Business Details
Trusted Tax & Business Solutions in Sacramento
Incompass Tax, Estate & Business Solutions is a professional services firm dedicated to providing comprehensive tax, estate, and business consulting solutions. Our team of Enrolled Agents, CPAs, and experienced tax professionals proactively identify deductions and credits often overlooked by traditional preparers. We specialize in tax planning for individuals, businesses, estates, and non-profits while offering strategic guidance on business entity formation, corporate compliance, and asset protection. With decades of combined experience, our principals have held leadership roles in professional organizations and bring specialized expertise in IRS representation and tax resolution. We leverage advanced technology platforms to ensure secure, efficient service delivery while maintaining a personalized approach to client relationships.Our commitment to continuous education ensures we remain at the forefront of evolving tax regulations and compliance requirements. We serve clients across Sacramento and surrounding areas with both in-person and virtual service options. Our unique BIG picture approach integrates tax law, business compliance, and estate considerations to create holistic solutions. We maintain rigorous data security protocols and adhere to strict confidentiality standards to protect client information. Through proactive planning and expert representation, we help clients optimize financial outcomes and achieve long-term stability.
Services
Tax Preparation
IRS Audit Defense
Accounting Services
Estate Planning
Business Consulting
Highlights and features
- We offer 35+ years of combined experience in tax and estate planning
- Our team includes Enrolled Agents with IRS representation privileges
- Specialized expertise in IRS audit resolution and tax debt negotiation
- Comprehensive compliance solutions for businesses and high-net-worth individuals
- Proactive approach to identifying tax savings opportunities
Services
Tax Preparation
Our tax preparation service handles complex individual and business returns with meticulous attention to detail. We specialize in maximizing deductions for real estate investors, business owners, and high-net-worth individuals. Our certified professionals stay current with evolving tax codes to ensure compliance while optimizing savings. Clients receive personalized guidance through the entire filing process.
IRS Audit Defense
We provide expert representation for IRS and state tax audits with a team of Enrolled Agents and former IRS professionals. Our approach combines strategic documentation preparation and negotiation expertise to achieve favorable outcomes. We handle all communication with tax authorities while protecting client interests throughout the audit process.
Estate Planning
Our comprehensive estate planning covers wills, trusts, and asset protection strategies tailored to individual circumstances. We help clients navigate complex inheritance considerations while minimizing tax liabilities. Services include creating succession plans and advising on elder care financial arrangements to preserve family wealth across generations.
Business Consulting
We offer strategic business consulting covering entity formation, compliance maintenance, and operational optimization. Our services include corporate structure analysis, HR compliance programs, and financial strategy development. We help businesses establish proper legal protections while maximizing tax advantages through proactive planning.
Accounting Services
Our accounting services provide accurate financial record-keeping and reporting for businesses of all sizes. We handle payroll processing, sales tax filings, and financial statement preparation with audit-ready precision. Clients benefit from streamlined accounting processes that improve financial visibility and regulatory compliance.
People
Randy Roth
Principal Tax Consultant
Enrolled Agent with 35 years of experience specializing in tax planning for individuals, businesses, and estates. 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
Tax Resolution Specialist
NTPI Fellow and former IRS Revenue Officer with 10 years of collections experience. Specializes in IRS audit defense and tax debt negotiation. Active in California Society of Enrolled Agents leadership and holds multiple tax resolution certifications.
Nathan Kluth
Accounting Manager
CPA candidate managing accounting for businesses and non-profits. Expertise in audit-ready bookkeeping and regulatory compliance. Former HR manager with experience handling payroll and employee relations for organizations with 50+ staff members.
Mark Tubbs
Corporate Compliance Officer
Business administration graduate with extensive experience in corporate compliance and HR management. Former state government financial examiner and construction industry HR manager. Specializes in business entity formation and maintenance.
Christine Collins
Client Services Director
20+ years of administrative leadership experience with focus on client relations and office management. Oversees client care coordination and ensures seamless service delivery across all practice areas.
Questions
What tax services do you offer?
We provide comprehensive tax preparation for individuals and businesses, including complex returns for real estate investors and high-net-worth clients.
Do you handle IRS audit representation?
Yes, our Enrolled Agents specialize in IRS audit defense and tax debt resolution with proven success in negotiating settlements.
What accounting services are available?
We offer full-service accounting including payroll processing, financial statement preparation, and compliance reporting for businesses and non-profits.
Do you provide estate planning services?
Yes, we specialize in creating comprehensive estate plans including trusts, wills, and asset protection strategies tailored to client needs.
What business consulting services do you offer?
We provide entity formation guidance, corporate compliance services, and strategic business planning to optimize tax efficiency and growth.
