Make an Appointment


Please only schedule an in-person appointment if you are unable to use the Client Portal to upload your tax docs. We are limiting the number of face to face appointments this tax season to avoid the potential spread of the COVID-19 virus. If you have special circumstances, please call 801-683-9232.

Who would you like to make an appointment with?


Travis Shreeve

Works primarily out of the Alpine and Salt Lake offices, with Saturdays available in Ogden.


Travis Landry

Works primarily out of the Woods Cross, Salt Lake, and Ogden offices. 


Lora McDonald

Works primarily out of the

Ogden and Woods Cross offices. 

Tax Docs Drop-off Appointments 

5 Step Process (9).png