Bountiful Peak Advisors

Employee Benefit Plan Auditor

Bountiful, UT

About Bountiful Peak Advisors

<p>Audit and assurance work is a core part of this CPA practice, with additional services in tax preparation, tax planning, and general accounting. Bountiful Peak Advisors works with organizations that need clear financial reporting, including nonprofits, homeowner’s associations, construction companies, and service-based businesses.</p> <p>Based in Bountiful in the Salt Lake City metro area, the firm’s office is located at 1564 S 500 W Ste 201, Bountiful, UT 84010. For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other assurance support, the team brings CPA and fraud-examination credentials to its audit work.</p> <p>Key contacts include CPA Justin R. Shaw, CPA, CGMA, CFE, and CPA Shalaun T. Howell. The firm’s differentiator is its mix of audit, tax, and accounting services under one roof for the industries it focuses on.</p> <p>Phone: (801) 294-3155 | Email: <a href="mailto:justin@bountifulpeak.com">justin@bountifulpeak.com</a> | Website: <a href="https://www.bountifulpeak.com/">https://www.bountifulpeak.com/</a></p> <ul> <li>Audit &amp; assurance</li> <li>Tax preparation and planning</li> <li>Accounting services</li> <li>Industry focus: nonprofits, HOAs, construction, and service-based businesses</li> </ul>

Website: https://www.bountifulpeak.com/

Office Locations

  • Bountiful, UT

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 4
  • Total AUM Audited: $36.6M
  • 401(k): 4 plans, $36.6M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
JOHN H. FIRMAGE, INC. 401(K) PLAN JOHN H. FIRMAGE, INC., UT $15M 221
MIDWEST OFFICE INC. 401(K) PROFIT SHARING PLAN AND TRUST MIDWEST OFFICE INC., UT $12M 169
ODYSSEY HOUSE OF UTAH 403(B) PLAN ODYSSEY HOUSE OF UTAH, UT $7M 439
DANVILLE SERVICES CORPORATION 401(K) RETIREMENT SAVINGS PLAN DANVILLE SERVICES CORPORATION, UT $6M 748
THE LIVING PLANET INC. 401(K) PLAN THE LIVING PLANET INC., UT $4M 163
401(k) Retirement Plan Healthcare Sponsor, UT $2M 64

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