- Southern Utah
- (435) 572-7771
- jt@thompsontaxtrust.com
Contact Us
- Southern Utah
- (435) 572-7771
- jt@thompsontaxtrust.com
Clear, proactive tax help for each stage – personal, business and estate. Here to help you keep more – so you can focus on what matters most.
From simple tax returns to complex estates, we make the process clear, easy, and stress-free — so you can keep more for what matters most. Proudly serving our neighbors in St. George, Cedar City, Washington, Hurricane, Ivins, Santa Clara, Enoch, and throughout Southern Utah.
Joalene Thompson, CPA
Proactive, year-round strategy that anticipates change—not just files returns. We optimize deductions, timing of income, payroll and quarterly estimates, and capital gains moves to reduce tax now and in the years ahead.
Protect your legacy with tax-smart planning for wills, trusts, and inheritances. We guide executors and trustees, prepare fiduciary returns (Form 1041), and coordinate with your attorney so assets transfer smoothly and taxes stay minimized—with clear, friendly support at every step.
Helping Utah families keep more—today and tomorrow
Accurate 1040 returns with every eligible credit and deduction, multi-state filing, and fast e-file—plus year-round answers.
LLC/S-Corp returns, quarterly estimates, bookkeeping clean-ups, and tax-ready financial statements that support better decisions.
Proactive strategies for timing income, entity choice, payroll, retirement, and capital gains—so you pay only what you owe.
Fiduciary returns (Form 1041), trust accounting and distributions, and coordination with your attorney to minimize tax.
At Thompson Tax & Trust, count on clear, personable guidance for every stage—personal returns, small-business filings, and estate & trust matters. We explain everything in plain English, and build a year-round plan that reduces surprises, protects your assets, and supports the people who matter most.
Where strategy meets simplicity – and savings follow.
Joalene Thompson, CPA
“Patient, clear, and senior-friendly. They walked me through Social Security and RMD questions, found deductions I’d missed, and handled everything on paper just how I like. Easiest tax season I’ve had.”
“As a new LLC owner, I needed help fast. They set up my S-Corp election, fixed my books, and mapped out quarterly estimates so there are no surprises. Professional, responsive, and affordable.”
“After my father passed, I had no idea where to start. They guided me through the estate, prepared the 1041 return, coordinated with our attorney, and explained each step in plain English. A huge relief.”
“I emailed at 9 pm and had a detailed reply the next morning. Transparent pricing, on-time filing, and practical advice I can actually use. I’ve already referred two friends.”
We’ll reply within 24 business hours. We make it easy….
Principal CPA
Mon–Fri 9–5 • After-hours by appointment • We return all messages within 24 business hours.
CPA firm serving individuals, small businesses, trusts and estates across Southern Utah. Senior-friendly guidance, accurate filings, and year-round planning — all designed to help you keep more for what matters most.
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