Other Services
Business Entity Creation / Consultation Services
The complexities of starting a new business are not always apparent in the beginning. We have had the opportunity to assist hundreds of entrepreneurs set up a business entity that not only helps provide a barrier for personal liability but often allows for certain tax advantages.
Mortgage Services
Preparing individual income tax returns requires a significant amount of personal and financial information. The same is true of mortgage loan applications. In combining these two services we are able to significantly reduce the complexity and inconvenience of the mortgage loan application process.
We have partnered with Brett Stimpson of First Mortage of Utah, to conveniently assist our clients in this very important aspect of individual finance.
Financial Services
Financial planning, especially that of retirement planning is almost inseparable from tax planning.
We have partnered with Colton Reading of MassMutual to assist our clients in their financial planning needs.
