Special
Announcement

Purser and Associates has merged with Wealth Management CPAs

It's business as usual

Kelly Purser will be here, in the same office, to prepare your tax returns and answer your questions

Additional Resources

Wealth Management CPAs can provide you with comprehensive financial, tax and estate planning

Our Approach

We have found that by bringing together these resources, clients have been able to lower their taxes and build wealth

Dear Client,
I’m excited to announce that Purser & Associates has merged with Wealth Management CPAs. I’ve known their managing partner for over two decades. Merging with them is going to bring additional resources to you, as my client.

It’s business as usual

I will still prepare your tax returns, answer your questions and operate in the same office. For all intents and purposes you will not notice anything different — business will continue as usual.

My new email will be:

Kelly@WealthCPAs.com

You can reach our office at (801) CPA-HELP (801-272-4357).

Additional resources

Wealth Management CPAs provides comprehensive financial, tax and estate planning.

We have found that by bringing together these additional resources, clients have been able to lower their taxes.

Kelly Purser, CPA

Partner

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Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

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Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

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