Kerksiek Tax LC

I'm willing to work with you to stay within your budget. I serve clients of all income levels and abilities to pay. I can offer first-year discounts, if necessary. I also offer a very lucrative referral program. If you successfully refer your friends, family, colleagues, or clients, *******************************************. There is no limit to how many of these referral discounts you can receive.

After obtaining contact information for you as a new client, I send you a link to my google calendar in which you can book a free remote consultation with me to discuss your needs and your particular personal and/or business tax situation. After the consultation, I will send you a secure document upload link so you can share your previous three years of tax returns. Once I load this into my tax software, I will send you another link to my tax software so you can fill out an online tax organizer and upload your current tax "provided by client" documents. Once I have input your return into my tax software and you have signed off on it, I will send you another link to schedule time on my schedule for another meeting to go over your tax return and answer your questions.

I have a bachelor's degree in accounting from BYU-Provo and a law degree from Seattle University School of Law. I am an active CPA and member of the UT bar association.

I spent almost twenty years serving clients and helping them with tax matters. In the last few years, I have decided its time to offer these services through my own company. I'm very glad to have you as clients.

I worked two years for a regional tax preparation firm on the west coast preparing returns for partnerships, medium-sized businesses and high-net-worth individuals, five years for Deloitte Tax (the largest personal services firm in the world) working on fortune 500 companies like Amazon, as well as high-net-worth individuals and other smaller businesses. For the last ten years, I have been living in Utah serving the tax needs of investment partnerships, individuals, and small businesses.

I recently added a medical doctor to my client list. I consulted with him about setting up the proper legal entity, I filed his BOI filings, I filed an S Corp election for him, I amended his personal return from 2023, and I prepared his 2024 personal and business tax returns, including rental properties, schedule C businesses, 1120-S businesses, and advanced investments. This all occurred over a few months just because we started when the IRS had closed e-filing for the year. Your projects will be completed quickly and efficiently if you hire me.

I tell everyone that I meet that is looking for a new CPA and consultant that the whole package is important. I am someone with the right education, experience, and personality to serve their needs.

Take the time to think about the timing of your personal and business situation before you talk to a provider. Are you thinking about starting a new business? Making new complicated investments? Having additional children? Or selling your home? Think about what services you want to ask your service provider to take care of for you. Bookkeeping, payroll, tax preparation, setting up your entity, making your BOI filings, etc. I am a provider that is willing to provide full-service to you, or just providing consulting services as you tackle a lot of these on your own.