We are very happy to offer a variety of appointment types to best serve our clients.
In-Person appointments for new clients can be scheduled by calling us at 801-825-3901 or by clicking on the Blue Appointment button in the menu.
Online appointments are available for clients that would like to upload their tax documents and then let us take it from there. We will then notify you when your tax return is completed and provide additional instructions.
Drop-off appointments are available for clients who would like to hand deliver or mail your tax documents to us. We will then prepare your return and provide instructions on how to complete your return.
No matter what method you are interested in using, Burton-Lyman Tax Service staff will provide individual, personalized attention to your specific tax situation.
Client Forms
To facilitate a timely tax preparation appointment the following forms have been created to ensure we have current information for all our clients. Please complete and print the appropriate forms below and bring them to your appointment. These documents can also be uploaded to your client portal.
All clients should complete the Client Intake Form. If you are planning on Itemizing, are Self Employed or have Rental Properties also download and complete the additional forms.
Client Intake Form – All Clients
Form A for clients who will be Itemizing
Form B for clients with Rental Properties
Form C for clients who are Self-Employed
Client Engagement Letter and Privacy Notification
If you have any questions, please give us a call at 801-825-3901