Rob Haertel

Currently Taking Online & In-Person Clients

25+ Years of Experience
PhD in
Federal Taxation

Main Street
Certified Tax Advisor

CPA

1-4 Person Firm

Salt Lake City,

UT

BIO

I’m Rob Haertel, MBA, CPA, JD, and I have a genuine passion for assisting clients who find themselves burdened by excessive tax bills. Drawing upon my extensive background in tax planning and preparation, I’ve successfully saved my clients millions of dollars through meticulous tax strategies. I take pride in my ability to help small business owners and real estate investors from California to Florida achieve financial success and work towards becoming millionaires.

One of my joys in life is hitting the pavement for a daily 4-mile run, accompanied by my faithful canine companion. It’s a close second to the satisfaction I derive from slashing my clients’ tax liabilities. Those who work with me appreciate the care and dedication I bring to their financial well-being. In addition to my core competencies, I specialize in various areas, including self-directed IRAs and 990T filings for leveraged real estate, Solo 401ks, hard money lending, and capital gain deferral through mechanisms like 1031 exchanges, charitable remainder trusts, private foundations, and Opportunity Zones.

Furthermore, our team boasts Spanish-speaking professionals, enabling us to cater to the Latino community with a personalized touch.
Remember my office’s motto: “Give us the facts, and we’ll save you the tax.”

SERVICES

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

SPECIALTIES

Foreign Citizen, Real Estate

CONTACT

Rob Haertel

RobCPAtax@gmail.com

801-884-2100

Edit Profile

Highest Degree Level

What was the subject area of your highest educational degree? (Example: Accounting, Business Administration, Finance, Etc.)

Select all that apply.

Select all that apply.

Select all that apply.

Your profile will be submitted to our member support team for review. If anything needs to be changed, they will contact you. If everything on your profile meets the Tax Advisor Network standards, your profile will be approved and go live.