Tax & Accounting Guidance
Clear answers on individual tax filing, small business bookkeeping, monthly payroll management, and proactive tax mitigation strategies.
Frequently asked questions
What is Webb Financial Advisory?
Webb Financial Advisory is an accounting firm that offers the following services: taxes (preparation, planning & consultations), bookkeeping (current & catch-up) and payroll (live & after-the-fact).
Who does Webb Financial Advisory serve?
We work with individual clients, freelancers, and small businesses looking for clear insights and secure financial foundations
How do we get started working together?
All new clients begin with an initial scheduled phone consultation so we can understand your specific tax or business needs.
Do I have to meet you in person?
We operate primarily online using digital portals, secure messaging, and email for your convenience.
For local clients who prefer face-to-face communication, we offer local in-office meetings by appointment only.
How can I contact you?
You can reach us by:
Phone/Text - 801-762-8338
Email - info@WebbFinancialAdvisory.com.
We are always happy to answer your questions.
Where can I learn more about you?
You can explore other sections of this website, such as the "About Us" page or our blog, to learn more about our company, mission, and team.
📊 Taxes & IRS Compliance
What do I need to provide for my tax preparation?
Individuals should provide all W-2s, 1099s, investment statements, prior year returns and all tax forms received.
Businesses need to provide clear records of income, expenses, and any entity structures.
🔎 General Questions
How do we exchange sensitive financial documents?
We use a secure online client portal where you can safely upload files and digitally sign your completed returns.
Can you handle complex business filings?
Yes, we manage corporate returns, partnership distributions, tax planning, and specialized IRS compliance forms.
What happens if I need an extension on my taxes?
Please notify us at least two weeks before the filing deadline, and we can file a federal and state extension on your behalf.
What do I need to provide for my tax preparation?
Individuals should provide all W-2s, 1099s, investment statements, prior year returns and all tax forms received.
Businesses need to provide clear records of income, expenses, and any entity structures.
Do you provide tax services for clients outside of Utah?
Yes, we can prepare federal and state tax returns for clients located across the United States.
🗒 Bookkeeping & Financial Reporting
Why should my small business outsource bookkeeping?
Monthly updates keep your business organized, track ongoing cash flow, and ensure you are perfectly prepared for tax season.
What information do I need to send you each month?
You will upload your monthly bank statements, credit card statements, and records of business receipts or invoices.
What software platforms do you support?
We utilize industry-standard tools and sync directly with QuickBooks Online, Drake Accounting & Tax software, and major POS platforms, ensuring a seamless data exchange without forcing you to switch existing tools.
How long does a monthly bookkeeping turnaround take?
We reconcile bank statements, balance books, and deliver customized profitability dashboards within 10 to 15 business days through your secure digital portal.
What type of payroll processing do you offer?
We handle After-The-Fact (ATF) payroll tracking and standard payroll processing on schedules that match your business rhythm.
Do you take care of quarterly and annual payroll taxes?
Yes, we calculate, track, and manage federal, state, and local payroll tax compliance filings for your business.
📈 Payroll Services
What type of payroll processing do you offer?
We handle After-The-Fact (ATF) payroll tracking and standard payroll processing on schedules that match your business rhythm.
How do my employees receive their pay stubs?
Employees are given secure access to an online portal where they can view past stubs, current earnings, and annual tax forms.
How do my employees receive their pay stubs?
Employees are given secure access to an online portal where they can view past stubs, current earnings, and annual tax forms.
Can you handle multi-state payroll tax filings?
Yes, we manage complete payroll runs, state tax withholdings, quarterly tax reporting, and local compliance across multiple jurisdictions for modern hybrid teams.
How are combined personal and entity taxes managed?
We integrate owner personal tax returns with entity filings (S-Corp, LLC, or Partnership) to optimize overall tax efficiency, eliminate duplicate reporting, and maximize deductible expenses.
Have a Specific Question?
Our accounting specialists are ready to review your current setup and provide tailored tax, bookkeeping and payroll guidance.
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