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Green Tree Accounting & Tax

Green Tree Accounting & Tax

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the excellent accounting and tax services, personalized attention, and reliable support. Many highlight the team's professionalism, accessibility, and ability to resolve complex financial issues. One negative review criticizes poor customer service and false payroll submissions, but the majority emphasize trustworthiness, stress reduction, and great value for small businesses. Long-term clients appreciate the consistent quality and friendly service.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

520 N Marketplace Dr #200

Centerville, Utah 84014

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Our company has used Green Tree for over two years for bookkeeping and tax needs. We have been very pleased with the level of service and attention our company has received. We meet monthly with our bookkeeper, and the owner does a regular review with us about our P&L statements and balance sheets. The owner is very accessible to address any complex questions we have about our financial records. As a small business, I find their services to be a great value and benefit as our company grows.

Green Tree Accounting &Tax is the best company I have been working with . Karen and Alicia are so wonderful to work with . I have very busy schedules, their help for my companies? book keeping and accounting is like a God sent gift to me . It has reduced so much stress in my life... I am a real estate investor as well , so having them on my side is a huge plus to me too when I am buying or selling my real estate properties . I owe them a big ? Thank You ? .

Karen and her team at Green Tree are the best. They are a perfect fit for our business. We get personalized service at the best value. They customized their service to match our needs and have always treated us honestly and fairly. I know they are always concerned for and watching out for our best interest. I never worry about that part of our business.

Green Tree has been helping me for many years with my taxes and accounting needs for my business and personal. When I have had questions they have either meet with me or we discussed it over the phone. They helped me set up Quickbooks for my business. They are great to work with.

In the almost three years that I have done business with Green Tree Professionals/Green Tree Accounting & Tax, I have very much enjoyed their helpfulness. Their friendly manner and their quick results have been a great benefit to me and the work I am required to accomplish.

We love working with Green Tree Accounting. Karen is great at helping us get together our yearly accounting for our company. I would highly recommend her to anyone.

Karen and her team dug me out of a HUGE MESS I was in due to another service, who were inept as well as dishonest. She has gone above and beyond to help me with my business.

Greentree does an excellent job on business accounting for some of my businesses and Taxes on other business's

ZERO STARS!! This company has horrible customer service, doesn't respond to emails and correspondence and submits false information regarding payroll to employers.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.