Personal returns prepared and reviewed by a CPA with 26 years of experience, with your return personally reviewed by David from start to finish.
Individual tax preparation should not feel like a guessing game. David Alexander prepares personal returns for taxpayers who want a CPA who reviews their full financial picture, not just a fast e-file service. Every return is prepared and reviewed personally by David, from your first conversation through filing.
Taxpayers with more than a single W-2, investment income, life changes, or multiple income sources benefit from a CPA who looks at the full return rather than just the software's default questions.
Rental property brings depreciation schedules, expense tracking, and reporting requirements that are easy to get wrong. David has prepared returns for property owners and makes sure yours is handled correctly.
A free conversation about your situation, so you know exactly what documents you will need.
Secure gathering of your tax documents ahead of your appointment, on your schedule.
Your return is prepared and personally reviewed by David before anything is filed.
Your return is filed, and you will know exactly what to expect and when.
Most clients need W-2s, 1099s, mortgage interest statements, and records of any rental income or deductions you plan to claim. David will confirm exactly what applies to your situation during your consultation.
Yes. Rental property returns often involve depreciation, expense reporting, basis considerations, and other tax issues that require careful treatment. Rental property taxation is a regular part of David's practice.
Yes. David prepares prior-year and catch-up returns, including situations where multiple years need to be brought current. These can be discussed during your free initial consultation.
A tax return only tells you what already happened. If you want to plan ahead of next filing season instead of reacting to it, David also offers dedicated tax planning and consultation.
Based in the Ogden area, David serves individuals throughout Utah and beyond through convenient virtual consultations.