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For Individuals & Families

Individual Tax Preparation and Planning in Utah

Not basic data entry. Experienced preparation and planning for people whose returns have moving parts. Preparation starts at $325.

Who this is for

Built for returns with moving parts

If your taxes are more than a single W-2, DIY software tends to leave money on the table and risk on the page. This is for people who want it done right, and want to understand it.

  • High-income W-2 earners with equity comp or RSUs
  • Families navigating a major life change
  • Rental property and real estate owners
  • Investors with capital gains, crypto, or K-1s
  • Multi-state filers
  • Self-employed and 1099 earners
  • Anyone with a prior-year issue or an amended return

Protection Plus audit defense, included

Every individual return we prepare includes Protection Plus, a third-party audit defense service. If the IRS or your state sends a qualifying notice or audit inquiry related to your filed return, Protection Plus provides professional representation support, so you are not facing it alone.

Not sure you need a CPA?

See where DIY software stops paying off and a CPA starts saving you more than it costs.

Compare CPA vs TurboTax

Ready for individual tax help?

Complete the Individual Tax Review Form and we'll match you with the right preparation or planning, quoted up front.

Complete the Individual Tax Review Form