KaysvilleMissoulaHonoluluTruckee
Optimize your tax planning. Reduce your tax liability.
Linked Accounting is a full-service CPA firm. Our team brings critical knowledge to your leadership, empowering you and your people to meet your goals.
Our mission
Simplify your financial life. Keep more of your money.
Every year, Congress proposes or passes hundreds of pages of new tax law. Our clients don't need to keep track of all of it, because that's our job.
We help individuals, families, and business owners reduce what they owe through personal, business, and estate tax mitigation strategies, and we back that up with proactive bookkeeping, financial planning, and analysis so you and your business can thrive.
Linked Accounting is centered on bringing strong tax knowledge, strong accounting knowledge, and strong banking knowledge to the table. We think of strategies and solutions to problems you don't even know exist today, so you can have a better tomorrow.
Brian Van Camp, CPA, MTax, Managing Partner and Director of Tax Strategy
What we do
Forward-looking advice for every part of your finances.
As a trusted partner, we give business owners and high net worth individuals advice that improves their financial circumstances, tailored to what you are trying to accomplish.
Year-round, not once a year
Advanced Tax Planning
Regular planning meetings, a forecast of your federal and state taxes, and clear options with the savings of each one written down before year-end.
Explore tax planning
From former commercial bankers
Bank Consulting
Access to capital when you need it, at the lowest cost available to you, through bank ratio monitoring and loan application support.
How we help with lenders
Without a full-time hire
CFO Advisory
Senior financial leadership for budgeting, cash flow, forecasting, and the big decisions, sized to where your business is today.
See CFO advisory
Individuals, businesses, trusts
Tax Compliance
Accurate returns filed on time, in every state where you owe, with representation if the IRS or a state agency ever comes calling.
See tax complianceHow our tax plan works
Tax planning is a process, not a once-a-year event.
Our proactive approach helps individuals and businesses lower their tax burden, stay compliant as the law changes, and uncover savings they would otherwise miss.
Assess your financial landscape
We start with a deep dive into your income, expenses, investments, and business structure to find the opportunities and the risks.
Develop custom strategies
We put personalized options in front of you in plain English, each one with its estimated tax savings, so you can decide what is worth doing.
Implement and monitor year-round
We help you put the plan in motion, then meet with you through the year and adjust as your business and the law change.
Planning strategies
Ideas we use with clients every year.
1031 Exchange
We want to highlight why a 1031 Exchange is a big deal. By deferring tax, you keep more of your dollars invested in real estate projects. Similar to...
Watch and readVideo · Business owners14-Day Rental Rule
Business owners that also own a primary residence may be eligible for additional tax deductions for renting their home to their business for business...
Watch and readVideo · Individuals & familiesCharitable Donations
Each tax season, we find a number of proposed client charitable donations that do not meet the IRS requirements. Learn about the nuances of claiming...
Watch and readVideo · Real estateCost Segregation and Accelerated Depreciation
If you own income producing real estate, you are likely sitting on a big tax break since the day you bought the property. It is called accelerated...
Watch and readVideo · Individuals & familiesDeduction Stacking
The IRS gives every taxpayer a free tax breaks off their taxable income based on the chart shown here. Depending on your filing status and the year...
Watch and readVideo · Business ownersEconomic Nexus
Do you have clients you sell products or services to in other states? Even if you have no physical presence in a state but you sell to customers that...
Watch and readVideo · Individuals & familiesEstate Plans
As the term suggests, an estate plan consists of advanced planning to name the people or organizations you want to receive the things you own after...
Watch and readVideo · Business ownersFuel Tax Credits
Does your business fuel equipment that is used for non-highway use? Examples of non-highway fuel use includes heavy equipment and refrigerated...
Watch and readVideo · Individuals & familiesHealth Savings Accounts (HSA)
If you have a high deductible health plan, you should consider seriously fully funding your HAS even if your annual medical costs are minimal. Learn...
Watch and readVideo · Business ownersIRS Audits
For most taxpayers, the odds of experiencing an audit is under 1%. Learn what categories of taxpayers can increase your chances of an audit,...
Watch and readVideo · Business ownersInventory Obsolescence
Businesses that carry and sell inventory may have a tax deduction sitting under the dust on its shelves. Inventory is only deducted when it is sold...
Watch and readVideo · Individuals & familiesIrrevocable Life Insurance Trust (I.L.I.T.)
Businesses that carry and sell inventory may have a tax deduction sitting under the dust on its shelves. Inventory is only deducted when it is sold...
Watch and readVideo · Individuals & familiesIrrevocable Trusts
Generally, our guidance to our clients is to form one or more trusts to hold most or all of their assets. While many factors are considered when...
Watch and readVideo · Business ownersManagement Companies
If you own a business with one or more partners, a Management Company may be a nice compliment to your tax planning toolkit. During our consultations...
Watch and readWealth advisory & family office
Your taxes and your investments, planned together.
Most families have a CPA and a financial advisor who rarely talk. Here they work under one roof: Linked Accounting plans your taxes, and Linked Wealth Advisors, our in-house wealth management arm, manages your investments.
The biggest money decisions touch both. When the people planning your taxes and the people managing your portfolio sit at the same table, those decisions get made once, with the whole picture in view.
Wealth management
One plan
Decided together
- Roth conversions
- Tax-loss harvesting
- Retirement income order
- Charitable giving
- Selling a business
- Estate planning
Industries
We know the rules of your industry.
Our CPAs work through industry-specific tax codes, compliance requirements, and reporting standards every day, from tax-exempt status for nonprofits to deductions in real estate and job costing in construction.
The team
The same people, year after year.
Headquartered in Kaysville, Utah, with offices in Montana, Hawaii and California, our team is comprised of some of the best in their fields. That means you build long-term relationships with experts who understand your business, and we keep building on that shared knowledge every year.
Our offices
Four offices. Clients across the country.
Meet us in person in Utah, Montana, Hawaii or California, or work with us from anywhere through our secure client portal.
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 have chosen to share certain resources with one another: specialists, technology, and expertise that no single firm could build on its own.
What that means for you is simple. Because we pool those resources with firms in other markets, we can provide more value and do more for you than ever before.
- Advanced tax planning
- Cost segregation
- R&D credits
- IRS resolution
- Transaction advisory
- CFO search
- Business valuation
- Wealth management