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
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 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.
Supervising all daily operations of company and client bookkeeping, financials, and ensuring dad is prepped for tax season.
Prepare tax returns, ensure balance sheet and profit and loss are in accordance with stated statements and records.
Manage payroll and bookkeeping to ensure quality service, work closely with clients to ensure their business needs are met.
Process payroll, ensure tax deposits are calculated and paid in a timely manner, and verify payroll liabilities are paid.
Kindly greet customers and efficiently route their questions and needs to the correct department.
Keep the office organized by helping and assisting in day-to-day tasks to ensure smooth operation, process payroll and prepare tax returns.
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.
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.
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.
We love working for ourselves and living the dream! We’d love to help you get there if it’s your dream too!