*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1665 S 7800 St
West Jordan, Utah 84088
Met with Shanna for our 2025 taxes. She is so patient & knowledgeable. She had everything completed during our appointment. We will be back next year!
Filed my taxes with my husband and I was worried because we had no idea who to go to. Everyone was so nice and Dawson answered all of the questions I had (I had a lot) so glad we made the decision to come here !
Advanced Tax Solutions was a great choice for my new small business. Shanna was so friendly and professional, she really put my mind at ease. My return was handled quickly and I got some great advice about deductions. I couldn't be happier. I will definitely be returning next year.
I am so happy that I found Advanced Tax Solutions. I came to Shanna really last minute... A few days before mothers day I made her aware that I need a CPA because I had to fire my old one. As busy as Shanna was, she still took the time to get on a zoom call with me and review everything in order to make sure I get my taxes filed on time . I cannot express enough how amazing Shanna is! Working with Shanna is so simple. I cannot express how grateful I am for this company. It feels good to work with a C
The service you will get here at ATS is AMAZING!!! Shanna is extremely helpful and patient while guiding you to make the best decisions for your personal and business financial needs. I personally did not know her at first but was recommended from the previous business owner that we purchased the business from, despite the fact it was so easy to work with her and discuss what we needed. If I needed financial advise, she is my go to lady! She works with integrity, honesty and cares for you as if it is her ow
Randal Brunson has prepared my tax returns for several years now and he is wonderful. Thorough and professional. I?m so glad I listened to the recommendations I was given to use Advanced Tax Solutions.
Our family has been seeing Shanna the last few years and she is absolutely amazing. We have been able to bring our children and her office is so accommodating :-) The kiddos are well occupied too. She is very thorough and makes sure nothing gets missed or overlooked. Looking for someone to do your taxes, Shanna is the one to see :-) Thank you Shanna for all you do <3 <3
I run a handyman business and Shanna David has done my taxes for the past few years and she is amazing! she is super friendly great at what she does! she help me figure out all of my deductions to reduce my tax obligation. She is super easy to work with and fairly priced
Won't go anywhere else, ever! Sure, I could do it myself, but Shanna is absolutely amazing! I've compared what I would get back doing it myself Vs what I get back going through ATS, and factoring in the cost of paying Shanna- it's a not even close. I'll happily pay her every year. She's got a nice comfortable office, and she is super easy going. Would recommend every single time.
Shanna with Advanced Tax Solutions was amazing to work with! My husband and I dread getting our taxes done because we almost always owe over $6,000 in addition to what we already paid throughout the year. We even file extensions every year because we just know we are going to end up owing anyway. This is the first year that we used Shanna and it was the best experience I have had yet! She cares about her clients and she never makes you feel like your questions are silly. She made me feel that she worked t
Highly recommend! Shanna was extremely helpful and I am so glad we found this place. My husband and I had no clue how to joint file and Shanna helped us straighten everything out and make sure we had paid all taxes properly for previous years as well.
Shanna is a great CPA. She has done both our personal and business taxes now for 5 years.
We have bought and sold a business and moved states several times over the last few years. Shanna has been there for us for all of it. We only visit with her remotely now, but intend to keep our relationship going for years to come
I am a 1st time small business owner and Shanna worked our numbers and made sure we got everything squared, dotted and crossed and we ended up with a refund this year! I don't remember when I had a company WANT my business and was willing to work for my best interests. If you are looking for a peace of mind come tax season, call Shanna!!!!!!!
I have worked with Randal over the last many years getting my taxes filed. He always ensures a smooth and easy process, while also helping me understand the tax process year after year.
I run and operate a few businesses and for sometime I was looking for a good CPA. By far hands down, the best CPA I have ever had. We have been working with Shanna for the last couple years now and she always goes above and beyond. If your looking for a CPA who knows business and personal tax, I would highly recommend Advanced Tax Solutions!
Shanna is the best. Fast, friendly, and good at saving me money. She did a great job for me so I had her review my previous the years and got me money back on each of them. So great.
Shanna is truly a saint, she?s sweet, patient and great to work with. I never minded taxes until I had a child in a split home, that comes with its own stress remembering what year you get to claim what, plus I own a business. I dragged my feet getting everything together. Then in 2014 I cashed out my 401k. I thought I stressed about taxes before...I ended up not filing for 3 years in a row, I had a few reasons but that?s another story. I became terrified about filing because of the 20% penalty for cashing
I have used Shanna for several years to do my business taxes she has been very helpful and I would highly recommend her to anyone who wants a very competent tax specialist. Five stars for sure !!
Advanced tax solutions is the best! They have been doing my taxes for several years. It's hard to find someone who understands my tax situation and gets me all the deductions I'm entitled too. They are knowledgeable and have given me great advice. I have referred SEVERAL of my friends and coworkers.
I've worked with Shanna and her team for years! She's honest, trustworthy, and hard working. Highly recommend and endorse her for tax returns and strategies!
MY TAXES WERE NEVER FILED!!!! I had a very unfortunate and unprofessional experience this year. I would like to update this and as to the way this has been handled. Shanna made things right and has been very tentative to our situation. Which I really appreciate. I wanted to let everyone know she made it right and made us feel better about the situation. I have been coming here to get my taxes done for about 5 years. I started seeing Shanna the first couple years and as the business grew I was put with anoth
I was facing an enormous tax bill, Shanna showed me how I could restructure my company to save thousands of dollars in tax liability. I highly recommend her to anyone particularly to someone with a small business.
We have been coming here for years we just love the professionalism and promptness. Randall is like family to us know. We love knowing we are in good hands.
Shana is very knowledgeable and extremely efficient. It's a pleasure doing business with her and her staff. I recommend Advance tax solutions to everyone.
Advanced Tax Solutions and Shanna David are fantastic! Very knowledgeable and experienced and provide excellent customer service. I know I can rely on Advanced Tax Solutions and Shanna David for taxes and accounting.
She has been our accountant for a few years now and is the person I call for advice. Shana thanks again for all your help. PS today is the last day to file taxes you can finally sleep in tomorrow ??
I used their service for the first time this week. It was quick, their portal to handle documents was clear and easy to use. Will definitely use their service in the future!
I have heard so many great things from many ppl who go here. I'm glad I made the decision to go. My tax situation has changed a lot these last 2 years and that makes me nervous. Here i found understanding and solutions. I know what to do know and what to expect really really happy i went in.
Advanced Tax Solutions always does a fantastic job for us!! They are great to work with!
She is very personable and has the best interests of the client in mind. She's very knowledgable, affordable and is also very ethical. Plus I love her fun personality!
Shanna is amazing...She stays on top of all the rules and laws and always finds a way to save me money.
Shanna has a passion for helping people save on their taxes! She is very professional and knowledgeable.
They were quick, kind, did the most for me and my small business in deductions. I'm grateful for the service!
I've been coming with Randal Brunson for 2 years now and he's been great!
It's always so easy and fast thank you so much for making it easy for me to get my taxes done!!
We have been going to Shanna for years and have known her even longer. Always a great experience!
Love Love Love Shanna! She does what she says and is priced fair. Quick turn around too.
Shanna helped me so much and had a great attitude the whole time. I would recommend anyone to utilize their services!
Can?t say enough how helpful and kind Shanna was, helped me out tons and was very intelligent, I plan to return for all my tax needs.
Shanna is amazing she helped me when I didn?t think anyone could . Shanna is the best !!!
Shanna does an excellent job on my monthly accounting and my taxes at a fair price.
Recommend doing your taxes here! We love coming to Randal
Both professional and friendly service. Would definitely recommend
Very pleased with ATS! Knowledgeable and easy to talk to. Would recommend to everyone.
Highly recommended! Quick, efficient and knowledgeable. Wish I could give 6 stars!
Best tax place in the state!!!! Friendly and knowledgeable staff. Love it
Very pleasant and amazing people. Excellent very quick service.
Top notch! The best of the best!
Well Done Taxes for our Business
Very friendly company
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.