Tax Planning / Tax Preparation Services
Please call anytime [(801) 572-6684] to set up an appointment for tax planning or to have your income tax return(s) prepared.
If you need a tax organizer, please call and we would be happy to send one to you.
The following files may be useful in gathering information:
Individual Tax Organizer
Business Income & Expenses Form
Business Vehicle Expense Form
Rental Income & Expenses Form
Home Office Worksheet
Additional Information
Basic Tax Tips
- Contribute to employer funded 401(k)s, IRAs, other qualified retirement accounts
- More tips coming soon...
Items needed to prepare personal tax return
- General Information
- Copy of previous year's tax return if new client
- Taxpayer, Spouse, and dependent names, social security numbers, and birthdays
- Address, phone numbers, email address
- Dependent care expenses
- college tuition
- Status changes
- Marriage, separation, divorce, births, death
- Dependents
- Address
- Sold home or other assets
- Income
- All W-2s, 1099s, K-1s, Social Security Statements
- On securities and property sold, include original purchase date and purchase price
- Retirement contributions or distributions
- Itemized Deductions
- Medical Expenses
- Prescriptions
- Health Insurance
- Medical Mileage
- Doctors
- Dentists
- Hospitals
- Contacts, glasses, hearing aids
- Property tax notice
- Mortgage interest statements
- Charitable contribution receipts
- Estimated tax payment dates and amounts
- Copy of voided check for refund direct deposit
