About A+ Taxes
I opened A+ Taxes, based in Nephi, Utah, on June 3, 2024, after gaining extensive knowledge and experience in tax preparation and compliance. My journey began in the late 80's after experiencing an IRS audit due to failure to file taxes for two consecutive years. The lack of filing caused a substantial amount owed, along with penalties and interest and a loss of a small refund. I was frustrated but determined to understand and navigate the complexities of tax laws, I embarked on a path of learning and skill development.
The first year I worked with a CPA in my community 0f Cedar City, UT, learning the basics of tax law and processes. After moving to Wyoming, I honed my expertise in tax preparation and forms, eventually providing services to family, friends, and small businesses over the years. I was asked while teaching in Cheyenne, WY, to work part-time by the owner of Liberty Tax. This is when I found out I really enjoy preparing and assisting clients with their taxes. With firsthand experience as a business owner and involvement in various entrepreneurial ventures, including a web-based S corporation and a family bakery, I gained valuable insights into business taxation. My knowledge has helped business owners and clients structure their taxes for the best results and lowest rates.
After relocating to Texas post-retirement, I sought an employment opportunity with H & R Block. I had to take their tax preparation class to be able to work for the corporation, which I passed, allowing me to work for H & R Block for two years in Texas before moving to Utah. I transferred to Saratoga Springs, UT office and continued to work for the company, gaining more experience. I continued to test and pass H & R Block exams enabling me to build my knowledge base until I was at the highest level--one of their top tax preparers.
Finding the corporation environment not as flexible as I wished (and the driving from Nephi to Saratoga Springs hard on the body) I realized this diverse background has equipped me with comprehensive knowledge of both individual and business taxation requirements that I can bring to A+ Taxes and my clients. Today, A+ Taxes is committed to delivering professional tax services that adhere to legal standards while empowering clients with essential knowledge about their tax obligations. I am available to assist with bookkeeping needs, with my focus being setting up books in relation to tax laws allowing tax preparation for business to be done throughout the year, not just the few weeks before taxes are due. I enjoy working with business and residential clients and am looking forward to meeting more clients in the Nephi area. I enjoy not having to drive again in the winter, come on over to A+ Taxes! Now, you don't have to drive as far either.