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smpl Tax & Accounting

smpl Tax & Accounting

Reviews Summary

The consensus from reviews highlights exceptional service with deep tax expertise, business advice, and personalized care. Customers praise quick responses, thorough explanations, and fair pricing. Many appreciate long-term reliability, with multiple mentions of successful audit defenses and stress-free tax handling. The accountant is noted for going beyond basic filings, offering strategic guidance for businesses and individuals. Reviews consistently commend his knowledge, efficiency, and ability to simplify complex tax matters. Several customers emphasize trust, leading to repeated referrals. A few mention resolving IRS issues seamlessly. Overall, he’s regarded as a top-tier professional who delivers value, clarity, and peace of mind.

About This Listing

Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

2940 W Maple Loop Dr #201A

Lehi, Utah 84043

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

Kory at SMPL Tax is an absolute legend when it comes to taxes and business strategy. I?ve worked with him for years, and he?s been more than just a tax guy?he?s been a trusted advisor, helping me save money, prepare for expenses, and grow my businesses. His deep knowledge of tax law and flexibility in working with my ever-changing needs make him invaluable. Whether it?s last-minute tax prep, long-term financial planning, or just answering my questions with patience and expertise, Kory always delivers. If

Kory at SMPL Tax is hands-down the best accountant I?ve ever met. I can?t say enough good things about him. He?s fast, he?s smart, he?s honest?. I run multiple businesses and that makes things complicated - for me at least, but not for him. The tax code is so ridiculous at this point that I don?t know how anyone keeps up. But I?m pretty sure he knows more about taxes than the IRS itself. What really blows me away is just how in-depth his knowledge is. He has even explained to me the evolution of different

Kory was amazing. I always dread doing anything with taxes, and he made a daunting task very pain free and enjoyable. He was on time and worked very quickly (as a mom of two babies I appreciated this a lot). However, I felt like he genuinely cared about my family and cared to get to know us and our situation. His prices can't be beaten for the quality of work you get ( I called about 10 different places prior to going). He was also very quick and responsive with e-mail correspondence. We will surly be

I?m an animator and I started a business with some partners. Kory had been doing my taxes for 6 years, and I scheduled an appointment for him and my partners for advice. He took the time to explain top to bottom ? S corps, C Corps, taxes, payroll, and some good pointers on running a business. We got a notice from the IRS (our fault), and we just gave it to Kory. Three weeks later the IRS abated the penalties just as Kory said they would. He knows his stuff.

Kory Farrer is great! I call him from time-to-time to discuss tax questions and problems that I might have. His flat prices for his service are very reasonable, and the few corrections we had to make on our tax documents last year, he made it a cinch!

We have used Kory Farrer for 3 years now and we appreciate his good work, fair prices, and availability to answer any questions. Much quicker than other CPA's we have worked with, and makes it about as painless as doing taxes can be. Does a great job. Highly recommend.

We are so glad we have Kory to do our taxes. It has eliminated that annual headache and he is so helpful whenever we have random questions. He is very knowledgeable and gets the job done right. We have referred people to him as well because we know he will take good care of them.

I have referred many of my friends to Farrer and Associates with complete confidence that they will not be disappointed. Kory Farrer has helped me with my taxes and business accounting for several years and has kept me out of trouble. I give him my highest recommendations.

I was out of the country when I got an IRS audit notice for $4,200. Kory Farrer argued for me until the IRS gave up and declared ?no change? from what we filed. It?s great to have him in my corner!

My taxes are a bit complicated with income from multiple states. Kory Farrer has done our taxes for 20+ years. I?ve been audited twice, and have won both times. That?s when you know the job is done right? switch? NO WAY.

Kory gave me valuable input on how to grow my business. It was nice that he could relate based on his own experience in growing businesses. Our brainstorming session was productive. Thank you, Kory.

Kory is awesome. He is not just there to file your taxes. He takes time to get to know you and help you get the best return possible.

I was referred to SMPL my a trusted friend. Now I have a trusted tax professional. He didn't just "do my taxes" for me. He took the time to explain to me the why's, what's and how's of the process. On top of this his prices were significantly lower that what I paid last year. I will be referring my friends and coworkers here.

Kory has worked with me for the past few years and has really taken the stress out taxes. He is quick to respond and explains everything very well.

Starting a business has me asking lots of questions. Having someone there to quickly respond to quick questions is extremely helpful. I?m please to have found smpl Tax & Accounting. Kory truly makes tax and accounting ?smpl?.

Very fast response, priced better than competitors, thorough and great to work with!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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