Proactive Tax Planning & Accounting
for Therapists, Realtors & Service-Based Businesses

We work best with growth-minded service professionals who want clarity and proactive guidance—not just “file and forget.” Our core niches include therapists in private practice, Realtors and real estate professionals, landlords/investors, and other service-based business owners.

We provide bookkeeping and tax services—and many clients use both because clean books lead to cleaner tax returns and better planning. That said, you can work with us for tax preparation and/or tax planning even if your bookkeeping is handled elsewhere (as long as it’s reliable).

Tax planning helps you make decisions before December 31—when there’s still time to adjust. Depending on your situation, planning may include things like timing income/expenses, retirement strategies, entity structure, and keeping deductions clean and well documented. The goal is simple: reduce surprises and keep more of what you earn—legally and confidently.

Yes. S Corps can be powerful, but they’re not automatic. We’ll look at your profit level, payroll requirements, admin overhead, and long-term goals to see if an S Corp actually makes financial sense. If it does, we’ll map out what “doing it right” looks like so it doesn’t become a headache.

Yes—many of our clients are outside Utah. We work virtually and can support clients in multiple states, especially Realtors, therapists, and investors whose income or properties cross state lines.

We’re not built for volume. We’re built for clarity, planning, and long-term support. You’ll get proactive guidance, systems that reduce back-and-forth, and a firm that understands the real-world details of how your profession earns income (and what that means for taxes).

You can absolutely work with us for tax prep and planning only. Bookkeeping is optional. If you already have bookkeeping in place, we’ll simply let you know what we need so tax season stays smooth.