Strategic Tax Planning Services in Utah

Why Tax Planning Matters

Planning ahead helps reduce surprises at tax time. By making smart moves before year-end—like timing income and expenses, shifting investments, or setting up retirement plans—you can cut your liability and keep more of what you earn. With Utah’s flat income tax and changing federal rules, our CPAs make sure your strategy works at both state and federal levels.

Year-Round Consultation & Check-ups

Our work doesn’t stop in April. We encourage mid-year and quarterly reviews, adjusting projections and staying on top of tax law changes. Whether you’re buying new equipment, selling a property, or changing jobs, we’re available to discuss tax impacts before you act.

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Business Tax Planning

For business owners across Cache Valley, Ogden, Salt Lake, and Provo, we design tax strategies that make a difference. From choosing the right business entity to deciding salary versus distributions, our CPAs help you run more tax-efficiently. We also advise on retirement plans for owners and employees, depreciation strategies for equipment, and quarterly tax estimates that reduce year-end stress.

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Individual Tax Planning

Personal planning often means managing retirement contributions, charitable giving, education savings, and investment timing. For high-earning families in Utah County or retirees in Washington County, we design strategies that align with your life stage. If you’ve sold a property or received a large gain, we’ll guide you through the best ways to reduce the impact on your taxes.

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Real Estate Tax Strategies

With 70% of our clients in real estate, our planning expertise runs deep. We guide investors through 1031 exchanges, cost segregation studies, and strategies to maximize rental property deductions. We also help explore Opportunity Zone investments for clients who want to reinvest gains while deferring taxes.

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Questions About Tax Planning

  • When is the best time to start?

    Anytime, but especially mid-year and fall when planning opportunities are strongest.

  • Can planning really save money?

    Yes. Structuring income and deductions properly can reduce your liability significantly.

  • Do you coordinate with advisors?

    Yes, we collaborate with financial planners and attorneys to make sure your plan is well rounded.

  • Are there Utah-specific strategies?

    Utah’s flat tax and credits make planning unique. We design strategies that work for both state and federal returns.