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Monday 10am - 4pm Tuesday 10am - 4pm Wednesday 10am - 4pm Thursday 10am - 4pm Friday 10am - 4pm

The Tax Trio

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United States
Orem, UT
The Tax Trio

We are Professionals you can trust with 20+ years of experience for your personal and business needs. It is not just about tax time.

We are involved, engaged, and are truly personable in as we endeavor to meet our client’s needs. We make it our mission to provide you with an exceptional client experience by our highly skilled and trained professional year-round. We sincerely offer to serve as your partner to help you realize your financial goals.

07/14/2025

Deciding whether to rent or buy a home this year? It's important to consider not only the financial impacts but also the potential tax benefits that come with homeownership. Swipe through for a breakdown of these tax benefits.

07/11/2025

Summer isn’t just for vacations; it’s also an opportunity for small business owners to boost their tax strategy.

Swipe through our summer tax hacks for small businesses. And if you have questions, give our office a call. We're here to help you make every dollar count.

07/09/2025

Sixteen billion login credentials. That’s how massive the latest credential leak is — and it’s a serious wake-up call for anyone with an online account.

This wasn’t a single new breach, but rather a compilation of stolen data from multiple breaches, much of it collected through malware. It includes usernames and passwords from major platforms like Google, Apple, Facebook, and more.

Even if your data wasn’t part of this leak, now’s the time to take action:

✅Update your passwords, especially if you reuse them.
✅Use a password manager to keep your logins unique and secure.
✅Turn on multi-factor authentication — app-based or hardware is best.
✅Consider switching to passkeys where available.
✅Monitor your accounts for unusual activity.

We hope this guidance is helpful for you. And as always, reach out with any questions or needs that develop this summer.

07/07/2025

Thinking about working remotely from a new city or state this summer? Before you set up your laptop in a cozy cabin or beachside rental, there are a few key tax considerations to keep in mind. Swipe to learn more.

07/04/2025

🎆 Three-day weekend alert! 🎆

This Fourth of July is on a Friday, which means an entire weekend of fireworks, BBQ, and family fun! We’re pretty sure the Founding Fathers would approve.

In celebration, our office is closed on July 4th. We’ll be back on Monday, July 7th, ready to assist you. Enjoy the holiday, stay safe, and have a blast!

07/02/2025

Looking to lower your 2025 business tax bill? Now’s the perfect time to put smart strategies in place. Swipe through for five effective mid-year moves that can make a big difference come tax season.

06/30/2025

Summer isn’t just for vacations — it’s the perfect time to take proactive steps that could lead to big tax savings for your business. Swipe through for a few mid-year tax strategies to consider.

06/23/2025

Payroll is full of surprising facts and hidden complexities, so we thought we would test our network’s knowledge of a few key pieces of payroll trivia.

Grab your (metaphorical!) no. 2 pencils, and swipe to begin this pop quiz! Let us know how you did in the comments, and reach out if you’re interested in exploring how our payroll services can benefit your business.

06/16/2025

Running your own business or juggling a side hustle? Don't let tax season catch you off guard! Swipe through for some key strategies to maximize your savings and keep more of your hard-earned money.

06/15/2025

This Father’s Day, we celebrate the fathers, grandfathers, and father figures who guide, support, and inspire us. Their wisdom and love help shape families and communities in meaningful ways.

Whether you're making new memories or cherishing old ones, we hope your day is filled with gratitude and joy. Happy Father’s Day!

06/12/2025

Picking up a second job or side gig this summer? If you’re already employed and now earning extra income, it’s important to revisit your W-4 to avoid under-withholding and a surprise tax bill next spring. Swipe through for what to consider.

06/09/2025

With tax season behind us and June marking National Homeownership Month, now is a great time to explore the tax benefits that come with owning a home! From mortgage interest deductions to energy-efficient credits, there are valuable opportunities to maximize your savings — especially as real estate purchases and renovations pick up in the summer months.

Swipe through to learn more, and if you have questions about how these deductions and credits apply to you.

Address

1435 North 1200 West
Orem, UT
84057

Opening Hours

Monday	10am - 4pm
Tuesday	10am - 4pm
Wednesday	10am - 4pm
Thursday	10am - 4pm
Friday	10am - 4pm

Website

https://www.taxtrio.com/

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