Soulence Tax and Wealth Advisors

  • Services
    • Tax Preparation
    • Bookkeeping
    • Payroll
    • Wealth Planning
    • Cost Segregation
    • Business Strategy
  • Worksheets
    • Engagement Letters >
      • Privacy Statement
      • Individual Engagement Letter
      • Business Engagement Letter
      • Tax Credit Form
      • 2021 Questionnaire
    • Tax Organizers >
      • Individual Organizer
      • Business Organizer
      • Rental Organizer
  • Resources
    • Refund Tracker
    • Deduction Lists >
      • Business Owner
      • Contractors
      • Daycare
      • Farms
      • Medical Professional
      • MLM/Direct Marketing
      • Realtors
      • Rental Property
    • Finance Blog
    • Tax Reminders
  • About
    • Contact
    • Your Team >
      • Christopher Anderson
      • Kathy Anderson
      • Heather Prothero
      • Jeremy Anderson
      • Chris Katsanevas
      • Jacob Martin
      • Brittany Anderson
      • Lissa Adams
      • Diana Anderson
      • David Jensen
      • Kelly Southworth
  • ShareFile
  • Services
    • Tax Preparation
    • Bookkeeping
    • Payroll
    • Wealth Planning
    • Cost Segregation
    • Business Strategy
  • Worksheets
    • Engagement Letters >
      • Privacy Statement
      • Individual Engagement Letter
      • Business Engagement Letter
      • Tax Credit Form
      • 2021 Questionnaire
    • Tax Organizers >
      • Individual Organizer
      • Business Organizer
      • Rental Organizer
  • Resources
    • Refund Tracker
    • Deduction Lists >
      • Business Owner
      • Contractors
      • Daycare
      • Farms
      • Medical Professional
      • MLM/Direct Marketing
      • Realtors
      • Rental Property
    • Finance Blog
    • Tax Reminders
  • About
    • Contact
    • Your Team >
      • Christopher Anderson
      • Kathy Anderson
      • Heather Prothero
      • Jeremy Anderson
      • Chris Katsanevas
      • Jacob Martin
      • Brittany Anderson
      • Lissa Adams
      • Diana Anderson
      • David Jensen
      • Kelly Southworth
  • ShareFile
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Welcome to
​Soulence Tax & Wealth Advisors

We are a full-service accounting firm here to help you reach financial success!​
Schedule an Appointment Today
801.571.9900
Learn More
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Our Vision


Our mission is to assist our clients in creating a firm financial foundation. We recognize that each individual has unique circumstances. We strive to help each client minimize their tax liability by utilizing the existing tax laws and offering effective advice to meet each specific need.

We're Building!


We're excited to let you know that we've started construction on our own building.
​See our
new blog to follow along with the progress! 
Construction Updates

Your Team


Accounting

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Christopher Anderson
​Senior Partner
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Kathy Anderson
​Senior Partner
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Heather Prothero
Senior Accountant
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Jeremy Anderson
​Senior Accountant
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David Jensen
Staff Accountant

Wealth Advising

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Chris Katsanevas
​Wealth Advisor

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Jacob Martin
​Wealth Advisor

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Brandi Wilkin​
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​Manager

Payroll and Bookkeeping

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Brittany Anderson
Payroll Specialist
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Lissa Adams
Bookkeeping Manager
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Diana Anderson
Bookkeeper
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Kris Lauritzen
Bookkeeper

Office Support

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Kelly Southworth
Executive
​Assistant
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Angela Brimmage
Executive
​Assistant
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Najae Brimmage​
Office
​Assistant
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Christopher Bidlack​
Office
​ Administrator
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Sariah Jensen
Office
​ Assistant

How Can We help?


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.
Learn More

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. 
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Learn More

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.
​

LEarn More

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. 

Learn More

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.
Learn More

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. 
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Learn More
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Finance
​Blog

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Refund
​Tracker

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Tax
​Reminders

 

Stay Organized. Save Money.

Use our organizers and deduction lists to make sure you're capturing everything you can to ensure you're keeping more of your hard earned money at tax time.
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Individual Organizer

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Business Organizer

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Rental Organizer

Deductions that Work for you.

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Business Owner
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Farmer
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Healthcare
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Network Marketing
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Contractors
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Realtor
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Day Care
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Rental Property
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Privacy
Statement

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Individual
Engagement Letter

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Business  Engagement Letter
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Tax Credit
​Form

What our Clients are Saying...

⭐⭐⭐⭐⭐
"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."

- Rebecca Hintze, M.Sc.
  dōTERRA Presidential Diamond

​⭐⭐⭐⭐⭐
"​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!!"

​- Belinda Jefferson

⭐⭐⭐⭐⭐
"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." 
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​- Dr. Daniel Knowles
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⭐⭐⭐⭐⭐
"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,"
 
- Paul Hanson
  Paul Hanson Consulting

​⭐⭐⭐⭐⭐
"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!"

​- Carol Christensen

Contact Us

Schedule a FREE initial meeting today!

Contact Information:

​​Email:
frontdesk@soulence.com
​​
Address: 

13961 South Minuteman Dr. Suite 101
Draper, UT 84020
Phone Number: 
​801.571.9900


Fax Number: 
888.415.1262
Copyright © 2020
​Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. Soulence, LLC and CoreCap are separate and unaffiliated entities.