McCallson Tax & Accounting

Saving Utah businesses & families money and stress

while building relationships

Free Tax Consultation

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Efective Solutions

We work to maximize refunds and reduce tax liability for all of our customers big and small.

Business & Personal

Whether you’re a business owner or just trying to get the savings that your family deserves, we can help.

4 YEARS OF EXPERIENCE

We have prepared over 1,500 tax returns for Utah Valley businesses and families.

Meet Our Team

About Our Company

We provide comprehensive accounting and tax services for businesses and individuals in Utah. We know the joys and difficulties of running a business. We value our clients and build lasting relationships that help us evaluate their needs. Knowing their financial aspirations and current status, we can present strategies to achieve those goals.

MORE ABOUT OUR COMPANY

Lori McCallson

Tax Consultant

Lori has spent the last four tax seasons working side by side with Utah families and business owners to achieve their financial goals. She’s becoming an Enrolled Agent, which will enable her to represent McCallson Tax & Accounting clients before the IRS if an audit should arise.

(801) 923-4594

lori@mccallson.tax

Jim McCallson

Co-Owner

Jim is an Entrepreneur – He has helped start, run and grow two tax offices as the CTO and manager of operations.

Jacob McCallson

Tax Consultant

Jacob is the IT manager for McCallson Tax & Accounting. This is his second tax season as a preparer to ensure software and hardware work properly. He is currently enrolled in college to further his education.

Hurry up! Contact us today and get

FREE 3 YEAR REVIEW
BOOK YOUR CONSULTATION

Services We Provide

Personal Tax Preparation
Business Tax Preparation
Bookkeeping
Payroll

WHY WORK WITH US

Free Review

We would love to look over your past 3 years of tax returns to see if we can do better. The statute of limitations for a refund is 3 years, so let’s get started.

Efficient & Thorough

We prefer to meet you face to face, but if you can’t, we can still get the work done through our secure portal and emails.

Creative Solutions

We look for all deductions that apply to help reduce your tax liability or increase your refund.

Professional & Personalable

We want to know you and your goals so we can help you best. We’ll treat you like part of our family.

Encourage Entrepreneurs

We love working for ourselves and “living the dream’!  We’d love to help you get there, if it’s your dream too!

5 MAIN REASONS TO CHOOSE US

Free Tax Review

We would love to look over your past 3 years of tax returns to see if we can do better. The statute of limitations for a refund is 3 years, so let’s get started.

Efficient & Thorough

We prefer to meet you face to face, but if you can’t, we can still get the work done through our secure portal and emails.

Creative Solutions

We look for all deductions that apply to help reduce your tax liability or increase your refund.

Professional & Personable

We want to know you and your goals so we can help you best. We’ll treat you like part of our family.

Encourage Entrepreneurs

We love working for ourselves and “living the dream’!  We’d love to help you get there, if it’s your dream too!
Kami Evanson
Yearly Client

I have use Lori for my tax preparation for the last two years, she did a wonderful job and was very helpful in explaining things. She also helped me find ways to get the most money back for my refund. She is great! And I would recommend all my friends and family to her.

Armando Roses
Yearly Client

I have had the opportunity to work with Lori and Jim. They’re very easy to work with, understanding and willing to work together to accomplish what’s needed. I would recommend it to all my friends and relatives.

Craig Aulick
Yearly Client

I have known Lori McCallson for 15 years and she has always been fair and honest. She does that which she says and is a true professional.

Dell Rider
Yearly Client

Working with Jim and Lori was great and they helped me get back much more then i though i would. going back next tax season.

Max Bossman
Yearly Client

This is exactly what I needed. Hard working honest people and it’s like my forever place. Won’t be going anywhere else.