Bottom Line Bookeeping & Tax

Salt Lake City's Bottom Line Bookeeping & Tax draws a clear line between returns it will file on a client's own and returns that need a professional, and the practice spells out where that line falls.

When a return is simple enough to file alone

The practice sets out its own guidance on do-it-yourself filing. It describes a simple Form 1040 as one with wage income alone, where the filer does not itemize, claims no dependents, adds no further forms and files no state return, and says that kind of return can be filed without help. It advises against self-preparation for returns with small business income, capital gains, education expenses or other complicated items.

Correcting errors and handling IRS notices

The firm says it is willing to be paid to straighten out returns that contain errors and to deal with IRS notices. It presents this as part of a wider offer of expertise and personal service on income tax and accounting issues.

Bookkeeping and accounts support

Alongside tax returns, the practice keeps records and supports clients' accounts, so the figures used for a return match what the business actually recorded during the year.

Writing for people choosing a preparer

The practice also publishes articles on tax subjects, including a piece on how to choose a tax preparer and other topics around personal finance, so readers can compare what to expect before they hire anyone.