Southwest Tax Preparation & Bookkeeping is a comprehensive financial and legal services firm specializing in tax preparation, bookkeeping, and estate planning. Since 2013, they have served Southern Utah with a commitment to reducing financial stress for individuals and businesses, offering a unique combination of accounting expertise and legal document preparation under one roof.
Led by Patrick McDonald, JD, a seasoned professional with over three decades of experience and a law degree from the University of Arizona, the firm provides tailored guidance backed by deep expertise in both tax law and business advisory. They cater to individuals seeking personalized tax solutions and businesses requiring entity formation, compliance, and financial management, with a guarantee to match or beat any local competitor’s pricing.
Services Offered
- Tax Preparation Service
- Income Tax Filing
- Complimentary Review and Amendment of Prior Returns
- Audit Support
- Estate Planning
- Legal Document Preparation
- Entity Formation
- Operating Agreements
- Wills
- Trusts
- Powers of Attorney
- Bookkeeping
- Payroll Services
- Financial Advising
- IRS Offers in Compromise Negotiation
- Paralegal Services Provider
- Business Tax Filing
- Financial Planning
Serving Southern Utah since 2013, the firm offers in-person support and leverages its founder’s legal background to provide integrated solutions for both financial and estate planning needs, ensuring clients receive comprehensive care from a trusted local advisor.
