Book an appointment
Free consultations · In-person or virtual · Available Monday–Friday
1
Pick a time that works for you
Choose a 30- or 60-minute slot from the calendar below. No phone tag required.
2
Tell us a little about your situation
Answer a few quick questions when you book — type of return, any specific concerns. Takes about a minute.
3
We'll come prepared — no surprises
We'll review your notes before the appointment so we can make the most of your time together.
Meet with Hans Andersen, CPA
Founder and lead CPA — 50+ years of experience.
AD
Meet with Adam Daley
Tax preparer — working alongside Hans for 10+ years.
What to expect
BBefore your appointment
- Last year's tax return (if you have it)
- Any tax documents you've received so far (W-2s, 1099s, etc.)
- A list of questions or concerns — nothing is too basic
- Your Social Security number and any dependents' SSNs
DDay of
- Virtual: A Zoom link will be sent to your email. Join from any device — no account needed.
- In-person: Our office is at 1726 South 165 West, Orem, UT 84058. Appointment required.
AAfter
- We'll follow up with a summary of what we discussed and next steps
- If you're ready to proceed, we'll tell you exactly which documents to send
- Most returns are completed within 5–10 business days of receiving all documents