Welcome to Soulence Tax & Wealth Advisors

We are a full-service accounting firm here to help you reach financial success!​

In Need of Financial Services?

Why wait? We are a full service accounting firm ready to help!

We're Building!

We’re excited to let you know that we’ve started construction on our own building.

 

About Soulence Tax & Wealth Advisors

Vision
Leader in directing small businesses to create a firm financial foundation through Accounting, Tax Strategy, & Wealth services

Mission
To provide customized Accounting, Tax, & Wealth Services to minimize tax liability and grow wealth

Values

Relationships
We build genuine relationships. We support everyone as though they are part of a family; giving each other the benefit of the doubt.

How We Live This:
Welcome everyone with open hearts & minds. Be humble, honest, loyal, and kind; where all are included, respected, & trusted.

Quality
We’re dedicated to deliver high level results that effectively solve business challenges.

How We Live This:
We work hard utilizing effective time management and simple solutions.

Innovation
We bring new solutions to life through challenging the status quo.

How We Live This:
We are creative, curious, open minded, and autonomous as a team.

Extreme Ownership
We believe in creating leaders by taking full responsibility for our actions. Everyone has the power & responsibility to make improvements in any situation.

How We Live This:
Be accountable, dependable, and work as a team to deliver the best results.

Fun
We create meaningful experiences that drive careers where everyone feels valued and fulfilled.

How We Live This:
By creating an enjoyable culture through group activities, praising others, celebrating wins and encouraging comradery.

Services

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Tax Preparation

Tax Preparation

Taxes aren't a one size fit all solution. We take a personalized approach to ensure you're maximizing your deductions. We offer full tax services including individual and business returns.

Bookkeeping

Bookkeeping

You're awesome at your trade, but bookkeeping can be a pain. Let us take care of it for you! We'll give you the insights you need to make business decisions.

Payroll

Payroll

If you own a business you need to pay your employees. But employee wages come with many regulations. We'll make sure you're compliant and your employees are paid accurately.

Wealth Planning

Wealth Planning

We offer a unique blend of tax and wealth planning for all of your investments whether, IRAs, 401ks, investment accounts, life insurance, etc. and how they impact your tax strategy.

Cost Segregation

Cost Segregation

Cost Segregation is a little known tax strategy for people who own commercial property. We can walk you through this process and help you maximize the deductions you can take for your business.

Business Strategy

Business Strategy

From choosing the right entity to analyzing your profit loss statements, our business strategy service will make sure you're minimizing your tax liability.

What our Tax Clients are Saying…

Rebecca Hintze, M.Sc.

dōTERRA Presidential Diamond

"We are so grateful for your help, especially during this challenging time. Our connection with your office has made all the difference as we've navigated this season of change."

Dr. Daniel Knowles

"The team at Soulence Tax and Wealth Advisors always goes over and above. I've been super impressed and then help us save money and make money. Highly recommended."

Carol Christensen

"I want to comment on the Soulence staff. They reminded me of a small and thriving colony of busy bees! Seeing how they interacted with Kathy, I sensed their mutual loyalty and respect, qualities so important in building trust with clients. While I don't look forward to facing my taxes I'm grateful I can turn to you for help from now on!"

Paul Hanson

Paul Hanson Consulting

"Since switching to Soulence years ago, they have literally saved me thousands in taxes. They really know their stuff when it comes to reducing tax liability for their clients. I highly recommend them!
Regards,"

Belinda Jefferson

" Thank you! I am really glad and thankful for your online tax preparation, timely responses, and experience. It's nice to be able to contact a real, pleasant person when I need to!!"

Contact Us:

Contact Info

Phone Number:

​801.571.9900

Fax Number:

888.415.1262

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