TAX RETURNS

We are accepting new clients for the new Tax Season!

4 EASY STEPS

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

1. Sign Engagement Letter

Sign Engagement Letter

2. Completely Tax Organizer

Complete Tax Organizer

3. Send/Upload Documents

Send/Upload Documents

4. Review, Sign, & Pay

Review, Sign, & Pay

Our Tax Return Process

If you want your taxes prepared by an experienced CPA, 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 – Unlimited Audit Support is included with every return we prepare. Compare our education, experience, and credentials (see About Us section) 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.

Below are the steps to have us complete your tax return. Start with the first one and we’ll walk you through the rest.

Utah Tax Preparation Services
  • 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

Pricing serves as guidelines for most returns we prepare. 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.

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.

Base Pricing

Our Base Price includes preparing and e-filing your federal and state return, signed by a CPA; access to our secure portal for messaging, uploading, storing your tax return and documents, and signing your return; and Unlimited Audit Support.

It also covers the following items:

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.

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.

 

Our Base Price is $550 for most simple businesses with clean books, up to $250,000 of revenue.
Most of our other business tax returns are $800-$4,000, depending on complexity.
Includes LLCs, S corporations, partnerships, and C corporations.
  • 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 Return – Pricing above) unless it files an S corp election.
  • Accounting Services for Tax Returns are an additional $160-240/hour. See next section.
  • 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.
Utah Tax Preparation Services
Utah Tax Preparation Services

Accounting Services for Tax Returns

If significant accounting services are needed in order to complete your tax return, it will be an additional $160-240/hour.
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.

How We Help You

Preparing and Filing Taxes

Our team of tax experts will help you prepare and file your taxes accurately and efficiently, so you can have peace of mind during tax season. We use our knowledge of the latest tax laws and regulations to ensure that your tax return is in compliance and that you’re taking advantage of all available deductions and credits.

Inform You of Liability and Deduction Options

Our team will work with you to understand your specific tax situation and provide tailored advice on how to minimize your tax liability and take advantage of all available deductions and credits. We stay up-to-date on the latest tax laws and regulations, so you can be confident that we’re providing you with the most current and accurate information.

Help With Tax Audits

If you’re facing a tax audit, our team of experts is here to help. We’ll work with you to gather the necessary information, represent you in front of the tax authorities, and help you resolve any issues in a timely and efficient manner.

Assistance in Managing Your Personal and Business Taxes

Determining the line between business and personal finances can be a challenge, especially if you own and operate a business. We can help you determine what expenses to put on your personal and business tax forms so you can get the best deductions for your circumstances.

Who We Help

We help a diverse array of clients. Our specialty is taxes, and we help just about anyone with them. We are experts of the tax system and know how it applies to individuals and businesses alike.

Here is how we can help you:

Individuals  meeting

Our team of tax experts is here to help you with your personal taxes. Whether you’re a first-time filer or a seasoned taxpayer, we’ll provide you with the support and guidance you need to prepare and file your tax return accurately and efficiently. We stay up-to-date on the latest tax laws and regulations, so you can be confident that we’re providing you with the most current and accurate information.

meeting  Joint Filing Couples

We provide comprehensive tax planning services to help companies prepare for taxes each year and optimize their return.Our team of professional accountants and tax experts use their expertise and knowledge to help businesses with tax planning and making smart financial decisions throughout the year. Our goal is to help clients navigate the complexities of tax season with ease, so they can focus on what they do best.

Entrepreneurs  data

Our team of experts is here to help entrepreneurs with their tax and accounting needs. We understand the unique challenges faced by small business owners, and we provide tailored support and guidance to help you succeed. Whether you need help preparing and filing your tax return or you’re looking for ongoing support and guidance, we’re here to help.

small business taxes   Small Businesses

Our team of experts is here to help small businesses with their tax and accounting needs. From preparing and filing your tax return to providing ongoing support and guidance, we’re here to help you succeed. Whether you’re looking for help with your payroll, bookkeeping, or tax compliance, our team of experts is here to help. With our focus on affordability and quality service, you can trust that we have your best interests

Why Dow Tax & Accounting

Don’t wait until the end of March to get started on your taxes. Contact us today to learn more about how we can help your company submit accurate tax documents and related services!

clock   HOURS
   Tax Season (January 1 – April 15)
   Monday-Friday
   9:00 am – 5:00 pm

                  Off Season (April 16 – December 31)
                  Monday-Thursday
                  10:00 am – 4:00 pm