Utah Tax Preparation & Tax Planning

Debbie and David were haunted with looming back taxes, which indirectly affected David’s San Jose, California dental practice. For several years, tax consultants had put off preparing Debbie and David’s income tax returns and, in many cases, after initial phone calls, those consultants were never even heard from again.

A seasoned certified public accountant, Phil requested a Power of Attorney to piece together the back taxes, and he assured Debbie and David that they may rest easy and that things would all be better, soon.

Within a short time, Phil successfully obtained California Tax Amnesty for Debbie and David, he prepared all of their delinquent income tax returns, and he even took the income tax package to the post office! After a short while, between the IRS and California Franchise Tax Board, Debbie and David received a substantial 4-digit income tax refund!!!

David says, “I knew I didn’t owe back taxes, and Phil proved it! Phil believed what we said and never judged. He was a real pro....”

Now, Debbie says, “We’re all up to date. We’ve already received our Tax Organizer to prepare for this year’s income tax returns and there’s no more stress… Communication is always great, Phil is always accessible, and we trust in his integrity.”

As if to contribute the last word, David proclaimed, “Phil Foster is my hero …”
— David and Debbie C, San Jose, CA

Similarly, Michael and Megan B, just married eleven months prior to finding Phil, were in deep tax trouble and were in serious need of tax help. In their early 20s, it was a frightening matter to have the IRS threaten to levy their bank account for Michael's 2003 income tax debt of $3,784! The IRS was also demanding the filing of the 2004 through 2006 income tax returns, as well as paying up in 30 days!. As if in panic mode, Michael asked if he should make an Offer in Compromise. (Talk about a marriage starting with stress; dealing with tax problems!)

Their choice of tax preparers, Phil secured the Power of Attorney and prepared all of the required tax returns, including the 2007 Income Tax Returns, in less than two weeks, and, instead of owing the IRS $3,784, the IRS owed Michael and Megan a tax refund of $7,780, plus interest! Even better was learning that the Utah State Tax Commission owed them a Utah income tax refund of $1,324! And even better than that was knowing that their $1,200 federal Economic Stimulus Payment would be mailed to them in May 2008!

"Wow! I didn't quite believe it until I actually saw the money in my bank!... We both really, really appreciate that. You have made our lives so much easier and I have nothing but gratitude.... I'll be recommending your tax services for years to come!"
— Michael and Megan B, Salt Lake City, UT

Oh, and, yes, then they planned their honeymoon cruise to each of the Hawaiian Islands!!!

Bonus Tax Advice:

Bright tax planners do not recommend investing hard-earned money in Multilevel Marketing distributorships, ill-founded "business opportunities", and questionable tax shelters, for the sole purpose of getting tax deductions. This is what Dave Ramsey calls a "stupid tax"!

Let Dave Ramsey's Endorsed Local Provider
be Your Choice of Tax Pros!