Tax prep and bookkeeping, done for a flat fee you know before we start.

No, and we say so on the homepage rather than burying it. Xelvon Tax Advisors LLC is not a certified public accounting firm and is not a law firm; nobody here is a CPA, an attorney or an enrolled agent, and we are not licensed by the Utah Board of Accountancy or any state board of accountancy. Returns we prepare for a fee are signed by a paid preparer holding a current IRS Preparer Tax Identification Number (PTIN). Preparing and e-filing federal and state returns, keeping books, running payroll and planning ahead do not require a CPA licence, and that is exactly the work we do. What we do not do is audit, review or compile financial statements, give legal or investment advice, or represent you before the IRS. When a matter needs one of those, we say so early and help you find the right person.

The same way it works in an office, minus the drive. You upload documents to an encrypted portal from your phone or laptop, we ask questions by email or text, and we walk you through the finished return on a phone or video call before anything is filed. You sign electronically. Most clients spend well under an hour of their own time from start to finish.

You will know before we start. Every engagement gets a flat, written quote — no hourly billing and no invoice at the end that is bigger than you expected. Individual returns start at $295 for a W-2 return with the standard deduction, including one state return and e-filing; business returns start at $520. Additional states, extra rental properties, additional K-1s and foreign reporting are priced separately and appear on your quote before you commit. The instant estimator on our pricing page gives you a number in about thirty seconds.

We prepare federal returns for taxpayers anywhere in the United States, and state returns for every state except those listed here. A small number of states license or register tax return preparers, and we do not offer services there until our registration is in place. We cannot currently prepare any returns for residents of Connecticut and New York, where a state preparer registration is required before a firm may prepare returns or advertise. We cannot currently prepare individual income tax returns for residents of Maryland and Oregon; business and fiduciary returns for those states are outside that restriction. If you live in one of these states, call (435) 341-4014 and we will tell you exactly where our registration stands rather than take work we cannot do. We are based in Utah and work with multi-state filers, people who moved mid-year, and remote workers who owe tax in a state they have never set foot in.

If a mathematical or data-entry error made by us causes an IRS or state penalty or interest charge you would not otherwise have owed, we pay that penalty and interest, amend the return at no charge, and handle the correspondence at no charge. It does not cover the underlying tax you legitimately owe, errors caused by information we were not given or were given incorrectly, positions you asked us to take against our advice, or late-filing penalties caused by delays that were not ours. Claims must reach us within 30 days of the notice date and are capped at the greater of the fees paid for that engagement or $2,500 per return. It is not a satisfaction guarantee or a money-back guarantee. The full policy is on our payment and guarantee page.

Yes, and it is more common than you think. We pull your IRS wage and income transcripts to reconstruct what was reported about you, prepare the missing years in order so carryforwards flow correctly, and where the facts support it we prepare a penalty relief request for you to sign. Most people are surprised by how much less it costs than the worry.