Business Details
12 Years
experience
Trusted Accounting & Tax Services in West Jordan, UT
At Elevation Tax, we combine personalized service with deep industry expertise to help business owners, executives, and independent professionals thrive. Our team of Certified Public Accountants (CPAs) and Enrolled Agents (EAs) delivers proactive tax planning, strategic financial guidance, and reliable accounting support. Founded in 2014, we leverage cloud-based platforms like Xero and Gusto to streamline bookkeeping, payroll, and tax compliance while prioritizing transparent pricing and client education.Our professionals bring decades of combined experience in public accounting, tax strategy, and business operations, ensuring clients receive accurate, compliant, and forward-thinking solutions. We emphasize long-term partnerships through year-round support, clear communication, and a commitment to minimizing tax liabilities while maximizing financial clarity for small businesses nationwide.
Services
Entity Structuring
Bookkeeping
Payroll Service
Tax Preparation
Tax Planning
Details
- Year established: 2014
Highlights and features
- Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with specialized tax expertise.
- We utilize cloud-based platforms like Xero and Gusto for accurate, real-time financial management.
- Proactive tax planning reduces liabilities and improves cash flow through year-round strategy.
- We provide transparent pricing with no hidden fees or unexpected costs.
- Our professionals have decades of combined experience in public accounting and business operations.
What people say
Knowledgeable CPAs
Proactive tax planning
Reliable bookkeeping
Transparent pricing
Stress-free compliance
Services
Entity Structuring
Our advisors review your business goals to recommend optimal legal structures like LLCs or S-Corporations. We handle paperwork, EIN registration, and compliance filings to minimize tax liability while protecting personal assets. Clients receive tailored guidance on entity changes and long-term strategic alignment.
Bookkeeping
We provide cloud-based bookkeeping using Xero-certified professionals to ensure accurate financial tracking. Services include transaction categorization, reconciliations, and monthly financial statements. This supports informed decision-making and IRS compliance through organized, real-time financial data management.
Payroll Service
Our Gusto-certified team processes payroll, tax withholdings, and filings while ensuring compliance with labor laws. We offer full-service payroll or setup support for businesses of all sizes, integrating directly with Xero for seamless financial reporting and reduced manual entry errors.
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, including complex filings for multi-state operations. Our CPAs and EAs ensure compliance, maximize deductions, and provide industry-specific strategies to reduce liabilities while representing clients before the IRS when needed.
Tax Planning
Our team offers year-round tax projections and strategic planning to minimize liabilities. By analyzing financial data, we identify deduction opportunities, adjust estimated payments, and align tax strategies with business goals to improve cash flow and reduce year-end surprises.
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 entity structuring and tax strategy. Jeff focuses on delivering comprehensive accounting solutions while maintaining a client-centered approach.
James Setterberg
Director of Tax
James leads tax strategy at Elevation Tax, leveraging his Master of Taxation degree from Weber State University. He specializes in individual and business tax compliance, with a focus on simplifying complex tax laws for clients across multiple industries.
Nick Iverson
Director of Accounting
Nick oversees accounting operations, combining his CMA and EA credentials to provide strategic financial guidance. He specializes in tax compliance and financial reporting, ensuring clients receive accurate, actionable insights to support business growth.
Hunter Mattson
Director of Client Success
Hunter manages client relationships, utilizing his CPA certification and experience in public accounting to enhance client satisfaction. He focuses on financial statement analysis and process optimization to improve client financial clarity and operational efficiency.
David Jacobs
Tax Accountant
David provides tax planning and IRS representation services, drawing on his EA certification and MBA. He specializes in resolving complex tax issues and advising clients on compliance strategies, ensuring transparent communication and long-term financial stability.
Questions
What accounting services does Elevation Tax offer?
We provide entity structuring, bookkeeping, payroll, tax preparation, and year-round tax planning tailored to small businesses and professionals.
How does Elevation Tax handle payroll compliance?
Our Gusto-certified team manages tax withholdings, filings, and reporting to ensure compliance with federal and state labor laws.
Can Elevation Tax assist with multi-state tax filings?
Yes, we prepare and file tax returns for businesses operating across multiple states, ensuring compliance with varying regulations.
What technology does Elevation Tax use?
We utilize Xero for bookkeeping and Gusto for payroll, integrating these platforms to streamline financial management and reporting.
How does Elevation Tax support business growth?
We offer strategic tax planning, entity optimization, and financial guidance to reduce liabilities and improve cash flow for long-term growth.
Are consultations with Elevation Tax free?
Yes, we offer free initial consultations to discuss your accounting needs and recommend tailored solutions.
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