What we do
Tax preparation for individuals, freelancers, and small businesses — virtual or in person.
Starting from $150–250
Individual tax returns
W-2 employees, retirees, investors, and rental property owners.
What's included
- Federal + state return preparation
- Electronic filing
- Year-round tax questions
Documents to bring
- W-2 forms
- SSNs for dependents
- 1099s (interest, dividends, retirement)
- Mortgage interest statement (Form 1098)
- Charitable donation receipts
- Last year's return (new clients)
Don't have everything? Reach out anyway — we'll help you figure out what to do.
Starting from $250–400
Self-employed & freelancers
Schedule C filers, contractors, gig workers, and sole proprietors.
What's included
- Business income & expense reporting
- Quarterly estimated tax calculations
- Deduction maximization
Documents to bring
- All 1099-NEC forms received
- Income records and invoices
- Business expense logs
- Mileage log
- Home office details (sq. footage)
- Health insurance premiums paid
Don't have everything? Reach out anyway — we'll help you figure out what to do.
Starting from $400+
Small business
S-Corps, LLCs, and partnerships.
What's included
- Business return preparation
- Bookkeeping review
- Financial statements review
Documents to bring
- Profit & loss statement
- Balance sheet
- Payroll records
- All 1099s issued and received
- Prior year business return
Don't have everything? Reach out anyway — we'll help you figure out what to do.
How we work with you
Virtual
- Upload documents securely through our portal
- Review your return over Zoom or phone
- E-sign electronically — no printer needed
- Available to clients anywhere
In-person
- Appointment required — please book in advance
- 1726 South 165 West, Orem, UT 84058
- Extended hours available during tax season
Common questions
Not sure which applies to you?
Book a free consultation and we'll figure it out together.
Book a free consultation