Thirty Years in Corporate Finance. Now Serving Park City.

Jeffrey Barth spent more than 30 years in corporate finance, including time at Ernst & Young and several Fortune 100 companies, before founding Park City Tax Pro. Most CPA practices in this market handle tax preparation and bookkeeping. Park City Tax Pro adds the planning layer that determines whether a business, nonprofit, or family is financially sound five and ten years out, not just at the next filing deadline.

In practice, that means specific, ongoing work rather than a single annual engagement: building a multi-year budget model instead of a single annual figure, setting up a documented internal-control checklist so financial approvals don’t depend on one person’s memory, and establishing a monthly cash-flow forecast cadence so a board or business owner can see several months ahead instead of reacting to the current bank balance.

A private foundation’s books differ from a standard business profit-and-loss statement in a few specific ways: a required minimum distribution calculated from average net investment assets, restricted-fund tracking that keeps donor-designated money separate from general operating funds, and a program-versus-administrative expense split that shows up directly on the organization’s Form 990. Park City Tax Pro sets up and maintains that structure rather than treating a foundation’s books like a small business’s. More detail is on the Nonprofit & Foundation Advisory page.