Your return, done right. And explained.
Individual, family and small-business returns for South Ogden and Weber County, prepared by people who sit down with you, catch what software misses and explain it in plain English.
- Federal and Utah state returns
- Individuals, families and business owners
- A second look at past returns
- Secure upload through your client portal
Everything you need. Nothing you don't.
Individual & family returns
W-2 jobs, kids, college, retirement income. Federal and Utah, start to finish.
Self-employed & side income
1099 work and side gigs, with every deduction you've earned and none you haven't.
Small-business returns
LLCs and S-Corps are a specialty. Grayce's favorite returns are the complicated ones.
A second look at past returns
Missed credits happen. We can review prior years and amend when it's worth it.
Credits & deductions, found
Child tax credit, education credits, retirement contributions, charitable giving and the Utah credits you qualify for.
A plain-English walkthrough
We go over your return with you before it's filed, so you know what happened and why.
Sound familiar?
“She checked my three previous years' returns and realized that Turbo Tax did not give me the full child tax credit and I got an extra $2500 with amending those returns.”
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.