Bear Lake Tax & Accounting Staff
Bruce Warner, CPA, Principal Accountant:
Bear Lake Tax & Accounting is a trade name for Warner Financial Group, LLC, a company involved in income tax and accounting services, and in real estate investments. Mr. Warner and his wife, Kathryn Warner, are the owners of Warner Financial Group, LLC and its several affiliated entities. Mr. Warner is the Vice President of Finance of Warner Financial, while Mrs. Warner is the Vice President of Operations. Mrs. Warner provides administrative services to the CPA practice. The CPA practice is licensed under the name, Bruce E. Warner, CPA, in the State of Utah.
Mr. Warner graduated with a Bachelor of Science degree in accounting from BrighamYoungUniversity in 1975. He became a certified public accountant in Illinois and Utah shortly thereafter. Mr. Warner completed his Master of Business Administration degree at the University of Utah in 1981
While working for Arthur Andersen & Co. in San Francisco during the 1970s, he interned in its income tax division.
Mr. Warner was Manager of Financial Reporting and Manager of Depreciation for Northwest Energy Company, located at the time in Salt Lake City Utah.
He worked for about 30 years in accounting and regulatory management capacities for The Williams Companies and MidAmerican Energy Company where he was responsible for testifying in regulatory proceedings and directing work in a wide variety of regulatory proceedings, including cost of service and rate design work in gas pipeline rate cases. Since 2006, Mr. Warner has been a Vice President at Brown, Williams, Moorhead & Quinn, Inc., an energy industry consulting firm, where he has provided tax, cost of service, rate design and depreciation services to his clients.
He owned a small CPA firm for 15 years where he served small business clients by providing accounting assistance and individual and business tax preparation services. In 2000, Mr. Warner qualified as a general securities representative (stockbroker) and represented HD Vest, a securities firm, for two years.
Mr. Warner has taught income tax courses in individual and business taxation at the University of Phoenix.
Since 2009, Mr. Warner has been affiliated with USTax Aid, a full service tax firm founded by Diane Kennedy, a well-known tax strategist and author. Mr. Warner’s tax practice includes preparing income tax returns for individuals, S corporations, C corporations, LLCs and partnerships in a variety of industries. He advises his clients on a wide variety of tax and business topics.
Mr. Warner is a licensed CPA in Utah. He is a member of the American Institute of CPA’s taxation committee and the Utah Association of CPAs. He is certified depreciation professional, is certified in financial forensics by the AICPA and a member of the Society of Depreciation Professionals.
Steve Larsen, Staff Accountant:
Steve Larsen brings to Bear Lake Tax and Accounting over 10 years accounting experience in manufacturing and retail businesses. He received his BS degree in accounting from USU. He has been a small business owner and manager for many years.
Steve is responsible for data entry, accounting, payroll and marketing.