Charles E. Ulrich, CPA
Founder
801-627-2100 ext 110
Charles (“Chuck”) Ulrich founded Ulrich & Associates in 1986 and has practiced accounting in the Wasatch Front for nearly 40 years. He graduated with a Bachelor’s Degree of Accounting from Weber State College in 1979 and began his career in Salt Lake City with a national CPA firm which was, at the time, the largest CPA firm in Utah. Chuck specialized in auditing early on in his career and found a niche with governmental audits. By 1983, Chuck joined a local firm in Ogden and grew his expertise to include business tax and accounting services before venturing out to establish his own firm. Chuck has since developed a reputation for excellence and dedication in providing tax, accounting, auditing, and consulting services to his individual, business, and government clients.
Michael E. Ulrich, CPA
Shareholder
801-627-2100 ext 103
Michael (“Mike”) Ulrich joined Ulrich & Associates in 1995 after working as a CPA for Tanner & Co. in Salt Lake City for 4 years and as a Comptroller for Ringmaster’s, Inc. Mike earned a Master’s of Accountancy Degree from Weber State University in 1991 and has distinguished himself as a leader in his community and expert in his profession. He volunteers to support local accounting professionals by participating with the Utah Association of CPAs and teaching professional education courses. Mike has served on the Ogden School Board and as President of the Ogden School Foundation. Mike’s practice emphasizes collaboration and personal interaction with clients as crucial means for helping them achieve their goals.
Heather A. Christopherson, CPA
Shareholder
801-627-2100 ext 107
Heather Christopherson is an audit and tax specialist who became a part of Ulrich & Associates in 2003. Heather started her accounting career at the CPA firm of Galusha Higgins & Galusha in Montana while completing her undergraduate degree at the University of Montana. Heather then moved to Utah and worked for Haynie & Company in Salt Lake City while earning a Master’s of Accountancy Degree from Weber State University, which she completed in 2002. Heather has extensive experience in audits of governmental and non-profit entities as well as tax return preparation for individuals and businesses.
Kaela C. Cornwell, CPA
Tax Manager & Associate
801-627-2100 ext 123
F) 801-475-6548
Kaela Cornwell serves as a cornerstone for both the tax and audit practices of Ulrich & Associates. She attended Weber State University where she completed her undergraduate studies in accounting and graduated magna cum laude with a Master’s of Taxation Degree in 2012. Prior to joining Ulrich & Associates in 2013, Kaela worked for HJ & Associates in Salt Lake City where she specialized primarily in tax services and accounting for small businesses. Kaela’s high proficiency and passion for the accounting profession enabled her to quickly rise to the ranks of Tax Manager for the entire firm. She has translated her affinity for excellence into providing audit services for government entities and tax-exempt organizations, including managerial consulting and other value-added services.
Michael Doxey, CPA
T) 801-627-2100 ext 116
F) 801-475-6548
Michael graduated with a Master’s degree in accounting from Utah State University in 2011. He began his accounting career with JD Clark in Ogden Utah, where his experience included financial statement accounting, audit preparation, and accounting for hedge funds and other derivative investments. He joined Ulrich Associates in 2014 and has developed his skills in audits of local governments and non-profit organizations, where his proficiency in technology and problem-solving have served clients well.
Michael grew up in Bountiful and now lives in Woods Cross with his wife and no children (yet). His hobby is having hobbies, and he has most likely dabbled in just about everything. His main loves (aside from his wife) are sports of all kinds and travel.
Jennifer Christensen
Office Manager
801-627-2100
Jennifer Christensen joined Ulrich & Associates in 2008 after working for over 6 years as an Office Administrator for the State of Utah Division of Securities. Jennifer has spent her career fulfilling many different roles in office management, office technology, marketing, and client-relations. She is the office manager, account manager, and billing specialist for Ulrich & Associates. Jennifer serves as a link for clients to their respective accounting professionals and assists clients in addressing matters ancillary to accounting issues.
Amy Nelson
Staff Accountant; Accounts Manager
801-627-2100 ext 104
Amy Nelson is one of the longest-standing members of the Ulrich & Associates team. She joined the firm in 1996 with prior experience working as an accountant and payroll manager for a firm that almost exclusively served business clients. Amy earned an Accounting Certificate from the Ogden Applied Technology College and she has extensive training in accounting software applications. Amy stays on the forefront of technological development in the accounting industry. As a Quickbooks professional, Amy helps business clients establish accounting information systems and provides support for managers, professionals, and other users of bookkeeping software and other accounting applications. Amy performs bookkeeping, review & compilation, and tax preparation services for clients of Ulrich & Associates.
Jennifer Hart
Payroll Manager
801-627-2100 ext 115
Jennifer (“Jen”) Hart has served as the manager for Ulrich & Associates’ payroll services since 2006. Jen earned an Associate’s Degree from the Stevens-Henager College of Business and, when she joined Ulrich & Associates in 2004, she had more than 10 years of experience with all types of accounting and payroll functions both in-house and with public accounting firms. She knows both sides of the fence as it relates to the divide between businesses that perform their own accounting functions and those that outsource their accounting functions to CPA firms. Jen is a dynamic communicator between businesses, employees, professionals, and taxing agencies. Jen’s leadership and dependability have supported the growth of Ulrich & Associates’ payroll practice for over a decade and she continually ensures the quality of those services in her role as Payroll Manager.
Dan Mortensen
T) 801-627-2100 ext 117
F) 801-475-6548
Dan graduated with a Bachelor’s degree from Weber State University in 2015. He began his career in accounting with Ulrich & Associates as an intern, preparing personal and business returns. Shortly after, he joined JD Clark/UMB Fund Services where he prepared tax returns for various hedge funds and funds of funds as an intern. He joined Ulrich & Associates as a full-time staff accountant in 2014 and has developed a wide range of skills ranging from payroll and bookkeeping functions to preparation of tax returns.
Dan grew up in Layton. He loves playing and watching sports, spending time with his family, traveling, and protein shakes.
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Rebecca C. Bishop, MAcc
Staff Accountant
rebecca@ulrichcpa.com
801-627-2100 ext 116
Rebecca Bishop started working with Ulrich & Associates in 2017 as a staff accountant. Rebecca comes from a long line of accountants and she has a breadth of experience in the accounting profession ranging from tax preparation to bookkeeping and reviews & compilations. She graduated from Brigham Young University-Idaho in 2015 with a Bachelor’s Degree in Accounting and obtained a Master’s of Accountancy Degree with an emphasis in Tax from Southern Utah University in 2016. While completing her education, Rebecca worked as a tax-intern for a CPA firm in Boise, Idaho and quickly earned a full-time position as a staff accountant there. She practiced accounting in Boise for 2 years prior to moving to Utah. Rebecca specializes in tax preparation for business entities and uses her expertise to develop tax-saving strategies and promote sustainable business growth among clients.
Celesta R. Francis
Staff Accountant
celesta@ulrichcpa.com
801-627-2100 ext 117
Celesta Francis started her career in public accounting with Ulrich & Associates in 2017. Prior to entering the field of public accounting, she had 3 years of experience in small business management and worked for 3 years as a billing & accounts specialist at a large law firm in Salt Lake City. Celesta started her undergraduate education at Utah State University and then finished at Weber State University where she earned a Bachelor’s Degree in Accounting in 2016. Celesta has been awarded a scholarship to pursue her Master’s of Accountancy Degree at Western Governor’s University and she anticipates graduating in 2019. Celesta’s experience with the managerial aspects of small business finance and accounting give her valuable perspective in addressing operational issues with business clients.
Sara R. Shaw
Payroll Accountant
sshaw@ulrichcpa.com
801-627-2100 ext 127
Sara Shaw became a member of the Ulrich & Associate’s payroll group in 2018. Sara studied with the University of Phoenix and spent nearly a decade in the construction industry fulfilling various managerial roles prior to joining Ulrich & Associates. Sara’s background includes serving as a construction loan processor, office manager, receiver, team lead, and assistant manager. Her administration experience makes her particularly keen and responsive to the needs and issues that arise among construction clients as well as all other businesses receiving payroll services from Ulrich & Associates.
Denise G. Bate
Staff Accountant; Accounts Manager
denise@ulrichcpa.com
801-627-2100 ext 129
Denise Bate came to Ulrich & Associates in 2016 after the firm acquired the practice of another CPA with whom she had been working for 13 years. Denise has extensive experience in the accounting profession within the contexts of public accounting, retail, restaurants, construction, human resources, and administration. She has spent much of her career facilitating the connection between in-house accounting groups and the accounting services of CPA firms. As a result, she has become an expert resource for assisting businesses with the interrelation of their accounting, payroll, tax, and bookkeeping functions between company management and the services offered by Ulrich & Associates.
Samantha Fox
Receptionist
samantha@ulrichcpa.com
801-627-2100 ext 100
Samantha Fox assumed the role of firm receptionist at the beginning of 2017. Samantha’s previous experience includes 4 years working with another accounting firm as a receptionist and tax-filing assistant. She earned a Bachelor’s Degree in Consumer and Family Sciences from Brigham Young University-Idaho in 2015. Samantha’s keen ability for organization and friendly disposition make for a delightful office-atmosphere for colleagues and clients.
Ryan Ulrich, JD
Staff Accountant
ryan@ulrichcpa.com
801-627-2100 ext 108
Ryan Ulrich is a dual-professional who has developed a career as an accountant and as an attorney. Ryan worked as a staff accountant for Ulrich & Associates for 3 years while earning a Bachelor’s Degree in Accounting from Weber State University. He graduated summa cum laude with his accounting degree in 2014 and then attended the University of Missouri-Columbia School of Law where he earned a Juris Doctorate with an honors concentration in Tax Law & Estate Planning in 2017. After working in the business practice group of a large law firm, Ryan returned to Ulrich & Associates at the beginning of 2018 to resume his practice of accounting and start a new law firm as a sole practitioner. Ryan has created synergies between his practice of law and accounting that make him dynamically responsive to client needs. He has the ability and credentials to offer a broad scope of accounting and legal services to individuals, trusts, non-profits, and business entities.
Ryan Ulrich, Esq.
Attorney
ryan@ulrichlegal.com
Ryan Ulrich is a licensed attorney in the State of Utah and specializes his legal practice in estate planning, tax & transactional matters, contracts, business organizations, and mergers & acquisitions. Ryan has emphasized tax and estate planning in his legal career and has earned achievement awards in the fields of Will & Trust Drafting, Business Organizations, and Transactional Law Practice. Ryan offers legal services through Ulrich Law, PLLC to clients of Ulrich & Associates, PC. He strives to uphold the “Ulrich” standard of professionalism and quality in his law practice and add value to clients by providing them with legal resources that complement the accounting and financial planning resources offered by Ulrich & Associates, PC CPAs.
Ryan provides legal services through Ulrich Law, PLLC, an entity distinct and separate from Ulrich & Associates, PC CPAs. Ulrich Law, PLLC does not engage in fee-sharing with Ulrich & Associates, PC CPAs or any other persons not licensed as attorneys. All legal matters are confidential and information about client matters is not shared with third-parties (including Ulrich & Associates, PC CPAs) without written authorization. You may contact Ryan regarding legal services using the following email address: ryan@ulrichlegal.com. Ryan is admitted to the Utah State Bar and U.S. District Court for the District of Utah.
Clark F. Ulrich
Financial Advisor
- T) 801-627-2100ext 101
- F) 801-475-6548
Clark F. Ulrich is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC. Ulrich & Associates is independently owned and operated. Neither SFP nor SFS are affiliated with Ulrich & Associates. Clark F. Ulrich does not provide tax or legal advice. Check the background of this investment professional on FINRA’s BrokerCheck.
