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Utah County

Accounting, Bookkeeping & Tax Services in Orem, UT

5D Accounting serves Orem, the Family City, and the businesses and households across it. With UVU, a strong retail and small-business base, and a lot of growing families, Orem has no shortage of returns that are more complicated than they look.

We serve Orem from our base in nearby Lehi, in person when it is useful and remotely whenever that is easier for you.

How we help Orem

Bookkeeping, tax, and advisory for Orem businesses and families

We help Orem business owners keep clean, current books, plan their taxes ahead of time, and understand what they are filing. For a lot of local businesses that starts with monthly bookkeeping, reconciled every month so you always know where you stand, and grows into tax planning and advisory as the business does. We are based nearby in Lehi and work remotely, so you get a local team without the runaround.

For business owners

For individuals & families

Year-round planning

Looking for a tax advisor in Orem, not just a tax preparer?

Most Orem business owners see their accountant once a year, after every decision that moved the tax bill has already been made. Year-round tax planning works the other way around. We review your numbers during the year, keep your estimated taxes on track, and flag the moves worth making while there is still time to make them.

In practice that means proactive tax planning built on current books: quarterly estimates, owner pay, entity structure, equipment timing, retirement contributions, and year-end strategy. If you have been looking for a tax strategist rather than a filing service, that is the gap this fills.

See how 5D Advisory works, our year-round tax planning service for Orem business owners, led and managed by Trent Doman, CPA.

Serving Orem and nearby Provo, Lindon, Vineyard, and Pleasant Grove, plus remote clients across Utah, Idaho, and Arizona.

FAQ

Hiring a CPA in Orem

How do I find a good CPA near Orem, Utah?
Look for a licensed CPA with transparent pricing and a team that knows your situation year-round, not just in April. 5D serves Orem from nearby Lehi and works with local businesses and families in person or remotely.
Do you offer monthly bookkeeping in Orem?
Yes. Monthly bookkeeping is one of our most-requested services for Orem businesses. We reconcile your bank and credit card accounts every month, categorize income and expenses correctly, and keep your profit and loss and balance sheet current, so you always know where you stand and never face a year-end scramble. It is a flat monthly fee, quoted after a quick bookkeeping health check.
What should I look for when hiring a local accountant?
A real credential first. A CPA is licensed, held to professional standards, and can plan proactively, not just file, which many paid preparers cannot. Then look for transparent pricing, a consistent team that actually knows your business, and someone who picks up the phone year-round, not just at tax time.
Do you offer year-round tax planning, or only tax preparation?
Both, and they are different services. Tax preparation reports a year that is already finished. Year-round tax planning runs during the year: we review your numbers as they come in, keep quarterly estimates on track, and look at owner pay, entity structure, equipment timing, and retirement contributions while those decisions can still change the outcome. That ongoing service is 5D Advisory, led and managed by Trent Doman, CPA, and plans start at $150 per month.
Do you work with families as well as businesses?
Yes. Alongside our business work, we handle individual preparation and planning for Orem families, including complex returns with investments, rentals, equity comp, or multiple states.

Ready to get started in Orem?

Tell us a little about your situation and we'll match you with the right support.