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Year-Round Tax Planning

It’s not what you earn – it’s what you keep.

Planning ahead now means keeping more later.

Smart tax management doesn’t happen once a year — it’s an ongoing process. With Thompson Tax & Trust, you’ll gain year-round access to proactive guidance that helps you plan smarter, time your income strategically, and minimize your overall tax burden.

Our Planning Services

Our Approach

We can meet with you as often as you need throughout the year – not just in April – to adjust your plan as laws, income, and goals evolve. The result: less stress, fewer surprises, and more control over your finances. 

Plan smarter. Save more. Worry less.
📅 Schedule a consultation today to create a personalized tax plan that fits your goals.

Helping YOU keep more for what MATTERS

Client Feedback

Testimonials from the people we serve—individuals, small businesses, and estates & trusts—on our responsive service, clear explanations, and on-time results.

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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