Tax Planning & Preparation

The return is the receipt. The planning is the service.

By the time a return is filed, almost every opportunity to lower it has passed. We work with clients through the year — entity structure, timing of income and purchases, retirement and benefit strategy — so the return simply records decisions that were made well.

What we handle

• Individual tax planning and preparation
• Business returns — sole proprietorships, partnerships, S corps, C corps, LLCs
• Year-round tax strategy and quarterly estimate management
• Entity structure reviews — is your business still in the right wrapper?
• IRS and state correspondence, notices, and representation
• Multi-year cleanup for returns that got away from you

Behind on filings? Start here.

Unfiled years feel worse the longer they sit. We handle back-filings without judgment and negotiate from the strongest position available. The hardest part is the first phone call.

Common questions

Can you help if I've received an IRS notice?

Yes — bring it in unopened if you like. Most notices are resolvable, and quickly, when they're answered properly and on time.

Do you work with clients outside Utah?

Yes. Returns and planning are handled through the secure portal for clients anywhere, with video or phone meetings.