Book an Appointment
Select your accountant below to schedule your appointment. New clients can book with the next available CPA here.
Travis Shreeve
Shreeve is available in our Salt Lake and Orem offices.
Travis Landry
Landry is available in our Woods Cross & Salt Lake offices. He is not currently accepting new clients.
Jamie Kartchner
Jamie is a CPA. She is available for phone and in-person appointments (Salt Lake office).
Jeff Burnett
Jeff is a Senior Staff Accountant. He is available for phone appointments.
Clark Bikman
Clark is a Senior Staff Accountant. He is available for phone appointments.
Drop Off Your Tax Documents
Drop off your files in person at one of our four locations. If you prefer, you can also upload them directly to the Client Portal without an in-person visit.
Please note this is NOT a one-on-one appointment with your accountant.