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Filing Your Taxes in 5 Easy Steps

5 Step Process (1).png

  1. Letting Us Know- A simple email, call, or text is the easiest way to make us aware of your intentions to have us prepare your tax filings. 

  2. Upload Your Tax Docs- Uploading tax docs into your client portal will be the easiest and fastest way to get the ball rolling on your tax return. If using the portal is not an option for you, we have 3 locations where your tax docs can be dropped off. You can schedule a drop-off in Woods Cross or Salt Lake any day Mon-Fri. If you prefer to drop off your taxes in Ogden, please call 801-683-9232 to schedule your drop-off.

  3. Review Your Return- After your taxes have been prepared and reviewed we will send you a draft copy for you to look over. If you have any questions, you can schedule an appointment to review them in person, over the phone, or via a video conference. 

  4. Sign Your Return & Pay- In order for us to e-file your taxes, we will need signatures by you and your spouse, (if applicable). An invoice will be emailed to you where you can pay with a credit card, ACH, or a check can be mailed to us at 1350 W 2600 S, Woods Cross UT 84087. 

  5. E-file Your Return- Once your returns have been accepted by the IRS and State Agencies, we'll notify you of the acceptance with an e-file confirmation letter in your portal.

We look forward to getting started on your taxes. Click here to schedule an appointment, or call (801) 683-9232.

Client Portal

Click here to log into our client portal


Click here to schedule an appointment.  

How-to Guide

Video Tutorial

How-to Guide

Video Tutorial

If you have any questions or concerns regarding this coming tax season, please don't

hesitate to reach out to us. 

If you have any restrictions that prevent you from meeting with us or getting submitting your documents, please let us know.  We are happy to work around special circumstances. 

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