Later CPA & Associates, PLLC

Later CPA & Associates, PLLC No annoying tax professional lingo. Just straight, authoritative, and friendly advice. Later CPA and Associates, PLLC was started in 2024 by Daniel Later.

He saw a need to provide tax strategy and advice to small and medium sized businesses. At Later CPA we value communication, relationship, and integrity with our clients, and strive to gain and retain clients with a high level of reliability. Services provided range from individual and business tax return preparation, to bookkeeping, to strategy and planning and other high-value services. Our team

proactively advises clients on tax law changes that will impact them. Let us know how we can help you.

Today, we recognize Juneteenth, a day that commemorates freedom, resilience, and an important moment in American history...
06/19/2026

Today, we recognize Juneteenth, a day that commemorates freedom, resilience, and an important moment in American history.

As business owners, professionals, and community leaders, it's also an opportunity to reflect on the progress that has been made and the work that continues to create more equitable opportunities for future generations.

Wishing everyone a meaningful Juneteenth as we honor the significance of this day.

06/19/2026

📢 Know Your Profit Before You Plan 🎥📊

Many business owners jump straight into tax strategies and deductions without first understanding one important number: profit.

The reality is that effective tax planning starts with knowing what the business is actually earning. If the profit number isn't clear, tax planning becomes guesswork instead of strategy.

In this session, we'll cover:
✅ The difference between revenue and profit
✅ Why many tax strategies depend on accurate profit numbers
✅ How clean bookkeeping supports better tax planning
✅ Why profit determines what your practice can realistically afford
✅ How understanding profit can help prevent surprise tax bills
✅ Why knowing your numbers gives you more planning options before year-end

📲 Watch the replay: https://youtube.com/live/YpNGV1LOidw?feature=share

This is especially helpful for therapists, private practice owners, and business owners who want to make more informed financial and tax decisions.

Got questions about profitability, tax planning, or understanding your practice's numbers?

Drop them in the comments or send a DM.

06/19/2026

Many business owners jump straight into tax strategies and deductions without first understanding one important number: profit.

The reality is that effective tax planning starts with knowing what the business is actually earning. If the profit number isn't clear, tax planning becomes guesswork instead of strategy.

In this session, we'll cover:
The difference between revenue and profit
Why many tax strategies depend on accurate profit numbers
How clean bookkeeping supports better tax planning
Why profit determines what your practice can realistically afford
How understanding profit can help prevent surprise tax bills
Why knowing your numbers gives you more planning options before year-end

This is especially helpful for therapists, private practice owners, and business owners who want to make more informed financial and tax decisions.

Got questions about profitability, tax planning, or understanding your practice's numbers?

Drop them in the comments or send a DM.

Driving for your practice can be deductible, but how you track it matters.A lot of practice owners either overcomplicate...
06/18/2026

Driving for your practice can be deductible, but how you track it matters.

A lot of practice owners either overcomplicate this or miss it entirely.

The method you choose can affect both your deductions and how much time you spend tracking everything.

06/17/2026

📢 Know Your Profit Before You Plan 📊💡

Many business owners jump straight into tax strategies without first understanding one important number: profit.

The reality is that most tax planning decisions depend on knowing what the business is actually earning. If the profit number isn't clear, it becomes much harder to make informed decisions about taxes, payroll, retirement contributions, major purchases, and other planning opportunities.

In this live session, we'll cover:
✅ Why profit is one of the most important numbers in tax planning
✅ The difference between revenue, cash flow, and profit
✅ Common reasons business owners misunderstand profitability
✅ How inaccurate profit numbers can lead to poor planning decisions
✅ What reports to review before discussing tax strategies
✅ Why understanding profit creates better planning opportunities

This is especially helpful for therapists, private practice owners, and small business owners who want to make more informed financial and tax decisions.

📅 When: June 19 at 12 noon MT
📍 Where: Live on Facebook, Instagram, and YouTube

📲 Set a reminder and join us. Bring your questions and we'll answer them live.

Mid-year, and here is a question worth sitting with — if your practice stayed exactly as it is right now, would you be s...
06/17/2026

Mid-year, and here is a question worth sitting with — if your practice stayed exactly as it is right now, would you be satisfied with where you end up financially in December?

If the answer is no, this is the week to change something. A mid-year adjustment made now has six full months to make a difference.

06/16/2026

📢 Tax It Easy: When Should an S-Corp Election Be Made? 🎥💡

Thinking about becoming an S-Corporation but not sure when to make the switch?

Many business owners assume they missed their opportunity if they didn't elect S-Corp status at the beginning of the year. In reality, there may still be options available.

In this episode, we cover:
✅ Why now may be a good time to evaluate an S-Corp election
✅ How late election provisions can provide flexibility
✅ The advantages of setting up payroll sooner rather than later
✅ Important factors to consider before making the switch
✅ Why timing can impact tax planning opportunities

An S-Corp election can create valuable tax savings for the right business, but it's important to evaluate the numbers and make sure it's the right fit for the specific situation.

📲 Watch the video to learn more.

Have questions about S-Corps, payroll, or tax planning? Drop them in the comments or send a DM.

06/15/2026

If complaining about taxes counted as a business expense, some practices would have record-breaking deductions. 😂

Until then, proactive tax planning is probably the next best thing.

The earlier the planning starts, the fewer surprises tend to show up later.

06/12/2026

📢 Clean Enough Books: What Your Accountant Actually Needs 🎥📚

Many business owners think their bookkeeping needs to be perfect before meaningful tax planning can happen. The reality is that perfection isn't the goal. What matters is having reliable numbers that help support good decisions.

In this session, we'll cover:
✅ What "clean enough" bookkeeping actually means
✅ Why accurate income, expenses, and profit numbers matter
✅ Common bookkeeping issues that can impact tax planning
✅ How owner draws, payroll, loans, and large purchases should be tracked
✅ What your accountant needs before recommending tax strategies
✅ Why better records often lead to better financial decisions

This is especially helpful for therapists, private practice owners, and business owners who want to improve their tax planning without getting overwhelmed by bookkeeping details.

📲 Watch the replay here:

Got questions about bookkeeping, tax planning, or preparing your practice for future tax strategies? Drop them in the comments or send a DM.

06/12/2026

Many business owners think their bookkeeping needs to be perfect before meaningful tax planning can happen. The reality is that perfection isn't the goal. What matters is having reliable numbers that help support good decisions.

In this session, we'll cover:
What "clean enough" bookkeeping actually means
Why accurate income, expenses, and profit numbers matter
Common bookkeeping issues that can impact tax planning
How owner draws, payroll, loans, and large purchases should be tracked
What your accountant needs before recommending tax strategies
Why better records often lead to better financial decisions

This is especially helpful for therapists, private practice owners, and business owners who want to improve their tax planning without getting overwhelmed by bookkeeping details.

Got questions about bookkeeping, tax planning, or preparing your practice for future tax strategies? Drop them in the comments or send a DM.

Address

Herriman, UT

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18012433019

Website

Alerts

Be the first to know and let us send you an email when Later CPA & Associates, PLLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Later CPA & Associates, PLLC:

Shortcuts

Share

Category