Morkel Financial helps high-income professionals, real-estate investors, and business owners legally reduce taxes, stay compliant, and actually understand their returns.
At Morkel Financial, we help individuals, families, and small businesses navigate taxes with clarity and confidence. Whether your situation is simple or complex — W-2 income, bonuses, self-employment, S-corps, rental properties, or stock-based compensation — you’ll get accurate preparation and long-term tax strategy tailored to your situation.
Based in Mapleton and serving clients throughout Utah County, we also work virtually with taxpayers across the United States. No matter where you live, you’ll receive responsive communication, clear explanations, and a smooth, frustration-free filing process.
What sets us apart is a strategy-first, education-driven approach. You’ll understand why your return looks the way it does, what opportunities you’re missing, and how to reduce your taxes year after year. With white-glove support and year-round guidance, Morkel Financial gives you a level of care that goes far beyond “submit your documents and wait.”
Services Overview
#1
Whether your taxes are simple or complex, we provide clear, accurate, and stress-free tax preparation for individuals and families. From straightforward W-2 filings to returns involving multiple income sources, bonuses, side-hustles, rental properties, or stock-based compensation, you’ll get a smooth process and proactive guidance built around your life.
We take a strategy-first approach to make sure you’re not leaving money on the table. That includes identifying credits and deductions, reviewing past-year filings for missed opportunities, and, if needed, creating a year-round tax plan that helps you avoid surprises every April. If you’ve recently changed jobs, received equity comp, gotten married, bought a home, or had any other major life event, we’ll help you understand exactly how it affects your return.
Our goal is simple: accurate filing, clear communication, and long-term tax savings, free of stress.
#2
We support entrepreneurs, freelancers, and small business owners with comprehensive tax preparation and tax planning, regardless of whether you’re a sole proprietor, LLC, or S-corp. From S-corp tax returns, quarterly estimates, payroll considerations, and year-end strategy, we make sure every part of your business’s financial picture is aligned to reduce your tax burden.
If you’re wondering whether an S-corp election makes sense, how to pay yourself reasonably, or how to structure deductions properly, we’ll walk you through every step. We also help you avoid costly mistakes by reviewing prior-year business returns, evaluating write-offs, and optimizing how your business income flows through to your personal taxes.
With personalized guidance, white-glove communication, and a strategy-first mindset, we help your business stay compliant while building long-term tax efficiency. You can focus on growth, not paperwork.
#3
Real estate investors face unique tax challenges and massive opportunities–when returns are prepared correctly. Whether you own a single rental, manage multiple doors, flip properties, or invest passively, we provide tailored tax preparation and real-estate investor tax strategy designed to maximize after-tax cash flow.
We help you correctly handle depreciation, cost segregation, passive/active loss rules, capital gains, 1031 exchanges, short-term rentals, and the real-estate professional status test. If you’re unsure whether an activity qualifies as a business, or how to structure your properties for tax efficiency, we break it down clearly and create a long-term plan that fits your goals.
Our approach goes beyond plugging numbers into software — we look at the big picture. With clear explanations, long-term planning, and accurate investor-friendly returns, we help you minimize tax liability while growing your real estate portfolio strategically.
How to get tax season done in no time
New clients: Please schedule a complimentary intro consultation here to speak with us and see if we’re the right fit for you.
Once we’ve met with you, please upload all of your required documentation via our secure portal. Please visit our Upload page for further instruction.
Next, schedule a wrap-up appointment here.
Finally, leave it to us. We’ll call you at your appointment time with a copy of your return ready for review.
Why Choose Us?
Quality over quantity
Efficient
We believe our clients' time is precious. We review our practice monthly to optimize customer experience and key processes.
Accurate
When wrapping up a return, we review it line-by-line with clients to ensure they understand exactly what goes into their taxes and how they can benefit from certain deductions, credits, and more.
Available
We're always a call, text, or email away. Other accounting firms will take on more clients than they can truly help. Because we believe in responsible growth, taking care of our existing clients is our top priority.
Reviews
Reach out to see if We're the tax firm for you
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