Our Offerings
Personal and Business Tax
- Tax Preparation (Individual, Corporate, Non-profit and Partnership)
- Tax Planning
- QuickBooks Consulting and Bookkeeping Services
- Business Consulting: Entity Selection and Accounting and Financial Systems
Investment Services
- Cottonwood Balanced Strategy
- Supervise and manage stock, mutual fund and fixed income portfolios
- Monthly or quarterly meetings to review performance and investment allocation
- Detailed financial planning and/or hourly consultation
Accounting and Bookkeeping Services
Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.
Cottonwood Asset Management
4505 S. Wasatch Blvd. #300, Salt Lake City, Utah 84124
801-520-1353
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