Business Details
12 Years
experience
Trusted Accounting Services for Small Businesses
At Elevation Tax, we combine personalized service with deep industry expertise to help business owners, executives, and independent professionals thrive. Our mission is to empower small business entrepreneurs by removing the stress of accounting and back-office operations through seamless, cloud-based financial solutions. Guided by values of client-centered service, teamwork, honesty, innovation, and dependability, we build lasting partnerships through proactive strategies and personalized support. With a team of Certified Public Accountants (CPAs), Enrolled Agents (EAs), and Xero-certified professionals, we deliver transparent pricing, expert guidance, and a commitment to helping clients reach their financial goals. Founded in 2014, our firm has grown to become a trusted partner for businesses nationwide, offering entity structuring, bookkeeping, payroll, tax preparation, and strategic tax planning services.We prioritize clear communication, technical excellence, and industry-specific insights to navigate complex tax landscapes with confidence. Our cloud-based solutions integrate platforms like Xero and Gusto to ensure accuracy, compliance, and real-time financial clarity. We believe strong communication between business owners and their accounting team is essential to long-term success, providing year-round support rather than seasonal interactions. Our team's diverse expertise spans international tax, construction management, and strategic people operations, ensuring tailored solutions for every client. We are committed to elevating financial success through proactive planning, innovative tools, and a dedication to client satisfaction.
Services
Entity Structuring
Bookkeeping
Payroll Service
Tax Preparation
Tax Planning
Details
- Year established: 2014
Highlights and features
- Our team includes CPAs and EAs with expertise in complex tax landscapes.
- We use Xero-certified cloud-based solutions for real-time financial clarity.
- Proactive tax planning reduces liabilities and improves cash flow.
- 24/7 expert consultation included with every service.
- Nationwide service with personalized, client-centered support.
Associations and certifications
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Xero Certified
- Gusto People Advisory Certification
Services
Entity Structuring
Our entity structuring service ensures optimal legal and tax configurations for your business. We analyze your goals to recommend structures like LLCs, S-Corporations, or C-Corporations, minimizing tax liability while protecting personal assets. Our team handles paperwork, EIN registration, and compliance filings for seamless setup.
Bookkeeping
We provide cloud-based bookkeeping using Xero-certified platforms for real-time financial clarity. Services include transaction categorization, reconciliations, and monthly financial statements. Our team ensures IRS compliance and offers strategic insights to support data-driven business decisions through accurate, up-to-date records.
Payroll Service
Our Gusto-certified payroll service handles tax calculations, direct deposits, and compliance filings for businesses of all sizes. We ensure accurate paycheck processing, multi-state tax reporting, and year-end W-2/1099 preparation. Integrated with Xero for seamless financial tracking and reduced manual entry errors.
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, including complex filings for LLCs, S-Corporations, and multi-state operations. Our CPAs and EAs optimize deductions, ensure compliance, and provide representation during audits, tailored to your industry-specific needs.
Tax Planning
Our proactive tax planning includes in-year projections to estimate liabilities and identify savings opportunities. We adjust quarterly payments to improve cash flow and develop long-term strategies for deductions, retirement contributions, and entity structure optimization to reduce overall tax burdens.
People
Jeff Bullock
Director of Operations
Jeff founded Elevation Tax in 2014 after working at PricewaterhouseCoopers. He holds a Master of Accountancy in Tax from Brigham Young University and specializes in strategic business structuring. An avid triathlete, he enjoys outdoor activities with his family.
James Setterberg
Director of Tax
James leads tax strategy with a Master of Taxation from Weber State University. He specializes in individual and business tax compliance, bringing expertise in navigating complex tax laws while maintaining a focus on client education and clarity.
Nick Iverson
Director of Accounting
Nick holds CMA and EA credentials, combining tax expertise with financial strategy. He focuses on delivering precise accounting solutions and proactive planning, leveraging his background in management accounting to enhance client financial operations.
Hunter Mattson
Director of Client Success
Hunter oversees client relationships with a CPA background and experience in public accounting. He prioritizes process optimization to ensure smooth client experiences, drawing from his auditing expertise to enhance financial reporting accuracy.
David Jacobs
Tax Accountant
David, an Enrolled Agent, specializes in tax strategy and IRS representation. With experience at Big 4 firms, he provides compliance and dispute resolution services, combining technical expertise with a client-centered approach to tax advisory.
Questions
What accounting services does Elevation Tax offer?
We provide entity structuring, bookkeeping, payroll, tax preparation, and strategic tax planning services tailored to small businesses and professionals.
How does Elevation Tax differ from other accounting firms?
We combine cloud-based technology (Xero/Gusto) with CPA-led expertise, offering year-round support and proactive tax strategies rather than seasonal interactions.
Can Elevation Tax handle multi-state tax filings?
Yes, our team prepares federal, state, and multi-state tax returns for businesses and individuals with complex geographic operations.
Do you offer tax planning for business owners?
We provide in-year tax projections, quarterly payment adjustments, and long-term strategies to minimize liabilities and optimize cash flow for business owners.
How do I schedule a consultation?
Contact us at 888-519-1666 or via our website to schedule a free consultation with our accounting professionals.
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