Business Details
12 Years
experience
Trusted Accounting Services for Small Businesses
Elevation Tax is a trusted financial partner dedicated to empowering small business entrepreneurs by removing the stress of accounting and back-office operations. With a mission rooted in delivering seamless, cloud-based financial solutions, we help clients focus on growing their businesses while a team of expert professionals handle the numbers with precision and care. Guided by values of client-centered service, teamwork, honesty, innovation, and dependability, we build lasting partnerships through proactive strategies and personalized support.As a forward-thinking firm, we strive to be the premier one-stop accounting solution nationwide, where small businesses find financial clarity. Our team combines deep technical expertise with practical, industry-specific insights to help individuals and businesses navigate complex tax landscapes with confidence. We offer transparent pricing, a friendly and knowledgeable team, and a commitment to helping you reach your financial goals through proactive tax planning, strategic financial guidance, and reliable accounting support.
Services
Tax Preparation
Bookkeeping
Payroll Service
Entity Structuring
Tax Planning
Consulting
Financial Reporting
Compliance Services
Details
- Year established: 2014
Highlights and features
- We have Certified Public Accountants and Enrolled Agents with deep tax expertise.
- Our team uses Xero-certified bookkeeping and Gusto-certified payroll platforms.
- We provide proactive tax planning and year-round consulting services.
- Our cloud-based solutions ensure real-time financial clarity and compliance.
- We offer personalized support tailored to small business needs.
Associations and certifications
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
Services
Tax Preparation
Our tax preparation services ensure compliance and minimize liability for individuals and businesses. Certified Public Accountants and Enrolled Agents handle federal, state, and multi-jurisdictional filings while identifying deductions and credits. We specialize in entity-specific tax strategies for LLCs, S-Corporations, and C-Corporations.
Bookkeeping
Cloud-based bookkeeping services using Xero provide real-time financial clarity. We manage income/expense categorization, reconciliations, and monthly financial statements. Certified professionals ensure accurate records for informed business decisions and audit readiness.
Payroll Service
Full-service payroll solutions powered by Gusto ensure compliance with tax laws and regulations. We handle paycheck calculations, tax filings, direct deposits, and year-end reporting. Certified experts provide strategic payroll planning aligned with business cash flow.
Entity Structuring
We help businesses choose optimal legal structures to minimize taxes and protect assets. Services include entity review, tax impact analysis, and compliance filings for sole proprietorships, partnerships, LLCs, and corporations.
Tax Planning
Proactive tax planning services include in-year projections and strategic adjustments to reduce liability. We analyze financial data to optimize quarterly payments, identify deductions, and align tax strategies with long-term business goals.
People
Jeff Bullock
Director of Operations
CPA with 10+ years in public accounting and small business advisory. Founded Elevation Tax in 2014 after working at PricewaterhouseCoopers. Specializes in entity structuring and tax optimization.
James Setterberg
Director of Tax
CPA with expertise in individual and business taxation. Holds a Master of Taxation degree from Weber State University. Leads tax compliance and planning services for high-income earners and corporations.
Nick Iverson
Director of Accounting
CMA and Enrolled Agent with dual expertise in tax and financial accounting. Manages accounting operations and client financial reporting. Specializes in strategic financial planning for small businesses.
Hunter Mattson
Director of Client Success
CPA with experience in public accounting and audit. Focuses on client financial clarity and process optimization. Holds advanced degrees from Utah State University and Brigham Young University.
David Jacobs
Tax Accountant
Enrolled Agent with Big 4 accounting firm experience. Specializes in tax strategy, compliance, and IRS representation. Provides solutions for complex tax issues affecting individuals and businesses.
Questions
What accounting services does Elevation Tax offer?
We provide tax preparation, bookkeeping, payroll, entity structuring, and tax planning services for small businesses and entrepreneurs.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) licensed to represent taxpayers before the IRS.
How do you handle multi-state tax filings?
Our tax professionals manage multi-state and out-of-state filings for businesses operating across jurisdictions while ensuring compliance with local regulations.
Do you offer cloud-based accounting solutions?
Yes, we use Xero for bookkeeping and Gusto for payroll, providing secure cloud access to financial data and automated reporting.
Can you help with business entity selection?
We analyze your business goals to recommend optimal structures like LLCs, S-Corporations, or C-Corporations while handling all compliance filings.
What are your consultation hours?
Our team is available Monday-Friday from 8:00am to 6:00pm MST for consultations via phone or scheduled meetings.
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