Private Tax Solutions

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 avoid

s 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.

Is the traditional 60/40 portfolio strategy losing its edge?Markets are changing, and relying solely on stocks and bonds...
06/30/2026

Is the traditional 60/40 portfolio strategy losing its edge?

Markets are changing, and relying solely on stocks and bonds may no longer provide the same balance they once did. Exploring alternative investments can help diversify, manage risk, and uncover new opportunities for long-term growth.

At Private Tax Solutions, we help you understand strategies that align with your financial goals and plans.

Learn more about alternative investments:
https://privatetaxsolutions.com/tax-planning/alternative-investments-portfolio/

Did you know you may qualify for a tax credit just by saving for retirement?The Retirement Savers Credit is designed to ...
06/27/2026

Did you know you may qualify for a tax credit just by saving for retirement?

The Retirement Savers Credit is designed to reward eligible taxpayers who contribute to qualifying retirement accounts. It can help reduce your tax bill while helping you build a stronger financial future.

If you're already saving or thinking about starting, this valuable tax credit could put more money back in your pocket.

Learn more here: https://privatetaxsolutions.com/retirement-planning/retirement-savers-credit-2026/

Have questions? Our team at Private Tax Solutions is here to help you make informed financial decisions.

The R&D Tax Deadline is July 6th, 2026. Don't let it slip by!Did you know that missing the R&D Tax Credit deadline could...
06/26/2026

The R&D Tax Deadline is July 6th, 2026. Don't let it slip by!

Did you know that missing the R&D Tax Credit deadline could cost your business thousands in valuable savings? πŸ’‘
At Private Tax Solutions, we help you:

βœ… Claim your R&D Tax benefits
βœ… Stay ahead of critical deadlines
βœ… Maximize every eligible credit you deserve

Whether you're a startup or an established business, the R&D Tax Credit can significantly reduce your tax liability, but only if you act in time.

Learn More - https://privatetaxsolutions.com/tax-planning/the-rd-tax-deadline-you-cant-afford-to-miss/

What Is Carried Interest and Why Does It Matter for Your Taxes? Carried interest is how fund managers earn a share of in...
06/25/2026

What Is Carried Interest and Why Does It Matter for Your Taxes?

Carried interest is how fund managers earn a share of investment profits. But it's also one of the most debated topics in tax policy. Critics say it's taxed too lightly, while supporters argue it rewards long-term investment risk. Whether you're an investor, fund manager, or just trying to understand how the tax code works, knowing where you stand on carried interest can make a real difference in your tax strategy.

Read our full guide to learn how carried interest is taxed, who it affects, and what recent policy changes could mean for you.

Learn More: https://privatetaxsolutions.com/tax-planning/carried-interest-tax-guide/

Make Every Dollar Count in RetirementDid you know that the order in which you contribute to your retirement accounts can...
06/15/2026

Make Every Dollar Count in Retirement

Did you know that the order in which you contribute to your retirement accounts can have a significant impact on your long-term savings and tax benefits?

A strategic retirement plan can help you:

βœ… Reduce taxes
βœ… Maximize investment growth
βœ… Build a stronger financial future

Start making smarter retirement decisions today.

Roth vs Traditional 401(k): Which one wins in 2026?The answer isn't the same for everyone; it all comes down to when you...
06/15/2026

Roth vs Traditional 401(k): Which one wins in 2026?

The answer isn't the same for everyone; it all comes down to when you want your tax break.

βœ… Pay taxes now β†’ Roth 401(k)
βœ… Pay taxes later β†’ Traditional 401(k)

Your future income, retirement goals, and long-term financial plan all play a role in making the right call. Don't leave money on the table by choosing blindly! Our experts at Private Tax Solutions are here to help you make smarter contribution decisions today so your tomorrow looks a whole lot brighter.

Learn more: https://privatetaxsolutions.com/retirement-planning/roth-401k-vs-traditional-401k/

Did you know high earners can still enjoy tax-free retirement growth?A Backdoor Roth IRA is one of the smartest legal st...
06/13/2026

Did you know high earners can still enjoy tax-free retirement growth?

A Backdoor Roth IRA is one of the smartest legal strategies available, even if your income is above the standard Roth IRA limits. Skip the income cap, grow your money tax-free, and make conversions work in your favor.

πŸ”— Learn More: https://privatetaxsolutions.com/retirement-planning/backdoor-roth-ira-strategy/

Call us at (801) 923-2781

Thinking about selling your investment property?A 1031 Exchange could help you defer capital gains taxes and keep your i...
06/13/2026

Thinking about selling your investment property?

A 1031 Exchange could help you defer capital gains taxes and keep your investment dollars working for you. Timing, property requirements, and IRS rules matter. Make sure your next move is a smart one.

πŸ“ž Learn More: https://privatetaxsolutions.com/tax-planning/1031-exchange-rules-2026/

Most people think the goal of estate planning is to skip probate entirely. But the real goal? Protecting your assets, yo...
05/28/2026

Most people think the goal of estate planning is to skip probate entirely. But the real goal? Protecting your assets, your family, and your future. A well-structured plan reduces stress, delays, and costly surprises down the road.

Don't leave your loved ones guessing. Plan today so they're protected tomorrow.

Learn more: https://privatetaxsolutions.com/estate-planning/understanding-estate-planning-probate/

πŸ“ž (801) 923-2781
🌐 privatetaxsolutions.com
πŸ“§ [email protected]

Do you know how much of your investment profits you're actually keeping?Most people don't think about taxes until after ...
05/27/2026

Do you know how much of your investment profits you're actually keeping?
Most people don't think about taxes until after they sell, and that's when the surprise hits. Understanding the 2026 Capital Gains Tax Brackets can change that.

Smart timing, strategic sales, and proper planning can save you thousands. Don't let tax season catch you off guard.

Learn More β†’ https://privatetaxsolutions.com/tax-planning/2026-capital-gains-tax-brackets/

πŸ“ž (801) 923-2781

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

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