Why Expert Tax CPA?

15+ Years of Experience

Our name is Expert Tax CPA for a reason. With years of experience in personal and business accounting, our team is comprised of seasoned industry leaders.

Passionate About the Industry

No two clients are the same, which is why we're always hungry, learning and staying on-top of evolving financial landscapes.

Certified

Do you feel comfortable with the current state of your finances? We have a certified team with proven results of minimizing your tax liability and saving your business money.

Responsive

Our mission is to help you toward your goals, every step of the way. We build strong relationships with our clients and prioritize their every need.

Reliable Tax Advisory Services

Expert Tax CPA provides timely, professional and confidential tax, bookkeeping and advisory Services tailored to each client’s specific needs.

We proudly serve all 50 states out of our home-base office in Utah. Reach out today for a free consultation!

Meet The Founder

Charlotte Petersen, MBA, CPA - Founder

Charlotte G. Petersen, MBA, CPA founded Expert Tax CPA in December 2021 with 17 years of experience in tax and accounting, realizing the industry needed another CPA firm to give small-business owners and individuals better service and expertise, while creating an excellent work environment for staff. After an amazing childhood growing up in Wyoming, she graduated from BYU-Idaho in 2004 with a Bachelor’s in accounting and a minor in information systems. She worked a few years in the accounting industry and then received an MBA from the University of Phoenix, took additional advanced accounting classes from the University of Utah and passed the CPA tests in 2011 on her first attempt.

Charlotte’s niche is in the real estate industry but also has experience in and has worked with clients in the fields of construction, investment partnerships, medical, and e-commerce, including multi-state nexus issues in each field. When Charlotte isn’t nit-picking every detail to help clients save the most taxes, she is busy managing her family’s real estate rental business and spending time with her husband and two kids. She also loves to get outdoors, exercise, travel and cook.

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Clients Served

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What Our Clients Think

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What We Offer

FAQs

Below is a list of some of the most frequently asked questions we receive. Don’t see the answer you might be looking for? No problem, contact us today!

How do I switch my bookkeeping to Expert Tax CPA?

As all things go, you’ll first need to have a call with us to discuss your bookkeeping needs. Click on the “make an appointment” link and we’ll get started. If you’re a good fit for us, we’ll need access to your current bookkeeping platform, if applicable, read-only access to your bank accounts to set up auto downloads of transactions and your willingness to be responsive when questions arise.

What is included with your two-year tax review?

We’ll review your past two years of tax returns for proper tax structure, missed tax deductions, missed tax credits, and other tax savings strategies you can be using to reduce taxes. If there is a way to put money back in your pocket even after the returns have been filed, we can amend your returns at an affordable price.

Why should we switch our bookkeeping services to Expert Tax CPA?

Having your books completed by a professional will give you peace of mind. Our bookkeeping professionals are trained and overseen by a tax professional with over 15 years in the industry. We also encourage learning and staying on top of industry best practices.
And if we’re completing your tax returns, you’ll want your books completed by us too. That will allow us to see the full picture of your business. If in the unlikely event of an audit, an auditor will want to see that your recording keeping and tax returns tie. We’ll make sure your books tie to your tax return.

Should we have Expert Tax CPA complete our bookkeeping and tax returns?

You want books completed by someone who also works on your return so they can see the full picture of your business. If in the unlikely event of an audit, an auditor will want to see that your recording keeping and tax returns tie. We’ll make sure your books tie to your tax return.

The IRS has not sent my prior year refund yet. What should I do?

Go to IRS.gov/refunds. There you can check the status of your refund. If the information on the IRS website is not helpful or vague, which it often can be, make an appointment with us. We can create a power of attorney for you and discuss your situation with the IRS. The IRS can often make errors on their end and needs a phone call to clear the account before they will refund your money.

I owe back taxes to the IRS, how do I find out how much I owe?

The IRS now allows you to set up an online account to view your individual account information, including liability balances by year. Google “Setup an online IRS account” and follow the steps. Your account will also allow you to view prior payments, make new payments, create a payment plan, access tax records, and view tax pro authorizations.

Do you work with clients outside of Utah?

Yes! We have clients spread across the U.S.

How do I lower my tax liability?

There are many ways to do this. At Expert Tax CPA, we recommend starting with a Tax Plan. A tax plan will provide you with a GAP analysis and determine where you are at with your tax savings structure and what you need to do for maximum tax savings. Once your tax plan is in place, accurate bookkeeping will make sure all of your income and expenses are tracked properly. Finally, having a professional prepare your tax returns. During tax preparation, there are still ways we can analyze your tax strategy for tax savings.

What kind of tax planning do you do?

We do business and personal tax planning for every stage of your life. Every stage of life has different tax planning techniques that can be used. We discuss where you’re at and how we can save you taxes now and how to plan for the future.

I’m retired. Are there tax planning strategies for me?

Yes! Focus on timing your retirement distributions, bunching itemized deductions such as charitable contributions and medical expenses in the same year, realizing capital gains in low-income years, and donating highly appreciated stock to charity instead of cash.

What should I do with my tax refund?

The answer to this is really personal preference but from the standpoint of a conservative accountant, you should use it in a way that will bring you the biggest bang for your buck. What that “bang” is is determined by you. If you have debt, paying down high-interest credit cards may be good. If you need a vacation to reset your mentality and motivation, take a trip to focus and reset. If your car is on its last leg, put a down on a new car. If your business needs a new asset, buy the new asset. If your retirement is coming up, make a bigger contribution to your retirement account.

Should I buy or lease a vehicle?

We get this question a lot. Don’t let the tax tail wag the dog. The answer to this question comes down to your personal preference and the needs of your company. There are pros and cons to each option. If you like a new vehicle every two or three years, leasing may be more advantageous. If you like to hold your vehicles longer, buying may be more advantageous. If you’re looking to decrease your income at year-end and make investment in your business, buying a vehicle over 6,000 pounds or a specialty vehicle to take accelerated depreciation on it the first year using bonus depreciation or section 179 may be most advantageous. It really depends on you. Schedule a call and let’s discuss.

We look forward to working with you!

Get A Free 2-Year Tax Review

We review two years back to find errors and missed tax savings.