TAX RETURNS
If you want your taxes prepared by an experienced CPA firm, you have come to the right place! You can enjoy peace of mind knowing your tax return is filed correctly, optimized to your best interest, and if anything comes up we have your back – audit support is included with every return we prepare. Compare our education, experience, and credentials (About Us) to be confident you are getting the best overall value. You can come to our office in Eagle Mountain or enjoy our services remotely from the comfort of your home.
Pricing Guidelines
Individual Tax Returns
Base Price $325
Examples of Common Additional Items
(Actual prices vary based on complexity)
| Schedule C Business (sole prop/contractor) | $100 – $360 |
| Stock Sales | $70 – $180 |
| Rental Property (new properties additional) | $155 |
| Form K-1 Income (waived if we prepare) | $95 |
| Federal Marketplace Health Insurance | $95 |
| Residential Solar Credit | $155 |
| Additional State | $95 |
Base Price includes: Preparing and e-filing your federal and state return; access to our secure portal for messaging, uploading, storing your tax return and documents, and signing your return; and audit support; Income from W-2 wages, interest & dividends, Social Security, pensions, normal retirement distributions, and unemployment; Deductions for IRA, HSA, educator expenses, student loan interest, medical expenses, property taxes, mortgage interest, and charitable donations; and Credits for children, childcare, and education.
Complex situations will result in higher costs: Some examples include real estate sales, business sales and acquisitions, net operating losses, passive loss limitations, alternative minimum tax, net investment income tax, additional Medicare tax, miscellaneous income, research for special circumstances (dependents, subsidized health insurance, multi-state issues, etc.), lack of documentation/recordkeeping, etc. See Accounting Services for Tax Returns below.
Appointments: Many clients don’t need to meet with a CPA to get started, but if your situation is more complex or you would like to meet first, please contact us at office@dowcpa.com or (801) 753-8540. The first 15 minutes is included with the price of your tax return, additional meeting time will be billed at an hourly rate of $240.
Business Tax Returns
Base Price $600
Our Base Price is for most simple businesses with clean books, with revenue and assets both under $250,000.
Most of our other business tax returns are $900-$4,000, depending on complexity.
Includes LLCs, S corporations, partnerships, and C corporations. A single-member LLC often does not file a business tax return. It is reported on an individual tax return Schedule C (see Individual Tax Returns above) unless it files an S corp election.
See Accounting Services for Tax Returns below.
Accounting Services for Tax Returns
If significant accounting services are needed in order to complete your tax return, it will be an additional cost based on the time required.
If you would like to complete your own accounting, please ensure your expenses are totaled by category for the year (e.g., cost of goods sold, advertising, vehicle expense/mileage, contract labor, meals, office expense, phone, supplies, travel, etc.)
For businesses using QuickBooks or other accounting software
Complete monthly reconciliations for each bank account and credit card account
Address any uncleared transactions on year-end reconciliations
Review Profit & Loss for accuracy
Review Balance Sheet to ensure accurate balances for each account, including Banks, Accounts Receivable, Inventory, Fixed Assets, Loans, Credit Cards, Accounts Payable, Equity, etc.
Our Tax Return Process
Below are the steps to have us complete your tax return. Start with the first one and we’ll walk you through the rest.
- Sign in to Our Client Portal. Sign In with your browser or download the app from the sign in page. New clients, you can set up your own account by clicking Get Started below. If you need help creating your account, send us your name and email address to office@dowcpa.com or text us at (801) 753-8540.
- Sign the Engagement Letter. We will send you an engagement letter for you to review and sign.
- New Clients Pay Retainer. New clients pay a retainer of the base price, with the remainder due upon completion.
- Complete the Tax Organizer. The organizer helps us gather the information we need to reduce back and forth communication so we can get your taxes done quickly and accurately. This will only take about 5-10 minutes to complete.
- Send/Upload Documents. See our Tax Checklists to know what documents you need. You can upload to our Client Portal, drop off at the front desk anytime during office hours, or mail. Many clients don’t need to meet with a CPA to get started, but if your situation is more complex or you would like meet first, please contact us at office@dowcpa.com or (801) 753-8540. The first 15 minutes is included with the price of your tax return, additional meeting time will be billed at an hourly rate of $240.
- Tax Return Preparation. We will prepare your tax return and reach out to you with any questions that come up along the way. Your tax return will be reviewed by a licensed CPA or EA to ensure it is complete, accurate, and optimized to get you the best possible outcome. We may have some basic recommendations for you, and if your situation merits a more in-depth analysis you can always schedule a tax planning consultation outside of tax season as well.
- Review, Sign, & Pay. Once we’re finished, we will send you the results along with the complete return for your review. Then you can pay our invoice, sign your return, and pay your taxes or check the status of your refunds.
- e-File. We will e-file your return once you have paid our invoice and signed your return.
HOURS
Tax Season (January 15 – April 15)
Monday-Friday
9:00 am – 5:00 pm
Off Season (April 16 – January 14)
Monday-Thursday
10:00 am – 4:00 pm