Ready to talk about working together?

Want to know more about our process?

Step 1- Apply for a Service

First, we need to know a little about you and your needs to ensure we can meet them.
The application process also helps make our discover call MUCH more productive!
The few minutes spent here up front helps in the long run tremendously.

Step 2- Discovery Call

This is where together we will identify your current tax and/or business challenges and goals.
We can ensure that we are a good fit to work together, and get clear on services you’d like
quoted.

Step 3- Proposal

We will send you a proposal for the agreed upon services and timeline, so you can decide
if Wasatch Accounting Solutions is the best partner for you.

Step 4- Onboarding

Hooray!  We’ve decided to work together!  Now it’s time to gather the foundational
information required to help you.  You’ll be invited to the secure portal and given
clear step by step guidance on what we need and what to do!

Step 5- You’re In!

You’re now part of our family.   We will get to work on the services you’ve selected
in the timeline quoted.  We look forward to working with you and your family for many
years!