Business Details
Your Trusted Tax Partner in West Jordan, UT
At Advanced Tax Solutions, we specialize in comprehensive tax preparation and strategic planning for individuals and small businesses. Our team of certified professionals brings decades of combined experience to help clients navigate complex tax regulations while maximizing deductions and benefits. Founded on principles of integrity and client-focused service, we maintain rigorous attention to detail in every return we prepare. Our expertise spans individual income tax, business tax strategy, and tax resolution services, supported by continuous education on evolving tax laws.We prioritize responsiveness and transparency, ensuring clients receive timely, accurate guidance tailored to their unique financial situations. With multiple certified public accountants and enrolled agents on staff, we combine technical proficiency with personalized service. Our commitment to excellence has earned us a reputation as a trusted partner in tax management for both personal and business clients in West Jordan and surrounding areas. We measure success by our clients' financial clarity and long-term tax efficiency.
Services
Tax Preparation
Tax Planning
Tax Resolution
Small Business Tax
IRS Representation
Highlights and features
- We offer 10+ years of specialized tax preparation experience
- Our team includes Certified Public Accountants and Enrolled Agents
- We provide personalized tax strategies for individuals and businesses
- Our professionals maintain continuous education on tax law changes
- We guarantee responsive, transparent communication for all clients
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate and timely filing for individuals and businesses. We handle all aspects of income tax returns while identifying legitimate deductions to minimize liability. Our certified professionals use advanced software and maintain strict quality controls to guarantee compliance with current regulations.
Tax Planning
We develop customized tax planning strategies to optimize financial outcomes throughout the year. Our approach considers business structures, investment decisions, and life changes to create proactive tax-saving opportunities. Clients receive ongoing guidance to adapt strategies as tax laws evolve.
Tax Resolution
Our tax resolution specialists assist with IRS audits, back taxes, and collection issues. We negotiate payment plans, offer in compromise submissions, and represent clients during audits. Our goal is to achieve compliant status while minimizing financial impact through proven resolution techniques.
People
Shanna David
Founder/CPA
Certified Public Accountant with 10+ years of tax expertise. Founded Advanced Tax Solutions to provide accessible, high-quality tax services. Specializes in individual and business tax strategy while maintaining active CPA licensure.
Lindsey Cowley
Tax Consultant
Tax planning specialist with 5 years of experience guiding clients through complex regulations. Focuses on maximizing deductions while ensuring compliance. Provides personalized advice to individuals and small business owners.
Sarah Leavitt-Kingston
CPA/Tax Strategist
Certified Public Accountant with 8 years of tax optimization experience. Specializes in reducing business tax liabilities through strategic planning. Maintains active CPA certification and stays current with regulatory changes.
John Fontenot
Enrolled Agent
Enrolled Agent with 6 years of tax resolution expertise. Represents clients before the IRS and develops solutions for tax debt issues. Provides compliant, practical guidance for individuals and businesses.
Questions
What tax services do you offer?
We provide individual and business tax preparation, tax planning, IRS representation, and tax resolution services. Our certified professionals handle all aspects of income tax compliance and strategy.
Are you certified tax professionals?
Yes, our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) authorized to represent taxpayers before the IRS. All staff maintain active certifications and continuing education.
Do you handle business tax filings?
Yes, we specialize in small business tax preparation including corporate returns, payroll tax, and quarterly estimated tax filings. We also provide year-round tax planning for business owners.
How do you handle IRS audits?
Our tax resolution specialists represent clients during IRS audits. We prepare documentation, communicate with the IRS, and ensure proper procedures are followed to achieve the best possible outcome.
What areas do you serve?
We primarily serve West Jordan, Salt Lake City, and surrounding Utah areas. Many tax preparation services can be completed remotely for clients throughout the state.
