Madrona Financial & CPAs of Cottonwood Heights

Madrona Financial & CPAs of Cottonwood Heights is an accounting and financial services firm in Cottonwood Heights, UT, serving individuals, families, small businesses, and real estate investors. The firm offers tax preparation, accounting, and bookkeeping services, with a focus on proactive financial planning and tax strategy. It provides specialized services including retirement planning, estate planning, real estate investment strategies, 1031 exchanges, and wealth preservation for high-net-worth clients. The firm emphasizes a team-based approach, combining the expertise of CPAs, financial advisors, and insurance professionals to deliver comprehensive financial solutions. It operates under a fiduciary standard, prioritizing client interests. The business maintains a 5.00 rating based on customer reviews.

The firm traces its origins to 1989 with the founding of Bob Bauer, CPA, and evolved into Madrona CPAs with the addition of Brian Evans, CPA/PFS. In 1999, Madrona Financial Services was established, expanding into wealth management and investment services. The firm’s approach centers on holistic financial planning, helping clients not only manage their assets but also achieve life goals such as financial independence, retirement readiness, and long-term security. It emphasizes education through resources like digital courses, articles, and events, including a program focused on empowering women with financial knowledge. The team works collaboratively to address complex financial challenges, offering customized strategies that go beyond standard tax filing.

The business is located on East Cottonwood Parkway, approximately 0.2 miles from the Belt Route interstate and Big Cottonwood Creek. It sits near Knudsen Park and the Overlook at Old Mill neighborhood, with 3000 East and 6200 South as nearby roads. The proximity to major transportation corridors and green spaces reflects its accessible location within a growing residential and commercial corridor.

The firm is known for its client-focused, team-based model, combining tax expertise with long-term financial planning. It stands out for its commitment to proactive financial strategies, helping clients avoid common pitfalls such as unexpected tax bills and retirement uncertainty. Its reputation for personalized service and comprehensive planning has earned consistent high satisfaction among clients.