Your Kase Consulting Resource Hub!
Fill out intake forms, access checklists, view standard pricing,
and safely share files.
Need help navigating our resources or completing your intake form?
Call us at 801-391-1748
Client Resources
Welcome to our dedicated resource page!
We've streamlined your access to essential documents and secure information, ensuring a confident and organized experience. Your financial success is our priority, and that begins with easy, efficient processes.
Please click the appropriate section below to complete the online form New Client Intake, View our Price List in order to manage your expectations, or Download our Tax Checklist to ensure you have all your necessary documents.
Our Simple 3-Step Process
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1. Complete Intake
Fill out our quick online intake form to share your unique project needs. -
2. Schedule Consultation
Book a discovery call to review your details and discuss our strategy. -
3. Onboarding & Portal Access
Receive your agreement/proposal along with a private client portal link.
Effortless Intake Forms
Getting started with Kase Consulting is simple!
Our intake forms are designed to gather all necessary information efficiently, allowing us to provide you with tailored strategies and solutions from day one.
Complete the appropriate form online at your convenience, knowing your data is handled with the utmost care and security.
If you have difficulties, or questions, in the process... feel free to contact us and we'll walk you through it.
Please click the appropriate form to securely submit your information.
Checklists & Rates
Taxes
Essential Tax Document Checklist
Whether you are a first-time filer, a side-gig creator, or an established business, our comprehensive checklists ensure you never miss a thing! Our checklist guides you through required documents and helps you organize your files to maximize your credits & deductions!
Note: If you are a Sole Proprietor or Single-Member LLC, please select the Individual Checklist.
We personally review every single item with you prior to filing to guarantee absolute accuracy, completeness, and total peace of mind.
Absolute Pricing Transparency!
While our standard packages provide a clear baseline, final costs may adjust based on the unique complexity of your specific tax schedules. There are absolutely no hidden fees. We will always review and discuss any potential adjustments with you ahead of time.
Bookkeeping
Keep Your Finances Crystal Clear
Whether you are managing a growing business, launching a new side-gig, or maintaining an established corporation, clean bookkeeping is the foundation of your financial success. Our comprehensive onboarding and routine checklists ensure your financial and accounting records are perfectly organized month after month.
Note: Keeping accurate, ongoing records saves you time, maximizes your monthly cash flow, and ensures a seamless, stress-free transition when tax season arrives.
We manage your files to guarantee precision, absolute compliance, and total peace of mind.
Absolute Pricing Transparency!
While our standard packages provide a clear baseline, final costs may adjust based on the overall monthly transaction volume of your bookkeeping. There are absolutely no hidden fees. We will always review and discuss any potential adjustments with you ahead of time.
Legal Doc Prep
Simplify Your Legal Documents
Navigating legal paperwork doesn't have to be overwhelming or expensive. Whether you are navigating a business formation, seeking court record adjustments, or protecting your family’s future, our specialized resources are here to guide you. Our checklists ensure you gather the precise details and definitions required for your specific forms.
Note: We walk you through the entire administrative preparation phase step-by-step to ensure your documents are completed accurately and efficiently.
We handle complex formatting to guarantee compliance, precision, and total peace of mind.
Absolute Pricing Transparency!
While our standard packages provide a clear baseline, final costs may adjust based on the complexity, page count, or specific filing requirements and jurisdiction of your legal documentation. There are absolutely no hidden fees. We will always review and discuss any potential adjustments with you ahead of time.
Download our client mobile app!
Invite Code:
HCKKDH
Client App
Manage Your Account on the Go with the Spaces App!
Track your bookkeeping, securely upload legal documents, and message our team directly from your smartphone.
Secure Document Uploads ~ Real-Time Updates ~ Instant Messaging ~ Secure Invoicing
Quick 3-Step Client Setup Guide
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Step 1: Download the App — Get the free Spaces by Wix app from the iOS App Store or Google Play Store.
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Step 2: Join Our Portal — Enter our unique invite code: HCKKDH .
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Step 3: Log In Securely — Log in using the exact same email address you used to register on our website
Secure Payment Center
Pay Online
Pay invoices securely in seconds using any major credit card.
If you are viewing your electronic invoice on an iPhone, iPad, or Mac, Apple Pay will also be available automatically at checkout.
Direct Transfers
Send payments straight from your phone with zero processing fees. Open your banking app or Apple Wallet to send the funds directly using our phone number.
Phone: 801-391-1748
(Please include your invoice # in the memo)
Security & Terms
Your privacy and financial security are our highest priorities. All online transactions are fully protected using industry-leading, bank-grade end-to-end encryption through Wix Payments. Your sensitive card and account details are never stored on our website, ensuring compliance with the highest data security standards for your bookkeeping, tax, and legal documents.
Additionally, our direct mobile payment options via Zelle and Apple Cash utilize your own bank’s built-in encryption and multifactor authentication, guaranteeing that every single dollar you send is transferred safely and securely.