Cooper Norman advisors meeting with business owners at the Pleasant Grove, Utah office.

Locations / Utah

Pleasant Grove, Utah
CPA and advisory for Utah County

Cooper Norman's Pleasant Grove office is the firm's CPA practice for Utah County. Owners along the Wasatch Front bring one decision here: the equipment purchase, the second location, the offer already on the table. Tax, accounting, audit, valuation, and transition planning sit on one bench, backed by six Cooper Norman offices across Idaho and Utah.

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  • Utah CountyService area
  • Six officesIdaho and Utah
  • (801) 658-9860Mon to Fri, 8 to 5

In short

Cooper Norman is a CPA firm with a Utah County office in Pleasant Grove, at 1064 S North County Boulevard, Suite 380. The office works with owner-led businesses across Utah County on tax planning and preparation, client accounting and fractional CFO work, audit and assurance, business valuation, and business transition planning, including buy-sell agreements. It is a short drive from American Fork, Lindon, Orem, Lehi, Highland, and Provo, and it is one of six Cooper Norman offices in Idaho and Utah. The firm has advised owners since 1954. Call the Pleasant Grove office at (801) 658-9860, Monday through Friday, 8:00 AM to 5:00 PM.

Decisions Utah County owners bring us

  • Opening a second Utah County location

    Before the lease on the second site gets signed, the question is what the first location's numbers can actually carry and how the tax picture shifts once payroll doubles.

  • Buying the building instead of renewing the lease

    Along the North County Boulevard corridor, the purchase turns on entity structure, depreciation timing, and debt service your monthly statements can defend to a lender.

  • Bringing a partner into a healthcare practice

    A buy-in needs a defensible value for the practice before the terms get drafted, not after an associate has already been promised a number.

  • Bidding larger work as a contractor

    Bigger jobs bring bonding, WIP schedules, and job-level margins that have to hold up under a surety's review, which makes it a reporting decision before it is a bidding one.

In short

Cooper Norman works with owners in Pleasant Grove, Utah, at the point where a decision has a dollar figure attached and a deadline behind it. Four decisions the Pleasant Grove office works are opening a second location, buying the building instead of renewing the lease, bringing a partner into a healthcare practice, and bidding larger work as a contractor. Each one looks like a single choice and turns out to be several. A second site depends on what the first location's numbers can carry and how payroll changes the tax picture. A building purchase turns on entity structure, depreciation timing, and debt service a lender will test. A practice buy-in needs a defensible value before the terms get drafted. Bigger contracts bring bonding, work in progress schedules, and job level margins that a surety will read closely. Owners along the Wasatch Front bring one decision to this office.

What Utah owners start here

Four ways the Utah bench works
with owners

Buy-sell, advisory, fractional CFO and tax. These are the engagements the Pleasant Grove team takes on most, and each one starts from the decision in front of you rather than a service menu.

Talk to the Utah team
  • Buy-sell agreements

    The valuation method, the price and the tax consequence settled while every partner is still on good terms.

  • Advisory

    A working relationship across the year, so the larger calls get modeled before they are made rather than explained afterwards.

  • Fractional CFO and controller

    Forecasting, cash flow and lender-ready reporting without carrying a full time CFO on the payroll.

  • Tax planning and preparation

    Multi-year planning that starts before the year closes, so April reports a decision you already made.

Buy-sell agreements,
led from Utah

A buy-sell agreement is a promise to transact at a price, often years ahead and under pressure. Our Utah County team handles this work most often, and they take it on for owners in Idaho too. The valuation method, the pricing, and the tax consequence get settled while every partner is still on good terms.

  • Valuation method written into the agreement
  • Pricing tested against market evidence
  • Tax consequences modeled before signing
  • Existing agreements reviewed and repriced
  • Partner and shareholder transitions
  • Coordination with your attorney
Discuss a Buy-Sell Agreement
A Cooper Norman advisor leads a planning session with business owners.

In short

Cooper Norman writes and reviews buy-sell agreements from its office in Pleasant Grove, Utah, and the Utah County team handles this work most often and takes it on for owners in Idaho too. A buy-sell agreement commits partners to transact at a price, often years ahead and under conditions nobody can see yet. Three things get settled while every partner is still on good terms: the valuation method written into the agreement, the pricing tested against market evidence, and the tax consequence modeled before anyone signs. Agreements already in place get reviewed and repriced, because a formula set years ago often no longer describes the business. Partner and shareholder transitions are handled under the same document, and the team coordinates with your attorney so the accounting and the legal language say the same thing. A death, a dispute, or a departure is a bad time to negotiate a number for the first time.

Are you a buyer or a seller?

If you were given $5 million tomorrow, would you put it into your business or take it out? There is no wrong answer. The one you give changes what your buy-sell agreement needs to say, and what you should be working on this year.

Start here

Bring the Utah team
the decision.

This reaches the Pleasant Grove advisors directly rather than a general inbox. If you would rather talk now, call (801) 658-9860 or email clientexperience@coopernorman.com.

Cooper Norman Utah LP

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The Pleasant Grove office

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Address
1064 S North County Boulevard, Suite 380
Pleasant Grove, UT 84062
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1064 S North County Boulevard, Suite 380, Pleasant Grove, UT 84062 Open in Google Maps

Questions Utah County
owners ask the
Pleasant Grove office

Is Cooper Norman a CPA firm in Utah County?

Yes. Cooper Norman's Utah County office is in Pleasant Grove at 1064 S North County Boulevard, Suite 380, Pleasant Grove, UT 84062. It is a CPA and advisory firm for owner-led businesses, covering tax planning and preparation, client accounting, audit and assurance, business valuation, and business transition planning. The firm has advised owners since 1954 and works from six offices across Idaho and Utah. Reach the Pleasant Grove office at (801) 658-9860.

Where is Cooper Norman's Pleasant Grove office and how do I reach it?

The Pleasant Grove office is at 1064 S North County Boulevard, Suite 380, Pleasant Grove, UT 84062, and the direct line is (801) 658-9860. Hours are Monday through Friday, 8:00 AM to 5:00 PM. Call ahead and we will set the time around the decision you are bringing, so the advisor you need is in the room instead of in another meeting.

Which Utah County cities does the Pleasant Grove office serve?

The office works with owners across Utah County. Pleasant Grove sits on North County Boulevard, a short drive from American Fork, Lindon, Orem, Lehi, Highland, Alpine, Cedar Hills, and Provo, so most clients can reach a meeting easily. Owners farther south in the county, or anywhere else, work with the same team by video call and secure document exchange.

Can the Pleasant Grove office help with Utah state tax decisions?

Yes. Utah tax questions are part of the work the Pleasant Grove team handles every year, including whether an S corporation or partnership should make the Utah pass-through entity tax election. Owners with operations in both Utah and Idaho keep one team for both states, so the returns and the planning stay consistent.

Do you handle buy-sell agreements for Idaho businesses too?

Yes. The work is concentrated in our Utah County office, where the team handles these agreements most often, and we take on buy-sell engagements for owners across Idaho as well. It is one bench, so where you sit does not change who does the work.

What services can I start from the Pleasant Grove office?

All five Cooper Norman service lines start from the Pleasant Grove office: tax planning and preparation, client accounting services, audit and assurance, business valuation, and business transition planning. Because the six offices work as one connected bench, starting from Pleasant Grove does not limit who works on your engagement. If a case needs valuation specialists in Pleasant Grove, agriculture-specific audit experience in Blackfoot, or senior construction advisory in Idaho Falls, those advisors join the work while your main relationship stays with the Pleasant Grove team. You see one engagement letter, one point of contact, and one bill. The firm's industry practices (agriculture, construction, healthcare, growth businesses, and manufacturing and retail) are available regardless of which office you start from.

Which industries does the Pleasant Grove office commonly work with?

The office commonly works with healthcare practices, construction companies, and owner-led businesses along the Wasatch Front, and that list is a pattern rather than a limit. What those owners share is a decision with a dollar figure attached and a need for numbers that hold up in front of a lender, a buyer, or a partner. If your industry is not on the list, the questions are usually the same ones.

How does a first conversation with the Pleasant Grove office work?

Bring the decision in front of you. A first conversation at Pleasant Grove is 30 to 45 minutes with the advisor whose practice fits what you are weighing (tax, audit, valuation, transition, or client accounting). You describe the decision, the timeline, and what it touches. We respond with what we would need from you to produce a written engagement letter: scope, fees, who leads, who supports, what the first 30 days look like. There is no pitch deck and no pressure to engage in that first meeting. Call (801) 658-9860 to schedule, or use the contact form and the right advisor calls back within two business days. If after the conversation Cooper Norman is not the right fit, we will tell you and often name who is. The goal is a decision you can act on, not a sold engagement.

Should a Utah County owner buy a building or keep renewing the lease?

The answer starts with your statements rather than the listing price, because it turns on what the business can service and how the purchase changes your entity and depreciation picture. We model the purchase against a renewal, including the debt service a lender will test and the tax timing of any improvements. Bring the numbers you have and the terms on the table, and we will lay both paths out side by side.

Does the Pleasant Grove office serve businesses operating in both Utah and Idaho?

Yes. Cooper Norman has advised owner-led companies since 1954 and now works from six offices across Idaho and Utah, so an owner with crews, clinics, or customers on both sides of the line stays with one team. Multi-state questions get handled inside the same engagement instead of being handed off. Reach the Pleasant Grove office at (801) 658-9860, Monday through Friday, 8:00 AM to 5:00 PM.

Do I have to come into the Pleasant Grove office to work with Cooper Norman?

No. The Pleasant Grove office at 1064 S North County Boulevard, Suite 380 is open Monday through Friday, 8:00 AM to 5:00 PM if you want to sit across the table. Many clients prefer that for the first conversation and for signing engagement letters. Beyond that, most of the ongoing work happens by scheduled video calls, secure document exchange, and phone, with in-person meetings called when the stakes or the people make it worth the trip. We serve clients across the service area who rarely visit the office at all. Your choice of office sets your main point of contact and the people you know by name; it does not require any travel cadence. Call (801) 658-9860 to set up either style of relationship.

What is the difference between a CPA firm and a bookkeeper or tax preparer?

A CPA is licensed by the state after passing the CPA exam and meeting education and experience rules. A licensed CPA firm can issue audit and review reports that lenders, sureties, and buyers rely on, which a bookkeeper or tax preparer cannot. Cooper Norman also does the monthly side through client accounting services, so the books, the tax return, and the financial statements come from the same team.

Cooper Norman business advisors walking with clients through the office.

Pleasant Grove is one call away.
Bring us the decision.

Meet the Pleasant Grove Team

Bring the decision you are weighing. The right advisor calls or writes back within two business days.