Your Reliable Accountant

Saving Businesses & Families Money and Stress

Your Reliable Accountant

Saving Businesses & Families Money and
Stress While Building Relationships

Our Mission and Our Vision

Our Mission: Your future plans and goals mean a lot to us at McCallson Tax & Accounting. Our mission is to help educate our clients and build long-lasting professional relationship.

 Our Vision: Exceeding expectations is our joy and passion.

'Your future plans and goals are our priority at McCallson Tax & Accounting'

Secure a Bright Financial Future With Tax Management

Effective Solutions

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

Business and Personal

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

10 Years of Experience

We prepare thousands of tax returns for businesses and families across the United States.

Meet Our Team

Lori McCallson
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.

lori@mccallson.tax

Jim McCallson
Jim McCallson Co-Owner

Supervising all daily operations of company and client bookkeeping, financials, and ensuring dad is prepped for tax season.

jim@mccallson.tax

Jacob McCallson
Jacob McCallson Tax Consultant

Prepare tax returns, ensure balance sheet and profit and loss are in accordance with stated statements and records.

jacob@mccallson.tax

Daniel McCallson
Daniel McCallson Bookkeeping, Accounting

Manage payroll and bookkeeping to ensure quality service, work closely with clients to ensure their business needs are met.

daniel@mccallson.tax

Joshua McCallson
Joshua McCallson Bookkeeping, Payroll

Process payroll, ensure tax deposits are calculated and paid in a timely manner, and verify payroll liabilities are paid.

joshua@mccallson.tax

Charlotte McCallson
Charlotte McCallson Receptionist, Bookkeeping

Kindly greet customers and efficiently route their questions and needs to the correct department.

charlotte@mccallson.tax

Zachary McCallson
Zachary McCallson Tax Preparation, Accounting

Keep the office organized by helping and assisting in day-to-day tasks to ensure smooth operation, process payroll and prepare tax returns.

zach@mccallson.tax

McCallson Tax & Accounting

About Our Company

We provide comprehensive accounting and tax services for businesses and individuals across the nation. 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.

Hurry Up! Contact Us Today and Get a Free Three-Year Review.

5 Main Reasons to Choose Us

Free Tax Review

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

Efficient and Thorough

We prefer to meet you face to face which may be an office visit or through video chat. But if you can't, we utilize modern communication through a secure portal and email.

Creative Solutions

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

Professional and 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 used 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 than i thought 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.