Cook Martin Poulson

Cache Valley and the Wasatch Front are where this certified public accounting firm focuses its work, with a practice serving owners across Logan, Salt Lake City and nearby communities. It reports more than four decades in practice and describes its aim as helping owners keep what they earn and build their financial wealth.

Audits and reviews for business clients

Financial audits and reviews are the first service on its list. These are the engagements in which a client's financial statements are examined or reviewed by an outside accountant, and the firm offers them to the business owners it serves.

Tax work through the year

The firm prepares business and personal tax returns and offers year-end tax planning so a client can prepare ahead rather than react once the year closes. It also lists R&D tax credit services for companies with qualifying development spending. The firm says its clients include internet-based businesses.

Retirement plans and benefit audits

Retirement plan services and third-party administration are a distinct line. The firm also audits benefit plans under ERISA and handles 401(k) audits, which suits employers who sponsor plans for their staff and have to satisfy the audit requirements attached to them.

Estate and succession planning

Estate and succession planning is offered for owners thinking about how a business and personal wealth pass on. The firm names it among its main services.

Real estate and construction

Real estate and construction is listed as an industry specialty, so owners in those trades can work with accountants familiar with how their businesses operate.

A community firm

The firm calls itself more than a local CPA practice. It says it wants clients to become part of its family and reports a number of hours of community service each year, which it counts among the ways it tries to make a difference in people's lives. It notes that its professionals have many years of combined experience and that three CPAs lead the practice.

Cook Martin Poulson (CMP) is a CPA firm that serves business owners in and around Logan and Salt Lake City. The firm says it has been in business for more than 40 years, and its work covers audits, tax, estate planning and retirement plans.

Products and services

• Financial audits and reviews: audit and review work for business clients.
• Tax services: business and personal tax preparation, year-end tax planning and R&D tax credit services.
• Estate and succession planning: estate planning services for clients, as listed on the firm's services page.
• Retirement plan services: retirement plan work as a third-party administrator (TPA), plus ERISA and 401(k) audits.
• Real estate and construction: services for clients in those two sectors.

Who it works with

The firm's clients are business owners, including internet based businesses. Client reviews on the site mention tax planning, year-end preparation and quick answers to questions.

Key facts

• Experience: more than 40 years in business.
• Service area: Cache Valley, the Wasatch Front, Logan and Salt Lake City.