Business Details
Expert Tax & Business Solutions in North Highlands
Incompass Tax, Estate & Business Solutions is dedicated to providing comprehensive tax, estate, and business advisory services. Our team of Enrolled Agents, CPAs, and experienced professionals specializes in navigating complex tax laws, optimizing financial strategies, and ensuring compliance for individuals and businesses. With decades of combined experience, we prioritize personalized service, leveraging our expertise in tax planning, audit representation, and corporate compliance to help clients protect assets and reduce liabilities. Our approach integrates proactive tax strategies, estate planning, and business management solutions tailored to clients' unique needs.We maintain rigorous professional standards, emphasizing transparency, ethical practices, and continuous education to stay at the forefront of regulatory changes. Our commitment to client satisfaction is demonstrated through audit insurance, dedicated client care teams, and a focus on building long-term relationships. Headquartered in North Highlands, California, we serve small businesses, real estate investors, and individuals seeking expert guidance in tax and compliance matters.
Services
Tax Preparation
IRS Audit Defense
Estate Planning
Corporate Compliance
Accounting Services
Payroll Management
Business Formation
Tax Resolution
Real Estate Tax Strategies
Audit Insurance
Highlights and features
- We offer 35+ years of combined experience in tax and estate planning
- Our team includes Enrolled Agents and NTPI Fellows with IRS audit expertise
- We provide comprehensive corporate compliance and HR services under one roof
- Our proprietary tax strategies focus on asset protection and regulatory compliance
- We maintain audit insurance for client financial security
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including complex returns for real estate investors and corporate entities. Our professionals stay current with evolving tax codes to ensure accurate filings while identifying legitimate deductions and credits. Clients benefit from our proactive approach to tax planning that considers long-term financial implications.
IRS Audit Defense
Our IRS-certified professionals offer expert audit defense services, leveraging former IRS agent experience to navigate complex examinations. We handle all communication with tax authorities and develop strategic responses to audit findings. Our clients receive personalized guidance to resolve disputes while protecting their financial interests.
Estate Planning
We create customized estate plans addressing asset protection, succession planning, and tax optimization. Our services include trust formation, will preparation, and strategies for minimizing estate tax liabilities. We help clients navigate complex inheritance regulations while ensuring their wishes are legally documented.
Corporate Compliance
Our corporate compliance services ensure businesses maintain proper legal structures and meet regulatory requirements. We assist with entity formation, annual filings, and HR policy development. Clients receive ongoing support for maintaining corporate protections and avoiding costly compliance violations.
Accounting Services
We offer full-service accounting solutions for businesses, including payroll processing, financial reporting, and tax compliance. Our systems ensure accurate record-keeping that supports informed business decisions. Clients benefit from streamlined financial operations and audit-ready documentation.
People
Randy Roth
Principal, Tax & Business Consultant
Enrolled Agent with 35 years' experience specializing in tax planning, business entity formation, and estate planning. Holds a Master's degree in Estate Planning and Taxation. Former IRS Practitioner Liaison and three-term president of the Sacramento Valley Chapter of the California Society of Enrolled Agents.
Barbara Tackett
Principal, Tax Consultant
NTPI Fellow and Enrolled Agent with expertise in IRS audit resolution. Former 10-year IRS Revenue Officer with specialized knowledge of tax collection processes. Active in California Society of Enrolled Agents leadership and community volunteer work.
Nathan Kluth
Accounting Department Manager
Manages accounting operations for businesses and estates. Experienced in audit-ready bookkeeping and nonprofit financial management. Former HR manager with expertise in payroll and compliance. Pursuing CPA certification while leading our accounting team.
Questions
What tax services do you specialize in?
We specialize in individual and business tax preparation, IRS audit defense, estate tax planning, and corporate compliance services for California businesses.
Do you offer audit protection services?
Yes, we provide audit insurance and expert representation during IRS or state tax audits as part of our comprehensive tax protection services.
How can you help business owners?
We offer corporate compliance, payroll management, HR services, business formation, and tax strategy services tailored to California business owners' needs.
What areas do you serve?
While based in North Highlands, California, we serve clients throughout Sacramento and surrounding areas with both in-person and virtual services.
Can you assist with estate planning?
Yes, our estate planning services include trust formation, will preparation, and strategies for minimizing estate tax liabilities while protecting assets.
