Partnering for Your Financial Success

Comprehensive Tax and Bookkeeping Services
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Tax Services

My tax services are dedicated to maximizing your returns and simplifying the filing process whether you're an individual or small business. With thorough attention to detail, I ensure you get the most from your tax return, navigating complex tax laws that software alone can't always handle. Trust a real expert to get your taxes done right the first time. I offer secure, remote services in Utah and surrounding states, making tax filing convenient and efficient for you.

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BONUS DISCOUNT: Get an additional discount for your tax appointment when you leave a Google Review.

Individual

Starting at $300
Includes:
Federal 1040 return
Schedule A / Itemized deduction
1 State return
1 1-hour consultation
1 digital copy of the tax return
1 year-over-year summary and meeting summary
Refund / balance due bank transfer
Digital document management
Up to 2 digital signatures
Year-round tax support
Book An individual tax appointment

Sole Proprietor

Starting at $400
Includes:
Federal 1040 return
Schedule A / Itemized deduction
1 State return
1 1.5-hour consultation
1 digital copy of the tax return
1 year-over-year summary and meeting summary
Refund / balance due bank transfer
Digital document management
Up to 2 digital signatures
Year-round tax support
1 Schedule C OR Schedule E
Expense and income worksheet
* This package also pertains to a rental or real estate addition
Book A Sole Proprietor or real estate tax appointment

Partnership or S Corp

Starting at $600
Includes:
1 Federal 1065 OR 1120S return
1 State business return
2 1-hour consultation at introduction and final
1 balance sheet worksheet
1 expense and income worksheet
1 year-over-year summary and meeting summary
Digital document management
Refund / balance due bank transfer
Up to 2 digital signatures
Year-round tax support
Book A PArtnership or s corp tax appointment

DISCLAIMER: Price may vary based on the complexity and requirements of the individual or business needs. Initial return fee is due before initiating services and will be invoiced after the first meeting. Accounting and other misc. fees will be due prior to the submission of the tax return. Refunds will not be issued if service has been initiated. Rosewood Tax Services reserves the right to refuse services to anyone or any business.

Bookkeeping Services

My bookkeeping and accounting services are designed to simplify your financial management and support your business growth. I offer personalized assistance tailored to your needs, ensuring that tracking expenses, submitting payroll, and understanding profits are hassle-free. Unlike larger firms, I provide one-on-one support and scalable solutions without unnecessary overhead or complex software. Whether you're thriving or just getting by, we're here to help you make sense of your finances and make informed decisions for a successful future.

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Gold Package

Starting at $4,200 per quarter
Full Service CFO Services give the rapidly growing and established business owners alike the chance to breathe and focus on their passion. Our full service CFO Services means we will take all your accounts, assets and taxes are taken care of in one place. It means you will get regular reports about the financial health of your business and you have someone in your court all year long.
Includes:
Quickbooks onboarding
Expense and transaction recording
Up to 4 bank and credit card reconciliation
General ledger management
Asset / depreciation management
Up to 3 financial reports monthly (profit and loss, cash flow, balance sheet, travel/miles summary, tax summary, or general ledger)
Quarterly account close and reconciliation
Monthly estimated tax submission
Up to 6 30-minute consultations per year
1 federal and state 1065 OR 1120S tax return yearly
* Price may vary based on total revenue, # of accounts, quality of documentation, and other variables.

Silver Package

Starting at $1,500 per quarter
This package is for the small business that is rapidly growing. With more credit cards, business loans and income coming in, let’s make sure your accounting can flow seamlessly into your tax return and make sure you are always compliant with the IRS. By consolidating your accounting and taxes, you can save time and money knowing you just have one person to call. We will meet regularly and I will ensure you always go into tax season knowing you will be taken care of.
Includes:
Quickbooks onboarding
Expense and transaction recording
Up to 4 bank and credit card reconciliation
General ledger management
Up to 3 financial reports quarterly and 3 year end reports (profit and loss, cash flow, balance sheet, travel/miles summary, tax summary, or general ledger)
Quarterly account close and reconciliation
Quarterly estimated tax submission
Up to 5 30-minute consultations per year
1 federal and state 1065 OR 1120S tax return yearly
* Price may vary based on total revenue, # of accounts, quality of documentation, and other variables.

Bronze Package

Starting at $900 per quarter
This package is for up and coming businesses that want to offload the accounting. I will help you keep your business transactions and accounts tidied up and give you quarterly reports to be sure you can see how your business is doing.
Includes:
Quickbooks onboarding
Expense and transaction recording
Up to 2 bank and credit card reconciliation
General ledger management
Up to 2 financial reports quarterly and 2 year end reports (profit and loss, cash flow, balance sheet, travel/miles summary, tax summary, or general ledger)
Quarterly account close and reconciliation
Up to 4 30-minute consultations per year
* Price may vary based on total revenue, # of accounts, quality of documentation, and other variables.

Grow Getter

$350
For New businesses and Small Sole proprietor Businesses. We will help you set up and launch your new business, give you the bookkeeping know how to help you start your business off on the right foot and we are the only Tax firm that not only gives you the accounting tools you need to start but we will check in with you after you have started to make sure you didn’t miss anything and aren't working blind.
Includes:
1 LLC/Entity Registration
1 Expense and Income Tracker
1 Travel tracking worksheet
2 45-minute accounting workshops with meeting notes and summaries

Root of the Problem

Starting at $2,000 per year
For small business owners who need help getting their expenses and accounting information cleaned up and organized. Maybe tax season is coming, maybe your books got out of hand for a while and now feel overwhelmed. Let us help you get your expenses and reports cleaned up so you can confidently walk into your next meeting knowing that you have accurate and complete financial reports.
Includes:
2 1-hour consultations
1 Expense and transaction audit
1 year-over-year tax return integration
1 Travel tracking worksheet
1 Balance sheet worksheet
1 Expense and Income Tracker
* Price may vary based on total revenue, # of accounts, quality of documentation, and other variables.

Add-Ons

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Accounts Payable management
Accounts Receivable and invoice management
Payroll up to 10 employees
Payroll filing and tax submission
Business intelligence and custom
Market pricing analysis
Estimated tax filing

Save time & headaches

Hi, I'm Holly

I live in Utah County, Utah with my husband, two adorable kids, and our pups! I am passionate about helping individuals and small businesses simplify their tax and accounting processes. With a focus on thoroughness and efficiency, I strive to create better systems and educate my clients for smarter financial decisions. Whether you're looking for help with taxes or year-round bookkeeping, I'm here to offer personalized support tailored to your unique needs.

BOOK A TAX APPOINTMENT

1900+

happy clients

5 yrs

of experience

156K

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Working With Me

Collaborative Approach

We work as a team to ensure you get the best possible outcomes for your tax and bookkeeping needs.

Your Advocate

As your advocate, I am dedicated to supporting taxpayers and small businesses every step of the way.

Simplified Solutions

I make the taxes and bookkeeping simple and clear, helping you understand every detail throughout the process.

BOOK A TAX APPOINTMENT

Frequently Asked Questions

If you have specific questions, don't hesitate to reach out to me directly using the button below.
Contact Me
Where can I get a list of tax forms needed to complete my taxes?

If you request a free consultation, we will discuss the documentation and forms needed to complete your taxes. However, the IRS website is fairly easy to navigate and has every form you need available for downloading and printing as well as very good explanations of what each form is for in basic terms. Tax law can be very nuanced and complex, It can be difficult to know if you are doing it right. Finding a trusted Tax preparer is a great way to ensure you are getting the most out of your taxes.

How do I know if I should itemize my deductions or take the standard deduction?

The general rule for individuals is that if your qualified deductions are greater than the standard deduction/filing threshold and you can substantiate your deductions, it is a good idea to itemize your deduction.

I have a limited budget, will I be able to afford your services?

I will strive to find solutions that both fit within your budget and provide the most "bang for your buck". We will work together to get a clear understanding of what your goals, priorities and resources are, then figure out a solution that fits your budget and needs. Whenever I can recommend cheap or free options, I will. I want all small businesses to understand the resources at your disposal.

Why aren't prices listed on your website?

The services listed on my website provide an explanation of possible services and my specialties but are not finite. Each person and business has different needs so each package will be customized to those needs.

Do you charge by the hour or or by project?

I have 4 pricing structures based on the service:

1. Tax services: These are charged per form needed to complete your taxes. Most packages start at $250-450 but will vary based on each situation.

2. Packaged services: These are customized to your businesses specific needs but will be priced as a whole package which may include creation of tools, reports or services as well as a breakdown of the frequency of services requested.

3. Accounting and Service Fees: These fees may vary based on the work needed to correct, collect or structure accounting data. The size of the data set, and the needed insight will vary from situation to situation. Once these needs are assessed, we will reach out to decide to most cost effective solutions.

4. Consultation: If you would like to discuss, receive training, or utilize our expertise outside of our designated packages or initial consultation, additional fees may be applied.

What is "business intelligence"?

Business intelligence is an analytical and data driven approach to getting insight into the trends of your business. These services are often provided only to larger businesses who can hire onsite consultants. However, small businesses often struggle to grow because they have inadequate information about what is and is not working about their sales, marketing, spending, vendor trends, competitor analysis. We strive to help you utilize tools within your range to gain this insight and even provide services to help you research new ways to understand the trends in your business.

Resources

Small Business
(Schedule-C) Worksheet

Download for Free

Itemized Deductions Worksheet

Download for Free

Rental Income (Schedule-E)  Worksheet

Download for Free
Contact Merosewoodtaxservices@gmail.com385.230.7214
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