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Where’s my Refund?
72 hours after your return has been filed, you can check the status of your refund online:
Can I get a free consultation?
YES, we offer a FREE 30 min consultation for new clients.
What should I bring to my appointment?
The short answer is all of your tax documents. Here is a comprehensive list along with a copy of our basic organizer. (It's generally for office use only but it might be helpful to see what we are going to ask.)
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How much do you charge?
That is a difficult question to answer without knowing your situation. Most people believe that their return will be simple, but every situation is unique. Even simple forms can take anywhere from a few minutes to several hours; Our partners generally charge about 25% more than our staff accountants allowing you to chose the level of expertise you need. Our philosophy is that if we don’t save you at least as much as we charge, then we are not doing our job right. Here is a list of services we offer along with the range of fees you can expect to see. We also offer discounts for things like having your records organized and referring friends.
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Email consultations – FREE!!!
Individual Returns – Starting at $280
Business Returns – From $380 and up
Bookkeeping Services - $60/hr
IRS representation - $200/hr
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Tax return services include preparation and free e-filing your Federal Return and one free state. In addition, a 1-hour consultation and up to 10 minutes of phone support are included. Electronic copes of your return and direct deposit are also available at no charge.
How do I schedule an appointment?
The best way to schedule is to call or office at (435) 674-9754. One of our helpful assistants
can schedule a convenient time for us to meet.
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What the heck is an Enrolled Agent? (or did you mis-spell CPA)?
Enrolled Agents (EAs) are America's Tax Experts! They were designated by congress 1884 to help citizens claim reparations for property commandeered during the Civil War. This function was expanded to include the income tax when the 16th amendment was ratified in 1913. In fact, until 1936, both attorneys and CPAs were required to sit for the Enrolled Agent exam in order to practice.
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Can I drop off my info without an appointment?
ABSOLUTELY!!! This option is not only convenient for existing clients but can help keep you’re your fees low as well. After we’ve had a chance to review your information, we will contact you to go over the details. You can also contact our office and we can provide a link where you can securely upload your tax documents. Don’t have a scanner? No problem, just take pictures with your phone and send them to us.
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Can I pay my taxes online?
Absolutely! You can pay both the IRS and the state. Here is a short tutorial on how to do that. You can even pay our bill online for a completely contactless experience.
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How do I get a copy of my tax return?
We always provide a copy of your tax return at the time you sign it. If additional copies are needed, just call or email our office and we will be happy to provide you with a copy.
What if I get a letter from the IRS?
Bring it to us! Sometimes the IRS is right, but many times they are not. It’s common for them to bill you for penalties and even taxes that you do not owe! Whenever you receive correspondence of any kind from a taxing authority, we ask that you bring it to our attention so that we can see that it is properly addressed. Even though many notices include a phone number, we generally discourage calling them. Remember that they are trying to get money from you, and we are trying to stop them. They are not your advocate, we are!
I got a call from the IRS, what should I do?
IT’S A SCAM! The IRS The IRS will never call you without sending a letter first. Do not give out any information. Hang up immediately and use this link to report the call to the Treasury Department. The IRS does not accept payment methods such as gift cards or wire transfers. Nor do they involve local police in the enforcement process, or demand that taxes be paid without giving the taxpayer a proper opportunity to question or appeal the amount due.
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