Tax Preparation in Provo, UT
Individual and small-business returns, crypto and investment income, plus ITIN applications handled in-house through our IRS Certifying Acceptance Agent (CAA) service.
Tax preparation, ITIN support, and complex returns
Tax filing is not always as simple as entering a W-2 and submitting a return. Sometimes there are multiple income sources, investments, self-employment, digital assets, prior-year issues, or identification requirements that need extra attention.
We help individuals, families, and small businesses prepare and file federal and Utah state returns with a focus on clarity, accuracy, and careful review.
For clients who are not eligible for a Social Security Number, we also assist with ITIN applications. An ITIN may be needed before a return can be filed, depending on the person's tax situation.
As an IRS-authorized Certifying Acceptance Agent, we can review qualifying original identification documents in person, complete the required certification, and return the originals to you at the appointment. This can help avoid mailing important original documents, such as a passport, to the IRS. If you only need the ITIN itself — not a full tax return — see our dedicated ITIN Applications page.
We also work with returns that involve more detailed reporting, including:
- Individual federal and Utah returns
- Self-employment and small business income
- Crypto and digital assets
- Brokerage and investment income
- ITIN applications and Form W-7
- Prior-year returns
- Amended returns
- CAA on-site Your ID never leaves your hands or gets mailed anywhere
- Federal & state Filed together, no separate appointments
- Crypto-ready Comfortable with exchange exports and cost-basis math
- Bilingual Appointments available in English or Spanish
How it works
Book your appointment
Let us know if it's an individual, business, or ITIN/CAA appointment so we prep the right paperwork ahead of time.
Bring your documents
Income documents, prior-year return, and — for ITIN applications — the original identity document (like a passport).
We prepare and review
Your return is prepared, reviewed with you, and any ITIN paperwork is certified on the spot.
Filed
Federal and state returns are filed; ITIN applications are submitted directly to the IRS with your documents returned to you same-day.
Tax prep & ITIN FAQs
What is a Certifying Acceptance Agent (CAA)?
An IRS-authorized reviewer who can verify your original identity documents in person and certify copies for an ITIN application, so you don't mail a passport to the IRS and go without it for weeks.
Who needs an ITIN?
Anyone who needs to file a US tax return but isn't eligible for a Social Security Number — commonly a nonresident spouse or dependent on a joint return, or someone with US-source income who doesn't qualify for an SSN.
Do you file both federal and Utah state returns?
Yes, for individuals and small businesses.
What should I bring to my appointment?
Photo ID, Social Security or ITIN numbers for everyone on the return, all income documents (W-2s, 1099s), last year's return if you have it, and records of any deductions or credits you plan to claim.
Do I have to mail my passport in for an ITIN?
No — that's the whole point of using a CAA. You bring your original passport to your appointment, we verify and certify it in person, and you walk out with it the same day. The IRS never sees the original, only our certified copy.
Do you handle crypto and investment taxes?
Yes. We work with exchange and wallet exports, cost-basis calculations across multiple platforms, staking and mining income, NFT sales, and brokerage investment income — the kind of return a lot of preparers turn away.