Start your business on the right foot.
Setup guidance for new ventures: choosing between an LLC and an S-Corp election, getting registered and building your books and tax plan from day one.
- LLC setup guidance
- S-Corp election guidance
- Structure built for tax efficiency and growth
- Books and a tax plan from day one
Everything you need. Nothing you don't.
Pick the right structure
Sole prop, LLC or S-Corp election: what each means for your taxes and your liability.
Get registered
Guidance through Utah registration and your federal EIN so you're official.
S-Corp timing
When an S-Corp election makes sense, and how to make it on time.
Day-one bookkeeping
Accounts, categories and a simple system you'll keep up with.
Know your write-offs
Home office, vehicle, startup costs: what you can deduct and what to track.
A first-year tax plan
Estimated payments and what to expect when your first business return comes due.
Sound familiar?
“She clearly understands the latest tax laws and knew exactly how to structure everything to maximize our return.”
Four steps. Zero guesswork.
Most clients spend more time finding their W-2 than working with us. Here's how it goes.
Book a time
Pick a service and a time online, day or night. Evenings and Saturdays fill fastest in tax season.
Gather your documents
Use the checklist to pull everything together, then upload it to your secure client portal or bring it in.
Sit down with Katie or Grayce
We go through your situation, ask the questions software doesn't, and explain what we find in plain English.
Filed, and still here
Your return gets filed and you get a plan for next year. Questions in July? We're open in July.