Tools & knowledge.
The same resources we use with our clients, freely available.
Personal Tax Organizer (PDF)
Our comprehensive organizer walks you through everything we'll need to prepare your personal return. Download, fill out, and upload to get started.
DownloadBusiness Tax Organizer (PDF)
For partnerships, S-Corps, and C-Corps. Captures the details we need for your business return alongside your personal filing.
DownloadRental Property Tax Organizer (PDF)
Complete one per rental property. Covers income, expenses, improvements, and everything needed for Schedule E or Form 1065.
DownloadThe Federal Tax Receipt
Your total federal bill printed as a store receipt, split across what the government actually spends money on, right down to the $0.00 on the savings line. Download yours.
Print your receiptOveremployed Tax Estimator
Working multiple W-2 jobs? Project your 2026 April balance from each paystub, count the excess Social Security credit, and get the exact extra withholding per paycheck.
Project your AprilRSU Tax Withholding Calculator
Vesting RSUs this year? Check in two minutes whether the flat 22% federal withholding covers your real bracket, and how big the April gap will be. Free, runs in your browser.
Run the numbersISO AMT Crossover Calculator
How many incentive stock options can you exercise this year without triggering AMT? Find your crossover point and the AMT bill on a full exercise.
Find your crossoverSafe Harbor Estimated Tax Calculator
Find your cheapest IRS safe harbor, what your withholding already covers, and exactly what's left to pay by each 2026 deadline to avoid the underpayment penalty.
Check your coverageSolo 401(k) vs SEP IRA Calculator
Your real 2026 self-employed retirement contribution room under each plan, Keogh math included, with correct coordination for a 401(k) at a day job.
Compare the plansEntity IQ
Our proprietary web app for analyzing S-Corp election viability and filing Form 2553. Built in-house for our clients and the broader community.
VisitSecure Document Portal
The only place to send sensitive documents. Encrypted, audit-logged, and easier than email.
AccessCPA vs. Enrolled Agent
Searching for a CPA in Utah? What each license actually covers, when you truly need a CPA, and when a federally licensed EA is the better fit for tax work.
Read the comparisonTurboTax vs. a Local Tax Pro
Where the software genuinely wins, the returns where a professional recovers multiples of the fee, and the 2026 prices for both, from a firm that sells one side.
Read the comparisonPay Your 1040 Balance Due Online
A six-step walk-through of IRS Direct Pay. Free, secure, and direct from your bank account. No third-party fees, no account to create.
Read guideQuestions we haven't answered?
We publish new guides throughout the year on the topics clients ask about most. If there's something specific you're curious about, just ask.
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