Tax work that actually works.
Everything we do falls into four practice areas, and all of it serves one goal: you pay exactly what you owe, and not a dollar more.
Tax Preparation
Accurately and efficiently prepared returns, in our Mapleton office or from the comfort of your home. Upload your documents to our secure portal, and we handle the rest. At your appointment time, we'll walk through the return together, in person or over video. Most of our clients come from Mapleton, Spanish Fork, Orem, and Provo; the portal serves everyone else.
- Individual (Form 1040) returns
- Self-employed & Schedule C filers
- S-Corporation (1120-S) returns
- Partnership (1065) returns
- Rental property & Schedule E
- Multi-state and non-resident filings
Tax Planning
With an ever-changing tax code, you need an advisor who vigilantly searches for ways to cut down your tax bill. We help you navigate complexity and build a personalized plan to maximize savings by identifying deductions, credits, and income-structuring opportunities you may be missing.
- Quarterly estimated tax projections
- Equity compensation (ISOs, ESPPs, RSUs, AMT)
- Retirement contribution optimization
- Roth conversion analysis
- Real estate tax strategy (1031, STR, cost seg)
- Charitable giving & QCD planning
Entity Structuring
Most self-employed business owners overpay self-employment tax. We analyze whether an S-Corp election makes sense for your situation, file Form 2553 when appropriate, and help you navigate reasonable compensation, accountable plans, and the mechanics of running a tax-efficient entity.
- S-Corp election analysis (Form 2553)
- Reasonable compensation studies
- Accountable plan setup
- Entity conversion guidance
- Multi-entity structuring
- Late election relief requests
IRS Representation
As an Enrolled Agent, I hold the highest designation the IRS offers to tax practitioners, granting unlimited rights to represent taxpayers before the Service. Whether you've received a notice, are facing an audit, or need to resolve back taxes, we handle it directly with the IRS on your behalf.
- CP2000 & correspondence audit response
- Office & field audit representation
- Offer in Compromise applications
- Installment agreements
- Penalty abatement requests
- Innocent spouse relief
Where we go deep.
Four niches absorb most of our planning work. If you're in one of them, we have a dedicated playbook, and a dedicated page that walks through it.
S-Corp Election in Utah
Form 2553, reasonable compensation, and 1120-S returns for Utah business owners overpaying self-employment tax.
Business Tax Preparation
S corporation (1120-S) and partnership (1065) returns for businesses in Mapleton, Orem, Spanish Fork, and Provo.
Equity Compensation Tax
RSU, ISO/AMT, ESPP, and 83(b) decisions for Silicon Slopes employees and founders.
Real Estate Investor Tax
1031 exchanges, short-term rentals, cost segregation, and Schedule E rentals for Utah investors.
Start with a conversation.
A short call is the best way to figure out which services fit your situation and whether we're the right firm for the job.