CPA Mobile Tax Services – Smart Tax Strategies for Real People
Who we are
About CPA Mobile Tax Services
I have been a CPA since 1987, with over 25 years of experience in financial analysis, Individual, Partnership and S Corporation tax returns. I currently hold active CPA licensures in both Utah and Georgia. I attained my bachelor’s degree in accounting in 1982, and my Master of Business Administration degree in 2005. I have experience working with Turbo Tax as an online tax expert, as well as H&R Block as a Master Tax Advisor. I am a proficient user of Intuit QuickBooks and have experience with accounting for rental and non-rental real estate transactions.
Master the New OBBB Tax Laws and Unlock Every Deduction
- The new $6,000 Senior Deduction
- Tip Income Deduction
- Overtime Deduction
- Vehicle Loan Interest Deduction
- Updated standard deductions & income thresholds
- SALT deduction updates
- QBI / Section 199A
- QSBS (Section 1202) enhancements
Testimonials
Services We Offer
01
Mobile Tax Preparation & Filing (We Come to You!)
Save time and stress with mobile CPA services anywhere in Sandy or south Salt Lake County.
02
OBBB Tax Planning & Optimization
We help you maximize new deductions and avoid hidden phaseouts in the OBBB.
03
Senior Tax Services (Age 65+)
Protect the $6,000 senior deduction, plan around RMDs, Social Security, and IRMAA.
04
High-Income Tax Strategies
Avoid the 35% itemized deduction cap, SALT phaseouts, and Medicare surcharges.
05
Small Business & Contractor Tax Services
LLC/S corp planning, QBI optimization, bookkeeping review, quarterly planning, and Section 1202 guidance.
06
Advisory
Current Year Tax Planning, Review of prior year tax returns, Prior Year IRS Transcript Review, Validation of current year reported income using IRS transcript tools
Why Work with a Certified Public Accountant?
- A CPA Provides strategic financial planning for long-term growth
- CPAs save you time and handle tax complexities
- Year-round support helps you stay proactive with finances.
- Tax Year 2026 Readiness
- Tax Year 2024 Readiness, Uncategorized
- Tax Season 2024, Uncategorized
FAQs
I’m looking for a trustworthy, knowledgeable CPA in Sandy, Utah—any suggestions?CPA Mobile Tax Services is one of the most trusted mobile CPAs in Sandy, offering personalized tax planning, senior tax services, and OBBB expertise.
Absolutely. We specialize in the new senior deduction, tip/overtime deductions, vehicle interest deduction, SALT changes, and more.
We help seniors in Sandy protect the new $6,000 deduction and minimize taxes on retirement income.
We support local LLCs, S corps, and contractors with tax planning and entity optimization.
Sandy, Draper, South Jordan, West Jordan, Midvale, Murray, Cottonwood Heights, Riverton, Herriman, and the south Salt Lake City metro.