Keep more
of what
you earn.
Tax preparation and year-round planning for business owners, equity-comp earners, and real estate investors, delivered with the care of a firm that knows your name.
Not just a return. A relationship.
The right tax firm doesn't take your information, file your return, and say "see you next year." The right tax firm is deliberate in educating you on where the numbers come from and how to mitigate your liability going forward.
We gladly forsake the better margins of high-volume, cheaply prepared returns if it means we can continually help awesome people reduce their tax burden, year after year.
Built for the complex.
S-Corp Election
Form 2553 filings, reasonable compensation studies, and ongoing 1120-S work for Utah business owners ready to stop overpaying SE tax.
Learn more →Equity Compensation
RSU vesting, ISO exercises and AMT, ESPP qualifying dispositions, and 83(b) elections for Silicon Slopes and beyond.
Learn more →Real Estate Tax
1031 exchanges, short-term rental strategy, cost segregation, and Schedule E rentals for Utah real estate investors.
Learn more →“Ewan is a true professional. He knows his stuff and is a man of complete integrity. I highly recommend him for any and all of your tax and accounting needs.”
Before you reach out.
How much does tax preparation cost?
Fees depend on the complexity of your return. We factor in the number of states, business entities, rental properties, and equity compensation events. Most individual returns fall in a narrow range, and we quote a price range before any work begins so there are no surprises. The fastest way to get an exact number is a short intro call.
Do you charge a flat fee or by the hour?
Tax preparation is billed dependent on the complexity of the return, agreed up front. Tax planning and IRS representation work that requires ongoing strategy are typically year-roud, flat fee engagements. We are not in the business of sending surprise invoices.
How does the virtual process work?
After an intro call, you receive a tax organizer and a secure portal link. You upload your documents through Encyro (encrypted and audit-logged), we prepare the return, and we walk through the finished product together over a video call before anything is filed. The whole process is built around your schedule, not ours.
What documents do I need to send?
It depends on your situation, but our tax organizers (linked from the Resources and Get Started pages) walk you through every common item: W-2s, 1099s, K-1s, brokerage statements, mortgage interest, and so on. If you are a returning client, we already have most of what we need from the prior year.
Let's talk about your next return.
A short conversation is the best way to know if we're the right fit. No pressure, no obligation.