MyCPA Accounting and Advisory Services

What MyCPA Accounting and Advisory Services does

MyCPA Accounting and Advisory Services LLC is a private, single-location accounting and advisory firm founded in 1995 and headquartered in Provo, Utah. The firm provides tax preparation and planning, bookkeeping, financial reporting (compilations and reviews), business consulting (entity selection, succession planning, estate planning, fraud prevention, cash flow management), payroll services, and back-office accounting support. Its primary customer segments are individual taxpayers and business owners/entrepreneurs in the Utah Valley region, with a secondary segment serving trusts and estates. The firm employs between 11 and 50 people and operates from a single office at 5252 Edgewood Drive, Suite 100, Provo, UT.

The firm operates on a traditional professional services model with no proprietary technology platform. It leverages third-party tools including the Liscio client portal for secure document exchange and communication, and cpacharge.com for online payment processing. Service delivery is sales-led, relying on direct engagement, professional referrals, and community involvement to acquire clients. Key professional Angie Morris (CPA, MAcc from Brigham Young University) holds leadership positions in the Utah Association of CPAs, Utah Valley Chamber of Commerce, Women's Business Network, and Utah Valley Estate Planning Council, which functions as a quasi-distribution channel. Pricing is quote-based and tailored to individual client requirements with no publicly disclosed fee schedules.

The firm makes money exclusively through professional service fees for tax, advisory, bookkeeping, payroll, and back-office engagements. There are no disclosed funding rounds, parent companies, subsidiaries, patents, trademarks, or formal partnerships beyond a relationship with unnamed preferred payroll providers. The ownership structure appears to be founder/management-owned, with no external investor ownership identified. The firm's geographic scope is limited to Utah, with no evidence of remote or multi-state service delivery.

Name

MyCPA Accounting and Advisory Services

Legal name

MyCPA Accounting and Advisory Services LLC

Website

https://mycpa.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

MyCPA Accounting and Advisory Services is a Provo, Utah-based CPA firm providing tax preparation, bookkeeping, financial reporting, business consulting, payroll, and back-office accounting services to individual taxpayers, business owners, and trusts/estates in the Utah Valley region.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Payroll Services (541214)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Employer Payroll Processing (SMB & Enterprise) (FSAMAKAA)

Keywords

• Tax preparation services
• Bookkeeping services
• Business advisory consulting
• Payroll processing services
• Financial reporting services

Headquarters

HQ city

Provo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting and Advisory Services: Fee-based professional services including tax preparation, bookkeeping, financial reporting, and business consulting. Revenue is generated through service fees for individual and business clients, with no specific pricing publicly disclosed as services are tailored to client needs.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

MyCPA Accounting and Advisory Services is a regional CPA firm providing tax preparation and planning, bookkeeping, financial reporting, compilations and reviews, and business consulting (including entity selection, succession planning, estate planning, fraud prevention, and cash flow management). The firm also coordinates payroll processing through preferred payroll providers and offers back-office bookkeeping support (account reconciliations, monthly financial preparation, bill and deposit recording) for individuals, businesses, trusts, and estates in the Utah County, UT area.

Product overview

MyCPA Accounting and Advisory Services offers a unified suite of traditional accounting and advisory services. The core offerings include Tax Services (preparation, planning, and IRS representation), Compilations and Reviews (financial statement services), Consulting Services (business entity selection, succession planning, estate planning, fraud prevention, and advisory), Payroll Services (paperless payroll processing), and BOS Back Office Support (accounting and bookkeeping). These services are designed to work together holistically, with the firm emphasizing teamwork between their expertise and client strengths to help achieve financial goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation and planning services for individuals, trusts and estates, corporations, S corporations, LLCs, and partnerships, including handling tax notices, audits, and representation before the IRS and state tax authorities.
• Compilations and Reviews Financial reporting services including reviewed financial statements with limited assurance and compiled financial statements prepared from management-provided information, serving stockholders, creditors, and investors.
• Consulting Services Advisory services including business entity selection, business succession planning, estate planning, fraud prevention and detection, general business advisory, and cash flow management.
• Payroll Services Payroll processing coordinated through preferred third-party payroll providers to deliver paperless, efficient payroll processing with proper recording of payroll information into the client's accounting records.
• BOS Back Office Support Outsourced accounting and bookkeeping support including reliable and organized accounting data, account reconciliations, monthly financial preparation, and day-to-day accounting tasks such as entering daily bills, recording deposits, and reconciling bank statements.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Preferred Payroll ProviderssupportOthersThe firm works with preferred payroll providers to ensure paperless, efficient payroll processing. Both the firm and clients have access to payroll information, allowing it to be correctly recorded in accounting records. Specific provider names are not disclosed on the website.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• Pilot.com: Pilot is a bookkeeping, accounting, and CFO services provider focused on startups and small businesses using a tech-enabled delivery model. It represents the emerging SaaS-based threat to traditional CPA bookkeeping practices like MyCPA's BOS service line.
• Bench.co: Bench is a tech-enabled bookkeeping service that combines software with dedicated bookkeepers for small businesses. It directly competes with MyCPA's bookkeeping and back-office support offering with a more scalable, lower-cost model.
• Botkeeper: Botkeeper provides automated bookkeeping using AI and machine learning, supported by human accountants, targeting small businesses and accounting firms. It represents the automation trend threatening traditional bookkeeping revenue at firms like MyCPA.

Broad incumbents

• BDO USA: BDO USA is a major global accounting and advisory network with strong mid-market focus, providing tax, audit, and consulting services. It competes with MyCPA for the upper end of the small business and mid-market segment in Utah and across the U.S.
• Eide Bailly LLP: Eide Bailly is a top-25 U.S. accounting and advisory firm with strong regional presence across the Mountain West, including Utah. It offers tax, audit, payroll, and business advisory services overlapping directly with MyCPA's full service portfolio, but at significantly greater scale.
• H&R Block: H&R Block is a large national consumer tax preparation and financial services brand serving individuals and small businesses. It competes with MyCPA for individual tax clients and small business tax preparation, but operates at mass-market scale with a different delivery model.
• Andersen Tax: Andersen Global is an international tax and advisory firm with U.S. presence focused on individuals and businesses needing sophisticated tax planning. It competes with MyCPA for business succession, estate planning, and complex individual tax clients.

Direct peers

• Tanner LLC: Tanner is a Utah-based regional CPA and advisory firm offering tax, audit, consulting, and wealth management to individuals and businesses in the Intermountain region. It is a direct peer given its comparable size, location, and full-service accounting focus.
• Waddell, Sorenson, Reiser & Park, CPA's (WSRP): WSRP is a small Utah-based CPA firm serving individuals and businesses with tax, accounting, and advisory services. Highly comparable to MyCPA in scale, geography, and full-service offering to local clients.

Regional players

• Squire & Company, PC: Squire & Company is a regional CPA firm headquartered in Utah with offices across the Mountain West, providing tax, audit, and advisory services. Comparable to MyCPA in regional focus and service mix, though serving multiple states in the region.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/MyCPAaccounting
• LinkedInlinkedin.com/company/mycpa-accounting-advisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MyCPA Accounting and Advisory Services