Todd S. Udall CPA

Director of Pension and Retirement Solutions | Partner | Investment Advisor Representative

Todd Udall specializes in high-level tax planning, tax preparation, and business advisory services, with a strong emphasis on retirement and estate planning strategies. He primarily serves professional firms—including physicians, dentists, attorneys, engineers, architects, and consultants—offering strategic guidance that supports business growth while minimizing tax liabilities. His expertise also extends to clients in wholesale, manufacturing, retail, and real estate industries.​

Todd works closely with many high-net-worth business owners who face complex financial challenges. His proactive approach to tax planning, combined with the strategic use of pension and estate planning tools, helps clients preserve wealth, reduce taxes, and build long-term financial security.​​

He earned both his Master of Tax and Bachelor’s degree in Accounting from Brigham Young University in 1989. Todd began his career at prestigious international accounting firms, including Touche Ross & Co. and Deloitte & Touche, where he developed a strong foundation in advising high-net-worth individuals and closely held businesses—experience that continues to shape the value he brings to clients today.​

Todd is a member of the American Institute of Certified Public Accountants and the Nevada Society of Certified Public Accountants.​

Outside of his professional work, Todd is active in his community. He served in various leadership capacities for Scouts of America including earning the Silver Beaver, attending Philmont leadership and Woodbadge. Served on the Eagle Scout Board including being an Eagle Scout himself. He has also enjoyed coaching youth soccer, basketball, and baseball in local recreation leagues, currently coaching his grandchildren in soccer.