Tax services

Tax Preparation in Sandy, Utah

Beehive Advocates prepares individual income tax returns for clients across Utah. Because we also handle bankruptcy, we understand how filings, tax refunds and trustee requirements interact. That matters if you are thinking about bankruptcy, have an open case, or were recently discharged.

The short version

Accurate individual tax returns from a firm that understands how taxes and bankruptcy interact.

Why taxes matter in bankruptcy

  • Recent returns are usually required before and during a bankruptcy case
  • Chapter 13 plans may require you to provide returns or contribute refunds during the plan
  • A tax refund you are owed when you file can be part of the bankruptcy estate
  • Whether older income taxes can be discharged depends on when returns were filed and taxes were assessed

Coordinating your tax return with your bankruptcy timing can protect a refund and keep your case on track.

Behind on filing?

Unfiled returns can block a bankruptcy case and keep tax debt from becoming dischargeable. We can help you get prior-year returns filed so you can move forward.

Tax Preparation: common questions

Do I need to file my taxes before filing bankruptcy?

Generally, yes. Your most recent federal return is usually required early in the case, and in Chapter 13 you typically must be current on recent returns before your plan can be confirmed.

Can tax debt be discharged in bankruptcy?

Some older income tax debt can be. Generally the return must have been due more than three years before filing, actually filed more than two years before filing, and the tax assessed more than 240 days before filing, with no fraud involved. Other tax debts are not dischargeable but can often be repaid through Chapter 13.

What happens to my tax refund if I file bankruptcy?

It depends on timing, the chapter you file and Utah exemptions. Planning when you file can make a significant difference, so talk with us before you spend or file for a large refund.

This page is general information, not legal advice, and reading it does not create an attorney-client relationship. Results depend on the facts of each case. See our full bankruptcy FAQ.

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