IMPORTANT DEADLINES ARE APPROACHING!
Extended Business Deadline was September 15th
Extended Personal Deadline is October 15th
From Paying Big Tax Bills to
Paying Attention to the Big Picture
We turn tax stress into wealth strategy for high earners, founders, and service-based businesses.
Daniel Koehler
Founder | EA | Certified Main Street Tax Advisor
Daniel Koehler is an Enrolled Agent, a Main Street Certified Tax Advisor in Mark Kohler's tax pro network, and a contributing member of the Due Diligence Project, all focused on learning everything he can about taxes and tax strategy. Outside of the tax world, Daniel is a bilingual serial entrepreneur with a bull market Pokémon card fever. Don't ask him about them unless you have a few hours.
His path into relentless education on tax strategy started with a bill he couldn't make sense of. At Netflix, he bought into the employee stock purchase program from 2014 to 2016. When the stock ran, he ended up owing about $600,000 to the IRS and California on a $150,000 salary.
It was the best kind of problem to have, and it changed how he saw money, taxes, and the systems around them: if he didn't learn how to build inside of that system, he'd keep losing momentum to a game nobody had ever taught him. He started educating himself with online classes, books, seminars. He couldn't stop thinking about all the ways that the 2016 bill could have been avoided and how to help his peers grow around him.
Dan Mullen
CPA | Certified Main Street Tax Advisor
Dan Mullen, known to many agents as The CPA Mortgage Guy, is a CPA and mortgage loan officer who teaches real estate agents the full impact real estate decisions have on personal wealth. He is a partner at GTG Tax Planning, and serves in business development for a team of loan officers with Barrett Financial Group.
A CPA since 2015 and a licensed MLO since 2022, Dan has taught over 200 continuing education courses to thousands of agents, financial advisors, and tax professionals, covering everything from cost segregations to building referral relationships with CPAs, attorneys, and financial advisors.
With his brother Brady Mullen, CFP®, Dan has co-authored two books. Both take technical financial topics and put them in a form agents can use with clients the same week they hear it.at
He also builds tools that make agents and investors shine; Logged RE: an app that helps users create an audit-proof record of the hours behind a Real Estate Professional Status or Short-Term Rental Loophole claim, Pocket Tax Pro: it turns a homeowner's capital gains question into a qualified lead for the agent who sent them, and Self-Employed Mortgage Optimization (SEMO): it breaks the tradeoff every self-employed buyer is told to accept: pay high taxes, or pay a high rate.
Sarah Jensen
Executive Assistant | Client Success Coordinator
After 12 years of studying, teaching, and directing in early childhood education, Sarah shifted gears to help with bookkeeping for her family's small business. She quickly discovered she had a knack for it, along with an unexpected interest in the logistics of running a small business.
When the family business was sold, Sarah joined GTG as a receptionist. Her background in communication, organization, and managing a little bit of everything helped her find her footing quickly. As she learned more about taxes and the strategy behind them, her role continued to grow right along with her interest.
Today, Sarah works closely with GTG's leadership and advisory teams, helping manage day-to-day operations, coordinate client communication, and keep things running smoothly behind the scenes. She's become a go-to person for both the team and clients, which turned out to be a natural fit for someone who spent over a decade answering approximately a million questions a day.
Andrea Sanchez
Co-Founder | COO
When the rest of the world shut down in 2020, Andrea's work as an Environmental Scientist did the opposite. With 60+ hour workweeks becoming the norm, she and Daniel decided it was time to build something of their own.
With a background in project management, Andrea brought a sharp eye for detail, an analytical mind, and a strong belief that taking care of employees and clients should be at the center of any successful business. Those priorities helped build the foundation GTG operates on today.
What started with learning the ins and outs of tax preparation, quickly evolved into running the administrative and operational side of the business, while supporting GTG’s advisory team. These days, Andrea keeps the business moving behind the scenes, making sure the people, processes, and client experience don't get lost in the numbers.
The GTG Origin Story
In 2021, Daniel and Andrea both officially left the W-2 world for good and co-founded the firm that became GTG Tax Planning.
The firm’s name comes from Daniel and Andrea’s love of fantasy and heroes. GTG stands for Gandalf the Grey, a wise guide on a journey into dangerous territory, because bad tax advice executed poorly gets expensive fast. Clients should expect a Star Wars, Lord of the Rings or Marvel reference to break the ice.
Five years and a loyal team of accounting industry transplants later, GTG has served thousands of clients, mostly small business owners and high-earning W-2 professionals, in Midvale, Utah and beyond. Money conversations carry a lot of weight from how we grew up. Daniel, Andrea, and the GTG staff strive to carry that weight, so clients walk away feeling in control, directed and empowered.
Daniel Koehler
Founder | EA | Certified Main Street Tax Advisor
Daniel Koehler is an Enrolled Agent, a Main Street Certified Tax Advisor in Mark Kohler's tax pro network, and a contributing member of the Due Diligence Project, all focused on learning everything he can about taxes and tax strategy. Outside of the tax world, Daniel is a bilingual serial entrepreneur with a bull market Pokémon card fever. Don't ask him about them unless you have a few hours.
His path into relentless education on tax strategy started with a bill he couldn't make sense of. At Netflix, he bought into the employee stock purchase program from 2014 to 2016. When the stock ran, he ended up owing about $600,000 to the IRS and California on a $150,000 salary.
It was the best kind of problem to have, and it changed how he saw money, taxes, and the systems around them: if he didn't learn how to build inside of that system, he'd keep losing momentum to a game nobody had ever taught him. He started educating himself with online classes, books, seminars. He couldn't stop thinking about all the ways that the 2016 bill could have been avoided and how to help his peers grow around him.
Dan Mullen
CPA | MLO| Certified Main Street Tax Advisor
Dan Mullen, known to many agents as The CPA Mortgage Guy, is a CPA and mortgage loan officer who teaches real estate agents the full impact real estate decisions have on personal wealth. He is a partner at GTG Tax Planning, and serves in business development for a team of loan officers with Barrett Financial Group.
A CPA since 2015 and a licensed MLO since 2022, Dan has taught over 200 continuing education courses to thousands of agents, financial advisors, and tax professionals, covering everything from cost segregations to building referral relationships with CPAs, attorneys, and financial advisors.
With his brother Brady Mullen, CFP®, Dan has co-authored two books. Both take technical financial topics and put them in a form agents can use with clients the same week they hear it.at
He also builds tools that make agents and investors shine; Logged RE: an app that helps users create an audit-proof record of the hours behind a Real Estate Professional Status or Short-Term Rental Loophole claim, Pocket Tax Pro: it turns a homeowner's capital gains question into a qualified lead for the agent who sent them, and Self-Employed Mortgage Optimization (SEMO): it breaks the tradeoff every self-employed buyer is told to accept: pay high taxes, or pay a high rate.
Sarah Jensen
Executive Assistant | Client Success Coordinator
After 12 years of studying, teaching, and directing in early childhood education, Sarah shifted gears to help with bookkeeping for her family's small business. She quickly discovered she had a knack for it, along with an unexpected interest in the logistics of running a small business.
When the family business was sold, Sarah joined GTG as a receptionist. Her background in communication, organization, and managing a little bit of everything helped her find her footing quickly. As she learned more about taxes and the strategy behind them, her role continued to grow right along with her interest.
Today, Sarah works closely with GTG's leadership and advisory teams, helping manage day-to-day operations, coordinate client communication, and keep things running smoothly behind the scenes. She's become a go-to person for both the team and clients, which turned out to be a natural fit for someone who spent over a decade answering approximately a million questions a day.
Andrea Sanchez
Co-Founder | CEO
When the rest of the world shut down in 2020, Andrea's work as an Environmental Scientist did the opposite. With 60+ hour workweeks becoming the norm, she and Daniel decided it was time to build something of their own.
With a background in project management, Andrea brought a sharp eye for detail, an analytical mind, and a strong belief that taking care of employees and clients should be at the center of any successful business. Those priorities helped build the foundation GTG operates on today.
What started with learning the ins and outs of tax preparation, quickly evolved into running the administrative and operational side of the business, while supporting GTG’s advisory team. These days, Andrea keeps the business moving behind the scenes, making sure the people, processes, and client experience don't get lost in the numbers.
Dan Mullen
CPA | Certified Main Street Tax Advisor
Dan Mullen, known to many agents as The CPA Mortgage Guy, is a CPA and mortgage loan officer who teaches real estate agents the full impact real estate decisions have on personal wealth. He is a partner at GTG Tax Planning, a tax planning and advisory firm, and serves in business development for a team of loan officers with Barrett Financial Group.
That gap is why he built Self-Employed Mortgage Optimization (SEMO). It breaks the tradeoff every self-employed buyer is told to accept: pay high taxes, or pay a high rate. Virtually no other loan officer can run this play, because virtually none of them are licensed to give tax advice.
A CPA since 2015 and a licensed MLO since 2022, Dan has taught over 200 continuing education courses to thousands of agents, financial advisors, and tax professionals, covering everything from cost segregations to building referral relationships with CPAs, attorneys, and financial advisors.
With his brother Brady Mullen, CFP®, Dan has co-authored two books. Both take technical financial topics and put them in a form agents can use with clients the same week they hear it.at
He also builds tools that make agents and investors shine: Logged RE is defense: an app that helps users create an audit-proof record of the hours behind a Real Estate Professional Status or Short-Term Rental Loophole claim. Pocket Tax Pro is offense: it turns a homeowner's capital gains question into a qualified lead for the agent who sent them. He is based in Utah, where GTG Tax Planning is headquartered.
Sarah Jensen | Andrea Sanchez
After 12 years working and studying in early childhood education, Sarah shifted gears to help her family’s small business as a part-time bookkeeper. She quickly found she had a knack for it, and was increasingly interested in the logistics of running a small family-owned business.
Her family's company was later sold, and she started at GTG as a receptionist. Her background in communication and organization, along with a newfound enthusiasm for tax and the strategy behind it, quickly expanded her role. Today, Sarah supports GTG’s advisory team and helps keep the firm’s many moving pieces connected.
Andrea, co-founder of GTG, continues to support the firm behind the scenes. Together, they help make sure the people side of tax planning gets just as much attention as the numbers.
Our Team = Strategy + Execution
Behind every great plan is expert execution. Our experienced tax professionals ensure your returns are accurate, timely, and fully aligned with your broader strategy. From simple filings to multi-entity structures, you will get the precision you need without the stress.
What We Do (and Why We Exist)
The Problem: You are building something big, but tax season keeps getting in the way
Most people are reactive about taxes — missing deductions, relying on copy-paste advice, listening to bad TikTok "cowboy accountants", or just overpaying because they did not plan ahead.
Our solution: We help you connect your income to your vision
GTG Tax gives you expert strategy, year-round support, and smart planning so your money moves with your goals — not against them.
Address:
7730 South Union Park Drive, Suite 660
Midvale, UT 84047