We make getting your taxes done easy — from traditional face-to-face help to fully hands-off service. Choose the option that fits your schedule and comfort level.
In-Office appointments
Sit down with a tax preparer right here in Sandy, Utah.
Get face-to-face help from one of our experienced tax preparers, senior preparers, or enrolled agents. Bring your documents, ask questions in real time, and leave knowing your taxes are handled right. Ideal if you like personal interaction and want hands-on support throughout the process.
Best for:
• Complex returns
• First-time clients
• People who want a guided, in-person experience
Phone Appointments
Professional tax preparation — no office visit required.
Schedule a time that works for you, upload your documents ahead of time, and we’ll take care of the rest over the phone. We’ll walk you through the final details and answer questions during your call — fast, professional, and totally remote.
Best for:
• Busy schedules
• Remote clients
• Those who prefer not to visit in person
Concierge Tax Service (No Appointment Needed)
Expert tax preparation, without the appointment.
Skip the scheduling and still get the same thorough, professional tax service. Upload, drop off, or mail your documents and complete our intake form. Our experienced team carefully reviews your information, prepares your return, and reaches out with questions or recommendations as needed.
You’ll have the opportunity to review your return and get answers before anything is filed. Nothing is rushed. Nothing is automated. Just careful, personalized tax preparation — on your timeline.
Best for:
• Busy professionals
• Clients who want flexibility without sacrificing quality
• Anyone who prefers fewer meetings but full support