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ABOUT US

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At Expert Tax CPA, we work to help you achieve your financial goals.

We’ll navigate your finances so you can enjoy greater peace of mind and save more of your hard-earned money.

WHY EXPERT TAX CPA?

15+ Years of Experience

Our name is Expert Tax CPA for a reason. With years of experience in personal and business accounting, our team is comprised of seasoned industry leaders.

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Passionate About the Industry

No two clients are the same, which is why we're always hungry, learning and staying on-top of evolving financial landscapes.

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Certified
 

Do you feel comfortable with the current state of your finances? We have a certified team with proven results of minimizing your tax liability and saving your business money.

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Responsive
 

Our mission is to help you toward your goals, every step of the way. We build strong relationships with our clients and prioritize their every need.

Reliable Tax Services

Expert Tax CPA provides timely, professional and confidential tax, bookkeeping and advisory services tailored to each client’s specific needs.

We proudly serve all 50 states out of our home-base office in Utah. Reach out today for a free consultation!

MEET THE FOUNDER

Charlotte Petersen

MBA, CPA - Founder

Charlotte G. Petersen, MBA, CPA founded Expert Tax CPA in December 2021 with 17 years of experience in tax and accounting, realizing the industry needed another CPA firm to give small-business owners and individuals better service and expertise, while creating an excellent work environment for staff. After an amazing childhood growing up in Wyoming, she graduated from BYU-Idaho in 2004 with a Bachelor’s in accounting and a minor in information systems. She worked a few years in the accounting industry and then received an MBA from the University of Phoenix, took additional advanced accounting classes from the University of Utah and passed the CPA tests in 2011 on her first attempt.

Charlotte’s niche is in the real estate industry but also has experience in and has worked with clients in the fields of construction, investment partnerships, medical, and e-commerce, including multi-state nexus issues in each field. When Charlotte isn’t nit-picking every detail to help clients save the most taxes, she is busy managing her family’s real estate rental business and spending time with her husband and two kids. She also loves to get outdoors, exercise, travel and cook.

2000+

Clients Served

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50

States Serviced

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18

Years In the Industry

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500000+

Taxes Saved

WHAT OUR CLIENTS THINK

My wife and I have worked with Charlotte through the last two tax seasons and have been very satisfied with her courteous and helpful approach. Her knowledge of tax laws helped us find extra savings we would not have found anywhere else. She is patient, responsive, knowledgeable, and has great response time even when she is busy. She is a true top tier professional that we highly recommend. We can't say enough great things about her!

Scott Crawford

Client

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