Frequently asked questions
Helpful information before you reach out.
For questions specific to your situation, call the office or send a short message.
What should I send through the website form?
Your name, preferred contact method, and a short description of your question. Do not send Social Security numbers, full tax returns, bank account details, or other highly sensitive documents through the public form.
How do I send tax documents securely?
Use the client portal after you have been given access. Do not send sensitive documents through the public contact form.
Where is the firm located?
359 S 1110 W, American Fork, UT 84003. Visit and meeting details will be confirmed with you directly.
What services does the firm provide?
The firm serves personal tax and accounting, business advisory and compliance, and trust and estate planning needs. Service details are available on the services page.
What are the office hours and meeting options?
Hours and meeting options are still to be confirmed. Please call or send a message to discuss your needs.