Individual · Lehi, Utah County

Individual Tax Preparation in Lehi, Utah

Personal returns prepared by a CPA-led team based right here in Lehi, including equity compensation and 1099 income.

Request a Tax Prep Review (801) 610-9570

Individual Tax Prep for Lehi businesses

Lehi is home to a lot of tech employees and independent professionals, and their returns rarely fit a template. Stock compensation, RSUs, a consulting side income, or a move between states can each change what a return should say.

We prepare federal and Utah personal returns for Lehi taxpayers of every complexity: W-2, 1099, self-employment, investments, rentals, and equity compensation. We look for every credit and deduction you qualify for, then explain the return so there are no surprises.

We are based in Lehi, so a sit-down meeting is easy, and we work remotely when that suits you better. Individual returns start at $325, with final pricing based on complexity, confirmed before we start. Every return includes Protection Plus audit defense.

What's included

Federal and Utah state personal returns
W-2, 1099, self-employment, and investment income
Itemized deductions and credit optimization
Rental, K-1, and multi-state situations
Protection Plus audit defense coverage on every return
E-filing and refund tracking
A plain-English walkthrough of your return

A Lehi detail worth knowing

Equity compensation is common in Lehi, and the withholding on it often falls short of the tax owed. We check that before you file so a vest does not become an April surprise.

Lehi is our home base, so in-person meetings are easy, and we work remotely whenever that is simpler for you.

Why it matters

The difference it makes

Maximize your outcome

A bigger refund or a smaller balance due, with nothing left on the table.

Built for complex returns

Side income, rentals, investments, and multi-state filings are no problem.

No missed credits

We know what to look for so you do not overpay.

A real team that explains it

Understand what you filed and why, not just a number on a screen.

Transparent, up-front pricing

Individual tax preparation starts at $325, with final pricing based on complexity. It is best suited for taxpayers with a small business, rentals, investments, multi-state income, equity comp, or planning needs. We confirm the price before we start.

Request a Tax Prep Review

FAQ

Individual Tax Prep in Lehi

Still unsure? Ask us directly.

Do you handle RSUs and stock compensation for Lehi tech workers?

Yes. We report equity compensation correctly, check whether withholding was enough, and flag it for planning if the gap is large.

Is 5D located in Lehi?

Yes. Lehi is our home base, so you can meet in person, or we can work entirely remotely.

How much does it cost to have my taxes done?

Individual returns start at $325, with final pricing based on complexity. A small business, rentals, investments, multi-state income, or equity comp all add to the picture. We confirm the exact price up front.

Can you handle self-employment or 1099 income?

Yes. Self-employment, 1099 contracting, side businesses, and the related deductions are a core part of what we do.

What is Protection Plus audit defense?

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 the return we filed, Protection Plus provides professional representation support, so you are not facing it alone.

What do I need to bring?

Your income documents (W-2s, 1099s, K-1s), last year's return, and records for deductions like mortgage interest, charitable giving, or business expenses. We will send a simple checklist.

Do you handle prior-year or amended returns?

Yes. We can file late prior-year returns and amend past returns when something was missed.

More for Lehi businesses

Lehi, UT

Individual Tax Prep in nearby cities

We provide individual tax prep across Utah County and the Wasatch Front. See the page for your area, or explore the full Individual Tax Preparation overview.

Individual Tax Prep in Lehi? Let's talk.

Tell us about your Lehi business and we'll walk through exactly how 5D can help.