How it works:

Benefits:

1. Fill out our Tax Return Information Sheet with all of your information. Gather all of your tax documents needed to prepare your return using our Tax Preparation Checklist.

Efficient and Convenient

2. Call us at (801) 582-6400 to arrange a time when we can come to your home to pick up your documents at no extra charge to you. This saves you time – no need to run back and forth or wait at the tax preparer’s office. If you have more than four (4) personal tax returns at the same location, you can choose to have the returns prepared at your home so they are finished before we leave. We know your time is important.  

Door-to-door Service Free of Charge.

Professional Treatment and Service.

3. Our tax professionals will have your taxes completed within 48 hours. We focus our time on helping find ways to reduce your tax liability now and in the future! Our professionals use efficient tax software, enabling us to help get you the biggest refund possible. You choose the best refund option for your needs (see refund options below).

Quick Service.

Maximum Refund.

4. Once your tax return is complete, we will call you to schedule a time to deliver your tax file to you. With your approval, we will e-file your return with the IRS in order for you to get your refund quickly. We provide you with a 1-800 number to contact the IRS directly so you can check on the status of your refund as often as you would like.

Quick Refunds.

5. Since we are locally owned, we are able to charge you much less than the national tax preparers, which gives you more money in your pocket! Choose to have your tax preparation fee taken directly from your refund so you do not have any up-front costs.

 Saves you Money.

6. Refer a friend to get their taxes done with ROK Financial and we will give you $10.00 as our way of saying thanks! The $10.00 will be given to you once your referral’s tax return has been filed and paid for.

 Gives you More Money!