Committed to Helping You Eliminate the Uncertainty of Your Tax Outcome
Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we think would be of interest to our clients and visitors (in our Internet Links section).
In the tabs "Individual Tax Info for You", and "Business Tax Info for You" you will find several PDF informational documents and worksheets. You can scroll down and find the various topics and clink the link. Feel free to print or save as needed. In the tab "Tax Organizers", there are fillable (Google Chrome) or printable organizers for business entities and individuals.
Below you will see an APPOINTMENT SCHEDULER. Please proceed as instructed to set up your own appointment. You need to plan on a one hour appointment to review your tax documents with us, as well as have an opportunity to discuss concerns and questions you may have.
To securely exchange confidential information and data, we use FILESHARE. Please scroll down to the FileShare link and upload your information to your client portal (as one large PDF rather than several single page PDFs). We will be notified of your upload and assign your file to our schedule within a couple of days of receiving your information.
We also accept PAYPAL payments for services. Once you have received a final invoice, you can Scroll down and link to PayPal to provide payment. The invoice # is your last name.
If you have any questions or comments, please feel free to call us (801)768-1500 - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
Just a reminder: You do not need to schedule an appointment to drop your information off at the office. (You may want to call the office confirm someone is in to receive your info: we do not have an after-hours drop box at the office)