Vincent Law

Serves Lehi, UT

35244

Hired 33 times

2 employees

8 years in business

Not yet available

5.0

This pro accepts payments via Cash, Check, and Credit card.

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Credentials

License

License Holder: Daniel Vincent 
License Type: Attorney (UT) 
License number: #15937 
License verified on 7/12/2023 
Valid through 7/12/2025 
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License

License Holder: Daniel Vincent 
License Type: Attorney (OR) 
License number: #231834 
License verified on 7/12/2023 
Valid through 7/12/2025 
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License

License Holder: Daniel Vincent 
License Type: CPA – Certified Public Accountant (UT) 
License number: #10203939-2601 
License verified on 1/8/2025 
Valid through 12/31/2026 
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Background Check

Daniel Vincent 
Completed on 1/7/2025 

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Introduction

Vincent Law is prepared to help you with all your tax and estate planning needs. Daniel K. Vincent, JD, CPA has been assisting taxpayers since 2012, and began providing estate planning services in 2016.

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Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

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You don't want to get surprised with additional fees, so I will give you a flat fee quote up front if at all possible! My first consultation is always free! Some types of work have potential time frames that are more difficult to estimate and may require an hourly fee. In these cases I will try to provide an estimated range up front, and if I think my fees will exceed that range I will let you know as early as possible. Additional circumstances may also result in additional prices. I will always do my best to notify you of additional charges before performing the work.

What is your typical process for working with a new customer?

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I like to have a 30-minute call or in-person meeting to make sure we start out on the same page. This is our chance to get to know each other and for you to know what to expect. You can also ask me about specific concerns you have regarding your situation. If you decide we are a good fit for each other, I will set you up in my secure online portal where we can exchange documents electronically. I'll have you sign an engagement letter detailing the work I will do for you and the cost.

What education and/or training do you have that relates to your work?

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Juris Doctor, 2015, Brigham Young University Master of Accountancy (Taxation Emphasis), 2015, Brigham Young University Bachelor of Science, Accounting, 2015, Brigham Young University Licensed to practice before the Supreme Court of Utah, U.S. District Court for the District of Utah, and the U.S. Tax Court

How did you get started doing this type of work?

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I began preparing tax returns for the IRS Volunteer Income Tax Assistance program, which provides free tax preparation services for low-income individuals. After law school I went to work for a large international accounting firm, where I focused on complex international taxation compliance and planning. I also started providing estate planning services.

What types of customers have you worked with?

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I have helped a range of individuals from students with no job to individuals making over $20 million annually. I have also assisted corporations and partnerships of various sizes.

What advice would you give a customer looking to hire a provider in your area of work?

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The better your records are organized, the faster your estate planner or tax preparer will be able to complete your work (and the more money you will likely save)!

What questions should customers think through before talking to professionals about their project?

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If you are looking for an estate plan, what are your goals for your assets? Even if you feel like you don't own much property yet, do you think you eventually buy a house or vehicle in the future? Who do you want to care for your children if a tragedy should happen? Who do you trust to make health and financial decisions for you if you are temporarily unable?

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