Here's What You Get on the Call
30 minutes. One real conversation. Zero sales pressure.
✓ A clear breakdown of what your business actually needs (bookkeeping, payroll, tax planning, or all three)
✓ A fixed monthly quote so you know exactly what you'll pay. No surprises, no hourly billing games
✓ Honest answers about where your books or returns are leaking money
✓ A plan you can take with you, even if you decide not to work with us
Real CPAs With Fortune 500 Backgrounds
Our founders spent 15+ years inside Fortune 500 finance departments before starting Refined Tax. You get that level of expertise without the Fortune 500 invoice.
One Firm. All Your Numbers.
Bookkeeping, payroll, AR/AP, tax prep, and tax planning under one roof. You stop chasing three different vendors and one CPA who never calls back.
Flat-Fee Pricing. No Surprise Invoices.
Every quote is a fixed monthly number. No hourly billing, no junk fees, no "consultation charges" when you ask a question. You know what you'll pay before you sign anything.
How It Works
01
Book the Call
Pick a 30-minute slot on our calendar or fill out the form. Takes 2 minutes.
02
We Talk Through Your Situation
Tell us where you are. We tell you what makes sense and quote a flat monthly fee.
03
You Decide What's Next
Hire us, take the plan and go, or sleep on it. No pressure, no follow-up spam.
How much do your services cost?
Are you actually licensed CPAs?
I'm an individual, not a business. Is this for me?
Do you work with clients outside Utah?
What if I'm not ready to commit?
How fast can you respond?
Contact Form
Prefer to Have Us Reach Out?
Drop your info below. We'll text or email you within 1 business day to set up a time.
Direct Contact
Prefer to Reach Out Directly?
We'd love to hear from you.
Phone
Call or Text
(406) 224-1596
Schedule a Consultation
Ready to Stop Wondering If Your Books Are Right?
Get on a call with a real CPA. Walk away with a flat-fee quote and a plan. Whether you hire us or not, you'll know exactly where you stand.Tell us where you are and we will tell you what makes sense.
15+ Years Fortune 500 Experience
Flat-Fee Pricing
Same-Week Response