Based in St. George, UT, Next Step Tax & Accounting is a CPA firm dedicated to helping entrepreneurs become better business owners through timely reporting, proactive advice, and intelligent analysis. We specialize in helping "accidental entrepreneurs" save money and hassle with tax and accounting services. While most accountants focus on last year, we are concerned with helping you and your business answer the question: What's your next step?
Shouldn't dealing with taxes be easier?
Knowing how to handle your taxes and getting them filed seems to be stressful enough without the worry that you missed a deduction or a credit, or even worse, that you might get audited. We strive to make taxes simpler for those we serve. We think that filing a tax return should be the result of a year's worth of good planning, not something you put together in a rush before a deadline.
Give us a chance to show you the easier way to handle your taxes.
Do you know where your business stands?
No entrepreneur gets into business just to spend all their time keeping track of receipts and recording transactions. But without the key numbers from a robust accounting system, you are essentially running your business blind. We believe that entrepreneurs should spend less time working on their accounting and get back to doing what they do best.
Let us show you how we make accounting easy on entrepreneurs.
How clear is your strategy?
A good accountant's value goes far beyond putting together your accounting records. We understand your numbers and can help you see opportunities and warning signs in your financial data. We coach clients on issues from entity maintenance to staff compensation. Our consulting services give you confidence in knowing your accounting and taxes are taken care of while receiving proactive advice about your business.
Let us show how we can provide you with the powerful insight you need.
Who we serve...
Small Business Owners
Entrepreneurs have to be focused on 100 things at the same time. We strive to give you only the most relevant information and allow you to focus on your business.
The compliance regulations placed on independent professionals can surprise you and cause you serious trouble if you aren't careful. We will guide you through your compliance responsibilities and make sure no opportunities are missed.
We offer traditional tax preparation services for individuals who want to make sure things are done right the first time. We specialize in projecting and planning your tax situation for the future.
Why we are different...
Next Step Tax & Accounting was founded from an intense desire to help people make better decisions with their businesses. We frequently see people who have been overpaying taxes for years due to either a lack of help or bad advice. We see businesses exposed to liability because of misinformation. We see individuals with businesses or rental properties try to use do-it-yourself software to get their return done only to find (sometimes too late) that they had been making serious (and expensive!) errors. And we see entrepreneurs ignore their numbers because they don't trust or understand them. We believe that a robust accounting system is at the heart of a good management strategy. We'd like to show you how improved reliability on your financials can give you confidence to make better decisions and achieve better results.
Doug is passionate about helping people. His professional background gives him a breadth of knowledge and skills that he uses to help his clients navigate the tax and business world. Doug has an expert proficiency for management and workflow analysis, finding specific ways to help businesses be more efficient. He is a Certified Public Accountant (CPA) licensed in the state of Utah and a member of the American Institute of CPAs and the Utah Association of CPAs. He currently serves as Chief Financial Officer of the Olive Osmond Hearing Fund, and has previously served as Chairman of the St. George Area Chamber of Commerce, and in leadership roles in several other community organizations. Doug received a Master of Accountancy degree (with High Distinction) and a Bachelors of Accounting degree (Summa Cum Laude) from Southern Utah University after receiving his Associates degree from Dixie College (now Utah Tech University).
Marissa has built a career serving the construction and elder-care communities.
She is a Certified Public Accountant (CPA) licensed in the state of Utah and a member of the American Institute of CPAs and the Utah Association of CPAs. Marissa received a Master of Business Administration degree from Hardin-Simmons University and a Bachelors of Accounting degree from Southern Utah University.