01/12/2024
Just a reminder - we are now located at OSO at 418 N 175 E Suite 110 (next to Smiths on 4th).
The IRS will begin accepting returns on January 29th, 2024.
Please remember that if you are not able to bring your documents into the office you will need to submit them via the Portal. Do not email, text, or mail your documents to us. If you are not familiar with the Portal, please call OSO at 435 554 0181 to set it up. The Portal is a great tool to securely upload your documents if you are unable to come in.
Walk-ins during office hours are always welcome! Please allow for a few minutes for a quick intake process. This ensures we have all of your necessary documents to complete your return.
You can also schedule an appointment for dropping off documents or schedule a consultation if you need additional help or advice.
When you come in, or call to schedule your appointment, please remember to mention you are one of our returning clients to receive a discount on our services. Schedule by Jan 31st for the best discount.
Important documents to bring:
- Current photo ID
- Social security cards, or ITIN documents, for yourself and your dependents
- W-2s, 1099 forms, and any other income documentation including foreign income, K1s, etc
- Self employment documentation including gross receipts, purchases, expenses, assets, etc (if you need a form to fill these out, just ask!)
- Any crypto currency/digital asset documentation
- Rental or freelance income
- Documentation for deductions and credits such as home energy upgrades, tuition statements, student loan interest, charitable contributions, HSA contribution/distribution, etc
- Dependent's identification such as school or daycare records, medical statement, rental contract, etc
Please let us know if you have any additional questions or need clarification. We look forward to seeing you soon!