Brett Jensen Cpa, Pfs, Cfp Email & Phone Number

Salt Lake City, Utah, United States

Salt Lake City, Utah

We are a full service CPA firm located in Salt Lake City.

2150 South 1300 East, Suite 150

Specialties• Tax Consulting• Tax Compliance• Partnership Taxation• State and Local Tax Issues Industries• Construction• High-Net-Worth Clients• Manufacturing• Medical/Dental• QuickBooks

4359 South Highland Drive, Salt Lake City, Utah 84124

SBJ Associates, LLC is a premier CPA firm dedicated to providing superior service and first-class financial management at both a corporate and individual level. We desire to establish life-long bonds...

1. Responsible for the financial statements of 4 companies with annual revenues in excess $75 million and annual credit card/ACH transactions in excess of 1.8 million2. Created monthly valuation and analysis statements for upper management helping make key strategic decisions with immediate impact to our client base of over 90,0003. Designed and implemented new policies and strategies saving the company’s 10.25 million in 2007.4. Generated weekly cash basis forecasts and accrual based budgets to convey the financial standing of the companies 5. Worked directly with the executive team making key decisions resulting in a 383% growth during my tenure

Responsible for maintaining and clearing over 1 billion dollars in annual revenue and an annual claim volume in excess of 27 millionCreate and implement policies and procedures with respect to the Sarbanes Oxley Act of 2002 while emphasizing section 404 "Management Assessment of Internal Controls."Generate, maintain and write-off reserve accounts for clients such as McDonalds, MailHandlers, Fair Isaac and State FarmPrepare and reconcile schedules and journal entries to load revenue into Oracle and Access databasesPrepare daily, weekly, and monthly revenue reports which entailed a client list of over 6,500 entities for upper management

Prepare individual and corporate tax returns using ProSystems fx softwareCompile and review financial statements of small to mid-sized businessesProcess and review payroll taxesMeet with clients to discuss tax returns and offer issue resolutions based on the managing partner's reviewDiscuss problems with clients such as cost segregation and inefficiencies with internal processes

Prepared individual and corporate tax returns using Lacerte tax softwareTrained on McGladrey and Pullen audit and tax programs and methodologiesTraveled and assisted with audits for both SEC and non-public clientsManaged internal accounting functions including payables, receivables, and payroll tax issues

Mba, Accounting

Bachelor'S Degree, Accounting