CPA Tax & Accounting

As a Utah-licensed Certified Public Accountant with extensive experience in public accounting, I am dedicated to providing top-notch tax preparation and accounting services to individuals and small businesses. At CPA Tax and Accounting, PLLC, our mission is to offer accurate, efficient, and personalized tax preparation services that cater to your unique needs.

Our Services

At CPA Tax and Accounting, PLLC, we understand that taxes can be complex and overwhelming, especially for small businesses and individuals with complex tax situations. That's why we offer a wide range of services designed to streamline the tax preparation process and ensure your return is accurate and completed in a timely manner.

Tax Preparation Services

Our tax preparation services include:

• File your 1040s, self-employment taxes, and more
• Offer Electronic Filing for quick turnaround
• Provide a free initial consultation with a licensed certified public accountant
• Help you identify and maximize your deductions
• Ensure compliance with state and federal tax laws

Why Choose Us

At CPA Tax and Accounting, PLLC, we pride ourselves on our attention to detail, professional expertise, and friendly service. We understand the importance of accuracy and take the time to review and ensure that your tax return is accurate and completed to the highest standard. We are dedicated to helping you navigate the complex world of taxation and ensuring that you maximize your refund or minimize your tax liability.

Get Organized

To ensure a smooth and efficient tax preparation process, we recommend that you bring the following documents:

• Wage statements/W-2s
• Self-employment business income and expenses/1099-MISC
• Commissions received/paid
• Pension, retirement income/1099-R
• Unemployment income/1099-G
• Canceled Debt Amount/1099-C
• Social Security income/SSA-1099
• IRA contributions
• Statements on the sales of stocks or bonds/1099-B
• Interest and dividend income /1099-INT/1099-DIV
• Lottery or gambling winnings/losses
• State refund amount/1099-G
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of residence
• Medical and dental expenses
• Real estate and personal property taxes
• State or local taxes paid
• Estimated taxes or foreign taxes paid
• Cash and non-cash charitable donations
• Mortgage or home equity loan interest paid/1098
• Unreimbursed employment-related expenses
• Job-related educational expenses
• Educator expenses
• Tuition and Education Fees/1098-T
• Student loan interest/1098-E
• Casualty or theft losses
• Child care expenses and provider information
• Social Security card(s)
• Driver's License(s)
• Dependents' Social Security numbers and dates of birth
• Information concerning your Stimulus payment check
• Last year's Federal and State tax return

Our Priority

At CPA Tax and Accounting, PLLC, our priority is your satisfaction and financial well-being. We understand that taxes can be overwhelming, and that's why we're here to help. Let us take care of your tax preparation needs so you can focus on what matters most to you.