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Kotter Tax & Accounting

Kotter Tax & Accounting

Reviews Summary

Overwhelmingly positive reviews highlight Kotter Tax & Accounting's friendly, knowledgeable staff, efficient service, and reasonable fees. Many clients appreciate their thoroughness, quick turnaround, and professional approach, with several mentioning long-term loyalty and recommendations to friends. A few negative reviews cite high fees and dissatisfaction with service quality, but these are exceptions among mostly 5-star ratings praising the team's expertise and pleasant experience.

About This Listing

CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
CPA License

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

CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
CPA License

Contact Information

Address

195 S 100 W

Richfield, Utah 84701

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

The staff at Kotter tax always does an amazing job at making the process of doing our taxes as painless as possible. I love Kotter Tax and highly recommend them to all my friends. We have been coming here for years and definitely plan to continue doing so!

Kotter Tax & accounting is fast, knowledgeable, and answers all of our questions. We have used them for years and never had a problem. I recommend them to all my friends and family.

I have never had someone work so hard on my taxes as Dillon did. He saved me a bundle. If it wasn't for his diligent effort l would be paying plenty. Thank you! Also I would just like to say how lucky you all are to have Robby on that front desk. She is so patient, polite, and professional. It is so hard today to find good people who care about their job. You have a real gem!! Thank you all.

I started to be a client when I use to work for an old boss at a restaurant, but as time passed on they just kept getting worst and I was looking for the best convenient for me especially since I moved near slc but with my new job I have the opportunity to still and be able to stop by. I thought about being a loyal client until I realized that if I'd gone somewhere else, it would of been better. Not recommended unless you're good friends of them where they absolutely make sure you're set. Otherwise they wo

The friendly staff at Kotter Tax got our taxes filed so quickly. They organize the paperwork in a neat, professional folder that makes it easy to store and pull out when needed, and I never have to worry about mistakes.

Was not happy. They charged my son an astronomical amount to do his taxes when he could have done it for free online. They told us what our return would be. Then when we went to sign the documents the return amount they told me was less then half of what they originally told us. Then they tried to explain but the explanation was inadequate. I will never go there again. Also they charged me more to get my taxes prepaired then anywhere else I've ever gone.

Kotter Tax & Accounting is a great place to do business. They?re thorough and friendly and easy to work with.

We all hate taxes! Thus is the most pleasant place to have to get taxes done! Dillon is so knowledgeable and helpful?staff is great!

If you need an accountant to do your taxes Dillon and his team are great to work with. The fee is reasonable as well

Thank you for preparing my taxes and getting them back to me so quickly. The staff are friendly and helpful. JeannieNewman

This is a great place! They are friendly and they charged less than half of what H & R Block did. The CPA is always willing to answer any questions.

Very professional, knowledgeable and up to date on all the tax laws. Great job!!

Very helpful! Made it easy to work with since I am out of town.

Kotter Tax and Accounting has always answered our question, and always follow up getting back to us!

He did a excellent job on our taxes

The staff is so sweet and amazing truly.

Quick, efficient, and pleasant to work with.

These guys are great to work with.

Love these guys so much!!!!

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.