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Welcome!

... to my website!  Enjoy the many insightful resources and tax guidance available, along with answers to many FAQs.

Today's world is one of relentless and perplexing change! With a new administration we are looking forward to streamlined changes and tax bracket consolidation, which should be a benefit to millions.  Of course, Congress has to agree, so ... we shall see!  But with the political change in the air, this could be a welcome change.  The real impact of ObamaCare is rippling through people's personal lives with rude awakenings.  Perhaps a repeal and replace can temper the realities of Healthcare costs in a more reasonable manner.  The current way is broken and a half-decade of non-sensical rules and regulations have put yoke around the average taxpayer who has to deal with constant Healthcare.gov adjustments, notices, and mindless tinkering with the complexities of the premium tax credit.  But change is looming in the air ... and the promise of such is a welcome breath of fresh air!

With the Bush 'Tax Extenders' being finally made permanent (8 years later) or with predictable phaseouts, we can see relief in an expected normal 2017 tax season .... and it's taken years to get there!    With that, the IRS released a torrent of new regs (they tout as 'simplified,'  - in realilty, anything but! ) relating to repair vs. maintenance, deminimus asset expensing, unit/asset replacement (ie, roof, furnace, AC) ... and a multitude of elections related thereto. Identity theft! It is here to stay as the daily news is rife with new cases of private and Federal website hackings.   The ACA (Affordable Care Act) penalties increase for 2016 & 2017 and are reality now for those without medical insurance coverage (at least for the short-term).  We must turn the tide and reverse the recent trends, that are distressingly becoming the new standard which make it virtually overwhelmingly complex to intelligently assess and plan our personal and business circumstances -- to effectively use those tax law changes to our benefit. In other words, proactively acting instead of scrambling just to inadequately react! What a difference it would make in our lives!

For the baby-boomer 1946-1964 birth years, 10,000/day average are turning 65 and considering retiring (over 70 million). Licensed in Utah, I can also help you with Medicare insurance and Supplements (Medigap), annual Part D Rx Plans and Medicare Advantage programs; and pre-medicare 'bridge plans;' aging-in when you are ready to go on Medicare ... or switching from a private, individual or group plan(s) into Medicare.

When is the optimum time for me to start taking Social Security?  Should I wait ... should I 'file and suspend' and collect on my spouse's Social Security benefits?  I can assist you with answering your questions and the recent changes made this year.  The permutations are still almost endless and I can help you focus on obtaining a beneficial answer for your unique tax situation.  Don't pass up the opportunity to sit down together today and review your payment history and assess your Social Security options ... and empower you to make better timely choices regarding your retirement years.  I can provide great insights to the interplay of taxable Social Security, RMD's (Required Minimum Distributions) and Qualified Distribution income ... and help you to plan ahead to avoid needless higher tax brackets on your retirement portfolio nestegg.

Providing guidance to your business on a wide-variety of concerns helps me bring value-added services to your daily operations ... in addition to the ramifications of the ever-changing tax code! 

It is prime time to make an appointment and sit down for tax planning.  Organizers will be mailed out beginning the 1st week of January.  Please use them to prepare for our visit!  E-filing should start by the 3rd week of January.  Due to identity theft, refunds will be slowed this year and generally not available until early February.  Also, many (and uncomfortable) verifying techniques will be implemented this year .. so use your Organizer to come prepared!  Drop me your email address for my monthly newsletter. Hear from you soon!

  • Telephone...
  • (801) 560-6654
  • Fax...
  • (801) 944-5700
  • James B. Whitehead, Jr., CPA
  • 6796 Pineview Circle
  • Salt Lake City, UT 84121

You can also send us a message directly through the contact page of this website.