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Business Page


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Equitable Accounting & Tax Services

Tax & Financial Services

Markets served


Alabama
Alaska
Arizona
Arkansas
California
Colorado
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Mexico
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
South Carolina
South Dakota
Tennessee
Texas
Utah
Washington
Wisconsin
Wyoming

Licenses, Designations or Certificates


CPA UT 1043462-2601

More ways to connect


About us


High net worth real estate investors and small businesses have unique needs and challenges. Our team understands and is dedicated to providing personalized solutions to help you achieve your short-term and long-term goals. With 45 years of combined experience, we work with companies of all sizes and many industries. Our expertise shines when working in the complex world of real estate. Trust us to provide top-notch services in taxes, long-term planning, financial reporting, and accounting, so you can focus on what really matters to your business. 

Specialties


Tax & Accounting

Tax Planning & Strategy
Accounting
Bookkeeping
Tax Prep & Filing
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
1031 Exchange
721 Exchange
Business Taxes

Reviews (0)


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Our Team


Lee K Roberts
Tax & Financial Services