801-268-8478

Tax Services

Expert Tax Reduction Planning and Tax Filing without all the stress.

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SERVICE

Intro Call / Quote

What it is:
  • Complimentary 15 minute call
  • Brief review of last years' tax forms & future tax forms you may need
What you get:
  • Estimate for cost to file your taxes
  • Recommendation for tax planning needs
This is for you if:
  • You are a high-income earner
  • You are concerned you are overpaying
  • You are stressed before, during and after tax season
Complimentary (Free)

LIMITED SPOTS AVAILABLE

Book Free Intro Call

SERVICE

Business & Personal Tax Prep / Filing

What it is:
  • Full-service preparation of business and/or personal tax returns
  • Audit-conscious filing at the federal and state level
What you get:
  • CPA w/ tax expertise
  • Strategic review before filing
  • Clear summary of what you owe and why
  • Support if IRS ever decides to audit
This is for you if:
  • You are a high income earner
  • You are busy with no time for tax chaos
  • You want your taxes handled correctly, efficiently, and completely

Personal Returns

Starting at $ 250 / each

Business Returns

Starting at $ 350 each

REQUEST NOW TO ENSURE SERVICE

Request Tax Prep

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SERVICE

Tax Reduction Plan

What it is:
  • Goal based tax planning
  • Review of current & future tax situations
  • 60 minute consultation
  • Done on as-needed basis
What you get:
  • Tax Plan designed to minimize taxes
  • Email Summary with Tax Plan Steps
This is for you if:
  • You are a high-income earner
  • You are curious if you need tax advice

CONSULTATION

$ 150 / hour
Schedule Tax Plan

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SERVICE

Monthly Bookkeeping

What it is:
  • Monthly service to do your accounting books
  • Lets you know where your money is being spent, and the health of your business
  • Done on monthly basis
What you get:
  • Clean Books & Reports
  • Profit & Loss Statement
  • Balance Sheet
This is for you if:
  • You are a business owner
  • Your books are a mess
  • You don't know where your money is going
  • You are unsure if you can make large purchases
  • Your business & personal expenses are mixed

BOOKKEEPING

Starting at $ 250 / month

ACCEPTING NEW CLIENTS

Schedule Onboarding Call

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QUIZ

Tax Efficiency Assessment

What it is:
  • 3 minute, online assessment
  • Shows where your tax strategy stands compared to other high income earners
What you get:
  • Tax Efficiency Report including:
  • Your 7 Dimensions of Taxes
  • Your List of Potential Issues
  • What to do next
This is for you if:
  • You are curious how you stack up against other high-income earners
  • You are unsure if you need a tax professional
Complimentary (Free)
Start Assessment

* Takes 3 Minutes, results are instant

You need a CPA who specializes in high earners.

  • Rental & Investment Properties
  • Business Ownership & Income
  • Stock & Equity Compensation
  • High-income Deductions
  • ...and more
Schedule Your Call
FREE intro call with a CPA. No Obligation

“

I have worked with this firm for nearly a decade.

They have never once made me feel rushed, unimportant, or too busy.

I have relied on their advice for a number of acquisitions, and transactions.

I look forward to the decade to come.

– Joshua J

Financial Advisor, Millcreek UT

🗓️ Book Your Call

👇 Schedule your free intro call directly in my calendar if you’re ready to learn more. 👇 

Let's do this

If you’re still wondering if you need our services, just book a free call.

It’s literally free and only takes 15 minutes.

Continue to Schedule a Call

or call now 801-268-8478