Tax Time Confidence
Tax Deductions & Credits Maximized
Is this you? Paying “your fair share” when it comes to tax time isn’t a problem for you. You just want to be sure you are not paying $1 more than required.
Maybe you’ve always had tax help, and your tax expert has retired or left the industry. Maybe you’ve always done your own taxes, but life has gotten more complex, and you no longer feel confident that you are helping yourself by not hiring a professional.
Whatever the reason you’re hear, we are so glad you’re here! We are happy to help you get your taxes filed and give you the confidence that you’ve reported income correctly, and maximized deductions & credits so you’re bottom line to Uncle Sam is no more than you legally owe.
An easy process designed to help us, help you
As a virtual firm, we are able to help American’s at tax time all over the country. Our user friendly portal system allows you to do manage your entire tax process right from your computer or mobile device! We offer virtual appointments if you want to chat about your taxes, or personalized video reviews of your tax return once completed, so you can do your part, any day, any time! No schedules to coordinate! Plus- our secure portal messaging system, allows back and forth text style conversation, but in a secure location that is saved with your tax info, you can go back and refer to it anytime!
Choose your level of services based on your goals and needs
“Just the Tax” is just that! Budget friendly tax preparation service, you can feel confident that your taxes were filed accurately and deductions maximized. Need to talk about it? Add a 30 minute meeting with Melissa before or after busy season to go over your specific questions and concerns.
“Prepare & Plan” Been surprised in the past with unexpected tax bills? Let’s make sure that never happens again! All the features of Just the Tax, but with a proactive tax planning tool you can use all year long to monitor your tax obligation and even see how some thing you’re thinking about will change your tax outcome. Includes one 30 minute meeting with our CPA, and portal/email support for TaxPlannerPro.
“Prepare, Plan, Learn & Save” All of the features of Prepare & Plan with a higher level of individualized support. Up to two mid-year tax planning & strategy meetings (30 min each, or one long meeting) to discuss your questions, tax impacts of things you’re planning, and what you can do to proactively lower your tax bill for the year. Cash flow planning for tax time with projected April balance and Q3 & Q4 estimate adjustments to help you manage your tax bill. As well as unlimited email/messaging support.
Just the Tax
Budget Friendly Tax Preparation Services add additional services only when you need it
- Preparation of your Federal & State Tax Returns
- Secure e-file submission to tax agencies
- Clear instructions for Your Action Items once return is completed
- Everything you need to do in a single location, submit, sign and pay
- Messaging that goes out at every stage of the process so there is no wondering when your taxes will be done
- 24/7/365 access to all tax returns & supporting documents
- Estimated Tax Vouchers to eliminate penalties
- Personalized video review of your taxes you can access anytime
- Quarterly emails with tax tips, updates & articles
Prepare & Plan
Added value give you the tools to never be surprised by tax bills again! Our tax planning software will help keep you clear on where you're at.
- Preparation of your Federal & State Tax Returns
- Secure e-file submission to tax agencies
- Clear instructions for Your Action Items once return is completed
- Everything you need to do in a single location, submit, sign and pay
- Messaging that goes out at every stage of the process so there is no wondering when your taxes will be done
- 24/7/365 access to all tax returns & supporting documents
- Estimated Tax Vouchers to eliminate penalties
- Personalized video review of your taxes you can access anytime
- Quarterly emails with tax tips, updates & articles
- 12 months access to TaxPlannerPro (TPP), user friendly tax planning software
- Email support for TPP and access to how to videos
- One mid-year 30 minute virtual meeting with our CPA to get all of your questions answered
- Review of any tax notice received from the IRS or State tax agency
Prepare, Plan, Learn & Save
Our highest level of support. Eliminate tax surprises & get the personalized support you need to make the best decisions to keep your tax bills under control
- Preparation of your Federal & State Tax Returns
- Secure e-file submission to tax agencies
- Clear instructions for Your Action Items once return is completed
- Everything you need to do in a single location, submit, sign and pay
- Messaging that goes out at every stage of the process so there is no wondering when your taxes will be done
- 24/7/365 access to all tax returns & supporting documents
- Estimated Tax Vouchers to eliminate penalties
- Personalized video review of your taxes you can access anytime
- Quarterly emails with tax tips, updates & articles
- 12 months access to TaxPlannerPro (TPP), user friendly tax planning software
- Email support for TPP and access to how to videos
- One mid-year 30 minute virtual meeting with our CPA to get all of your questions answered
- Review of any tax notice received from the IRS or State tax agency
- Unlimited email/messaging support
- Mid-year tax planning session to take a deep dive into what to expect and strategize on changing the out come if needed
- Q4 updates, so you can be confident you know what to expect at tax time
Proven Step by Step Process to Help Up Help You to Get Your Taxes Done
Pick Your Service Level to Get Exactly What You Need
It’s as easy as 1-2-3!
Step One
Complete our New Client Application. This ensures that we are a good fit to work together, often this will include a discovery call before we commit.
Step Two
Onboarding! This process is designed so that you can get us the foundational information we need to get you set up in our systems, so we are ready to help you at tax time. You will also have the opportunity to get familiar with the portal and it’s features before crunch time.
Step Three
Tax Time & Tax Planning! We’re all set to get last year’s taxes filed and do our planning or this year. We have clear processes and instructions to help guide you through what to gather for taxes.
Accuracy First
Every tax return, no matter how “simple” you may think it is, has over 100 steps that we complete before sending it to the tax agency. We are focused on accuracy and opportunities to help you save. Doing our best to ensure that you pay the least amount of tax allowed by law is what we strive for.
Personalized Support Wherever You Are!
Let’s face it, we’re all busy & we love ways to save time
Virtual meetings are a huge time saver for both you and for us! We use Google Meet, so there is no software required to download and everyone can meet from their own location. If you’re at the office, and you spouse is working from home, no problem! We can all still easily meet to discuss your taxes, questions and concerns.
Ready to Find Out How We Can Work Together?
Melissa Calwell, CPA has over 30 years of hands on experience working directly with business owners in both the private sector and through public accounting. Her depth of knowledge and expertise in all areas of back office operations and accounting is the magic of Wasatch Accounting. Years of experience in the field has allowed her to observe and implement solid systems and processes that work and make the tasks of compliance and accounting in your business feel easy!
Contact us today for an assessment on your business and solutions that are designed just for you!
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