Business Details
9 Years
experience
Trusted Tax Preparation & Planning Services in Highland, UT
With over 25 years of experience, Stevens Lyon & Hagerty Cpas has dedicated his career to providing comprehensive tax and accounting solutions for individuals and businesses. Established in Highland, Utah, our practice serves local clients and extends services remotely across the United States. Our expertise spans tax planning, compliance, and resolution, with a focus on minimizing liabilities through strategic approaches. We specialize in estate and gift planning, ensuring efficient wealth transfer while reducing tax burdens. Our team offers business consulting, including entity structuring and executive compensation planning, tailored to maximize profitability.As a former partner at Stevens Lyon & Hagerty CPAs and an alumnus of an international accounting firm, Alan brings deep industry knowledge and a commitment to personalized service. We represent clients before the IRS and state agencies, resolving audits and tax notices with precision. Our mission is to combine technical excellence with proactive advice, empowering clients to achieve financial clarity and long-term success.
Services
Tax Planning
Tax Compliance
Tax Resolution
Estate & Gift Planning
Business Consulting
Details
- Year established: 2017
Highlights and features
- We offer 25+ years of experience in tax and accounting services.
- Our team provides tailored estate and gift planning strategies.
- We represent clients before the IRS and state tax authorities.
- Our expertise includes business formation and executive compensation planning.
- We combine international firm experience with personalized service.
Associations and certifications
- CPA - Certified Public Accountant
Services
Tax Planning
Proactive tax planning identifies legal strategies to minimize liabilities. We analyze income, investments, and business structures to optimize deductions and credits. Our approach ensures compliance while maximizing savings for individuals and businesses.
Tax Resolution
We resolve tax disputes with the IRS and state agencies. Services include audit defense, back tax filings, and negotiation of payment plans. Our goal is to reduce penalties and streamline compliance for stressed taxpayers.
Estate & Gift Planning
Estate and gift planning safeguards assets for future generations. We design strategies to reduce estate taxes, prepare legal filings, and coordinate trusts. Our solutions balance tax efficiency with family financial security.
Business Consulting
Business consulting covers entity selection, profit optimization, and executive compensation. We align tax strategies with operational goals, helping companies improve profitability and long-term sustainability through informed financial decisions.
Tax Compliance
We prepare accurate tax returns for individuals and all business types. Services include annual filings, trust reporting, and compliance with evolving tax codes. Our focus ensures error-free submissions and adherence to deadlines.
People
Alan J Lyon
CPA
Alan J Lyon, CPA, has 25+ years of experience in tax and accounting. Former partner at Stevens Lyon & Hagerty CPAs, he specializes in tax planning, estate strategies, and business consulting. He earned his degrees from Brigham Young University.
Questions
What services does Stevens Lyon & Hagerty Cpas offer?
We provide tax preparation, planning, and resolution; estate and gift planning; business consulting; and IRS representation for individuals and businesses.
Do you serve clients outside Utah?
Yes, we offer remote services nationwide while maintaining a local presence in Highland, Utah for in-person consultations.
How experienced is Alan J Lyon?
Alan has over 25 years of experience, including roles at an international accounting firm and as a partner at Stevens Lyon & Hagerty CPAs before establishing his practice in 2017.
Can you help with IRS tax issues?
Yes, we represent clients in IRS audits, resolve tax notices, and negotiate payment plans to address back taxes and compliance challenges.
What estate planning benefits exist?
Effective estate planning reduces tax burdens, ensures smooth asset transfer, and leverages annual gift exclusions to preserve wealth for heirs.
