TAX RETURNS

4 EASY STEPS

Follow these steps in our Client Portal to have your Tax Return completed

• 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 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.
  You can come to our office in Eagle Mountain or enjoy our services remotely from the comfort of your home.

Packages & Pricing

Base Price                                                            $295

Common Additional Items
Early Retirement Distributions                                         $90
Rental Property (per property)                                         $145
Form K-1 Income (per K-1, waived if we prepare)           $90-180
Stock Sales/RSUs/Options                                              $60-300
Additional State (per state)                                              $90-180
Subsidized Health Insurance (Healthcare.gov)               $90
Residential Solar Credit                                                   $90
Base Price for Dependent Return                                    $65

Schedule C Income (1099/sole-prop/contractor) (per activity)

Income or expenses $0-$5,000                                       $60-120
Income or expenses $5,000-$30,000                              $120-180
Income or expenses $30,000-$100,000                          $240-360
Income or expenses $100,000+                                      $400-600

Accounting Services (see section below)                   $160-240/hour
for Sch C, rentals, or businesses.