

Healthcare & Medical

Specialized accounting for medical practices, dental offices, and healthcare organizations navigating complex billing and compliance environments.

Manufacturing & Distribution

Inventory accounting, cost analysis, and tax incentives for manufacturers and distributors in Utah and beyond.

Professional Services

Business structure, owner compensation, and succession planning for law firms, consulting practices, and other service-based businesses.

Non-Profit Organizations

Audit, compliance, and financial management for 501(c)(3) organizations and foundations, including Form 990 preparation.

Technology & Startups

R&D tax credits, equity compensation, and financial strategy for venture-backed and bootstrapped technology companies.

Get in Touch

We're Here to Help

Whether you're looking to grow your business, navigate a tax challenge, or plan for the future — our team is ready to listen.