Linked Accounting Alliance

Shared resources. More for you.

Linked Accounting is a member of Linked Accounting Alliance, a group of CPA firms in markets across the country that share certain resources with one another. For our clients, that means more value, and more that we can do for you, than ever before.

See what's available Visit the Alliance

Advanced tax planning
Cost segregation
R&D credits
IRS resolution
Transaction advisory
CFO search
Business valuation
Wealth management

Why it matters

Great local firms shouldn't have to go it alone.

For decades, CPA firms have worked in silos. Each one hiring its own specialists, building its own technology, and solving the same problems on its own. The result is that most local firms can only offer what they can staff in-house.

By pooling certain resources with CPA firms in other markets, we have changed that equation. Specialists, technology, and expertise that no single firm could justify on its own are now shared across the Alliance, and available to the businesses and families we serve from our offices in Utah, Montana, Hawaii and California.

The Alliance is owned by its member firms, not by investors.

What sharing makes possible

More value. More we can do for you.

Specialists when you need themCost segregation, R&D credit, transaction, and IRS resolution specialists, brought in when your situation calls for them.

Better planning technologyA planning platform that screens 75+ advanced tax strategies against your situation, built and refined across the Alliance.

Expertise from other marketsColleagues in other markets who have already solved the problem you are facing, and who share what they have learned.

Services we couldn't offer beforeCFO search, business valuation, transaction advisory, and specialty studies are now part of what we can do for you.

Now available to our clients

A bench of specialists, alongside our own team.

Each of these is available to Linked Accounting clients through the resources we share across the Alliance.

Cost segregationEngineering-based studies that accelerate depreciation on property you own.

R&D tax creditsIdentifying and documenting the work in your business that qualifies for federal and state credits.

IRS resolutionA former IRS agent who handles notices, examinations, appeals, and collections directly.

CFO search & recruitingFinance candidates vetted for technical skill, so you can choose on leadership and fit.

Business valuationCredentialed valuation work for succession planning, buy-sell agreements, gifting, and transactions.

Transaction advisorySupport when you buy, sell, or recapitalize a business: quality of earnings, deal structure, and the tax side of the transaction.

Availability varies by service and situation. We will tell you plainly which of these apply to you, and there is never an expectation that any of them will.

Schedule a consultation Learn more about the Alliance

Shared resources. More for you.

Great local firms shouldn't have to go it alone.

More value. More we can do for you.

A bench of specialists, alongside our own team.

Let's talk about your tax plan.