Private Tax Solutions

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Private Tax Solutions Why Choose Private Tax Solutions? Private Tax Solutions makes it easy because no one knows QuickBooks better. We care all year long, not just quarterly.

Smart Solutions and Peace of Mind
Providing cloud accounting and tax services to professional service firms, entrepreneurs, and individuals throughout the United States. We work with our partners at Intuit to make service and development an ongoing process. We can prepare your taxes, but we want to do more. We want to prepare your whole business. Access to up-to-date tax planning assessments avoids unpleasant surprises while letting you plan for big things ahead. You get squeaky clean books with no tax-time rush. We help you formulate tax strategies and plans and set goals for growth. Our partnership with you is a conversation about where you want your business to go. You get your documents with your big picture in mind. Everybody needs a little help sometimes. Taxes can be scary. You may have fallen behind. You may owe arrears you can’t pay. You may have missed filings. Whatever your problem is, we’ve walked through it before with other clients. We know the lay of the land. We can bring you up to date, negotiate settlements and make sure that laws and regulations put in place to protect and help you do just that. Best of all, when you call to talk to us about your worries and fears, you are talking to the individual agent who will negotiate and fight for you. You won’t get a salesman, just honest, experienced advice about what is possible with no surprises. Better information comes from better relationships. Money is the lifeblood of your dream. The Private Tax Solutions team loves where they live and what they do. You are their favorite thing about their day. They will spend the time it takes to understand what you need and suggest new ideas and strategies. Any bookkeeper can figure depreciation on a chair; we help you plan for buying a new one. We want to be your partner in growth for a long time. Your goals are our driving passion. Seeing you succeed is our life's work. Your life is in the cloud. Shouldn't your business be there too? Private Tax Solutions makes QuickBooks do more. You get better utilization of Intuit, apps, and other tools. We offer an optimized, streamlined, tailored QuickBooks experience. Many accounting services can work with QuickBooks, but only Private Tax Solutions makes QuickBooks work with you.

Your Retirement Savings Deserve Careful Protection.Years of saving for retirement can represent a significant part of yo...
10/22/2026

Your Retirement Savings Deserve Careful Protection.

Years of saving for retirement can represent a significant part of your financial future. When transferring funds between retirement accounts, understanding the applicable tax rules is essential to help avoid unnecessary costs and preserve your savings.

Before completing a rollover, consider these important factors:
✓ Reviewing the tax consequences of different rollover options
✓ Understanding applicable transfer deadlines
✓ Checking whether withholding or early distribution taxes may apply
✓ Keeping retirement assets aligned with your long-term financial goals

Proactive asset protection and tax planning can help you make informed decisions when managing your retirement funds. The right approach depends on your account type, circumstances, and applicable tax rules.

Private Tax Solutions offers asset protection, tax planning, estate planning, and retirement planning services to support informed financial decisions at every stage of life.

Learn how to avoid costly tax mistakes when rolling over retirement savings: https://privatetaxsolutions.com/avoiding-costly-tax-mistakes-when-rolling-over-retirement-savings/

Protecting Your Assets Starts With Thoughtful Planning.Building wealth takes time, but ensuring it is managed and transf...
10/22/2026

Protecting Your Assets Starts With Thoughtful Planning.

Building wealth takes time, but ensuring it is managed and transferred effectively requires careful consideration. Trusts can play an important role in asset protection and estate planning, depending on how they are structured and individual circumstances.

Thoughtful financial planning can help families address key priorities, including:
✓ Estate Planning: Organizing wealth transfers and preparing for future generations
✓ Tax Planning: Understanding potential tax implications and exploring suitable strategies
✓ Asset Protection: Considering ways to safeguard assets and manage financial risks
✓ Retirement Planning: Preparing for future financial needs and long-term stability

Understanding the timing and tax implications of trust distributions can help you make informed decisions that align with your broader financial goals.
Private Tax Solutions offers guidance on estate planning, tax planning, asset protection, and retirement planning to help individuals and families make informed financial decisions.

Explore the complete guide to trust distributions and tax planning considerations: https://privatetaxsolutions.com/trust-distributions-explained-timing-tax-implications-and-planning-considerations/

Plan Today to Protect Your Financial FuturePrivate Tax Solutions helps families create proactive tax strategies.Creating...
09/30/2026

Plan Today to Protect Your Financial Future

Private Tax Solutions helps families create proactive tax strategies.

Creating a strong financial future takes more than earning and saving. Proactive tax strategies can help families preserve wealth, manage potential tax challenges, and prepare for important financial transitions.

Planning ahead can help you make informed financial decisions and avoid overlooking opportunities that may affect your family’s long-term goals.

Learn more about proactive tax strategies for your financial future:
https://privatetaxsolutions.com/the-hidden-tax-mistakes-families-make-during-the-great-wealth-transfer/

Building wealth is important. Protecting it is equally important.Many families spend years creating assets but overlook ...
09/23/2026

Building wealth is important. Protecting it is equally important.

Many families spend years creating assets but overlook strategies that can help safeguard their financial future.

Asset protection planning helps families consider:
✓ Protecting valuable assets
✓ Managing financial risks
✓ Creating long-term security
✓ Supporting future generations

A proactive approach can help you make informed decisions before challenges arise.

Learn more about protecting your family’s wealth: https://privatetaxsolutions.com/the-hidden-tax-mistakes-families-make-during-the-great-wealth-transfer/

Trump Accounts: A New Way to Save?A new savings concept is creating buzz - Trump Accounts offer a tax-advantaged way to ...
09/07/2026

Trump Accounts: A New Way to Save?

A new savings concept is creating buzz - Trump Accounts offer a tax-advantaged way to build and grow money for the future.

Understanding how they work can help you make smarter financial decisions and determine whether they may be right for you.

Have questions about tax-advantaged savings strategies? Private Tax Solutions is here to help!

A $665,000 Tax Deduction Lost Over a Documentation Mistake. A charitable donation can be genuine, properly appraised, an...
09/07/2026

A $665,000 Tax Deduction Lost Over a Documentation Mistake. A charitable donation can be genuine, properly appraised, and still result in a denied tax deduction if the required IRS documentation isn't completed correctly.

From Baby Steps to Big Wealth!Welcoming a child is an exciting new chapter, and it’s also a great time to start thinking...
09/07/2026

From Baby Steps to Big Wealth!

Welcoming a child is an exciting new chapter, and it’s also a great time to start thinking about their financial future.

Starting early with the right investment and savings strategies can help give your child a stronger financial foundation for years to come.

Ready to start planning for your child’s financial future?

Is Your Tax Plan Keeping Up?Life changes and your tax strategy should change with them. Major milestones like starting a...
09/07/2026

Is Your Tax Plan Keeping Up?

Life changes and your tax strategy should change with them. Major milestones like starting a business, buying a home, getting married, expanding your family, or preparing for retirement can all impact your tax situation.

Inherited Retirement Accounts in 2026: What You Need to KnowInherited retirement accounts come with important tax and wi...
09/07/2026

Inherited Retirement Accounts in 2026: What You Need to Know

Inherited retirement accounts come with important tax and withdrawal rules, and misunderstanding them could lead to costly tax mistakes.

With changing regulations, knowing when and how much to withdraw can make a significant difference in your overall tax strategy.

Address

1240B E Stringham Avenue #1004
Salt Lake City, UT
84106

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12082278335

Website

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