Alan G. Erickson CPA
Alan Erickson is a seasoned tax and investment advisor with deep experience serving high-net-worth individuals, business owners, and closely held entities. He began his career at a global CPA firm, advising private and publicly traded companies across the Bay Area and Utah’s Wasatch Front. Following his time in public accounting, Alan became a partner at Udall CPA Group, where he leads comprehensive tax planning and consulting engagements.
Alan’s practice focuses on integrating advanced tax strategies with long-term investment planning. He has particular expertise in the real estate sector, working with multi-tiered partnership and S corporation structures. His industry experience also includes technology, construction, manufacturing, professional services, and professional sports.
He holds both a B.S. in Accounting and a Master of Accountancy with a tax emphasis from Brigham Young University. In addition to being a licensed CPA, Alan holds the FINRA Series 65 license, allowing him to deliver fiduciary investment advisory services tailored to complex financial situations.
Alan is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.
He lives in Holladay, Utah with his wife and four children, and enjoys hiking, fishing, camping, and family sports activities.
