Accounting firm Swen A. Mortensen, CPA 2292 S Redwood Rd, West Valley City, UT 84119

Services Offered

• Tax Preparation: Expert assistance in filing your personal or business taxes accurately and efficiently.
• Bookkeeping: Comprehensive bookkeeping services to keep your financial records organized and up to date.
• Financial Advisory: Guidance on financial planning, budgeting, and investment strategies to help you secure your financial future.

How Engagements Work

To start working with Swen A. Mortensen, CPA, simply reach out via phone or visit the office. During your initial consultation, you will discuss your financial situation, needs, and goals. Be prepared to provide relevant financial documents such as tax returns, income statements, and expense reports to ensure an accurate assessment of your financial needs.

Helpful Documents to Bring

• Previous year’s tax returns
• W-2 and 1099 forms
• Receipts for deductible expenses
• Bank statements
• Any financial statements from your business (if applicable)

FAQ

• What types of clients do you serve? We serve both individual and business clients, providing tailored accounting services to meet specific needs.
• How often should I have my books reviewed? It’s recommended to have your books reviewed quarterly or annually, depending on the complexity of your finances.
• What is the deadline for filing taxes? The standard deadline for individual tax returns is April 15, though extensions may be requested.
• How do you ensure the accuracy of my financial documents? We utilize best practices and thorough checks to ensure all information is accurate and compliant with the latest tax laws.
• Are you available year-round? Yes, we are available year-round to assist with all your accounting needs, not just during tax season.
• What is your pricing structure? Our pricing is based on the services provided and complexity of the work; we will discuss this in detail during your consultation.
• Do you provide financial planning services? Yes, we offer comprehensive financial planning services to help clients manage their financial futures.
• Can you help with IRS issues? Yes, we can assist with IRS-related issues, including audits and tax disputes.