*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
13894 S Bangerter Pkwy Ste 200
Draper, Utah 84020
As a small business owner who is constantly overwhelmed by the intricacies of finances, I am so thankful I found Jeff as a CPA. He?s been doing my taxes for a few years now, and I genuinely wouldn?t entrust them to anyone else. He is so thorough and professional in his work that I often forget he has other clients, and doesn?t just spend all his time creating the best tax plan for me and my company. His attention to detail can certainly make it feel that way. What really stands him apart though is his pat
Found someone else that read my inquiry and worked with me. Barlow just ghosted me didnt read it and shut me out thinking I wanted him to fly my taxes in time. Not the case and felt completly shunned. I will not be contacting them again.
Jeff is a very knowledgeable CPA. He is also very professional and pleasant to work with. I had several back years of incorrectly filed returns and he worked diligently to help me get it all cleaned up and in compliance, while at the same time saving me money. I would recommend Jeff to anyone looking for a partner to navigate the complexities of small business taxes.
I have worked with Jeff over the years but never used his accounting services. This year I was looking for a new accountant and advisor and decided to seek the services of Jeff and Elevate. I was delighted that the on-boarding via his portal was very easy and straight forward and had the list of things to provide. I was able to get my documents to him, we had a review via phone, and then I scheduled the final a few days later. We spent time reviewing my personal and business forms and he corrected some thin
Jeff was so helpful with some tricky tax questions we had this year! He was really great at replying quickly, giving thorough answers and guidance, explained things really well, and overall great communication. I?d definitely turn to this agency for tax and accounting services in the future.
I have had to reach out to Jeff numerous times to get help with tax issues and he has always been responsive and very helpful. Several of my clients use Jeff as their tax accountant and they have been very happy with him and his services. Jeff is a people person and does a great job of educating, explaining, and making taxes understandable and less stressful. Jeff has resolved a lot of my client's tax issues and helped them with tax planning which has been very valuable to their business and their personal
Jeff is extremely professional in his tax preparation. He takes time with each client and listens their needs. My wife and I have used his services for the last four years and have become good friends with him. We trust him in all of our tax needs.
Jeff with Elevate Tax and Consulting and CPAs in Utah is a genius! As a CPA, Jeff was one of the few CPAs who is extremely knowledgeable about the multi-faceted segments of a realtor's life. He is going to save me thousands of dollars in the future! In 27 years of my real estate career, Jeff is the only one who could answer all my real estate questions and offer advice on how to stay organized all year long! Karen J, Orlando, Florida
I've worked with Jeff and Elevate Tax for years. He has always taken great care of my business and personal taxes and made sure I was maximizing my options. Jeff has also proven to be a trustworthy person and has always looked out for my best interests.
I am so grateful to Jeff and Elevate Tax for the wonderful experience in completing my business and personal taxes. Jeff is a man of integrity and good humor, which immediately takes away the burden both taxes and financials are for me personally. Jeff is also extremely knowledgeable and insightful into the process of helping solo entrepreneurs like myself maximize our deductions to make every dollar of a self-run business go as far as it could. I am quite happy with the results and highly recommend Jeff
I have had positive experiences with Elevate Tax + Counseling + CPAs. I mainly worked with Jeff Barlow. As a small business owner, navigating the complex world of financial management can be daunting, but thanks to the expertise and dedication of the team, I am more informed of the complexities that I have/may encounter. Their in-depth knowledge of tax regulations and accounting principles has not only saved money but also ensured compliance with all relevant laws. Communication with Elevate Tax + Counsel
The first time I met Jeff, he blew me away with all of his knowledge, but more importantly he genuinely cared about my business and my money. He had very unique strategies and plans for small businesses to save money on taxes and decrease my tax liability in the future. I've met with a lot of accountants and quite honestly, most of them are stiff and boring. Jeff is fun to work with and makes you feel comfortable through the entire process. I couldn't recommend him any higher than I am. He will be the last
Jeff was very helpful and knowledgeable and provided me with some great tips and strategies for helping to improve with my future tax filing issues and gave me the dedicated time needed to understand the complex nature of taxes. Highly recommend his services!!!
From start to finish Jeff was lightning fast with his response time and delivery. He is so easy to work with and great with communication. He knows the ins and outs of his trade and I know I'm in great hands come tax-filing season. Can't stress this enough: you need to talk to Jeff and find out how Elevate can save you a ton of headache and money!
I own a small business with no employees. I file as an s-corp. In the past I went to a large accounting firm to do my taxes and accounting. They must have assigned me to an intern because they knew less about taxes than I do. So glad I found Elevate. Jeff owns and runs his business and puts the same attention and work into every one of his clients, the same way I do.
Smart, Helpful, Fantastic - Jeff helped me get my personal business set up, personally rescued my taxes when I needed assistance, and kept me on-track both during tax-season and throughout the year. I've known him for years and years and he is a top-notch business owner and professional. He takes the time to understand you needs and goals and makes certain you're set up for success.
We have been with Jeff for a few years now have been so impressed. He takes the time to explain things clearly and always has helpful tips! I would highly recommend his services to anyone looking for help with taxes.
We reached out to Jeff for our tax filing's and he was extremely helpful and responsive! He was very patient as I have many questions regarding new tax filing questions around an LLC. He also was super flexible in talking over the phone instead of meeting in person which makes getting our taxes filled easily and quickly. He is very knowledgeable and a great resource.
We love Jeff Barlow & Elevate Tax + Consulting + CPAs! Jeff goes out of his way and bends over backwards to help our family with our personal and business taxes! You will not be disappointed with going to Jeff for help!
I've known Jeff Barlow for several years now. He is a great human being and honest man. One of the things I like about Jeff and his firm is that Jeff is THE firm! When you get your taxes done, he is the man behind the computer! Couldn't recommend him enough and you can't go wrong with his services.
I am so happy that I discovered Jeff Barlow at Elevate Tax. I started my own HR consulting business in 2018 and was not really prepared for the tax implications. My son started his own graphic design business and had the same issue. I used Turbo Tax and owed a ridiculous amount in taxes. I owed close to half of what my new business brought in. Jeff was able to reduce my tax obligation by almost $5,000. He reduced my son's tax obligation by a significant amount also. I am now confident my taxes are co
Jeff has been amazing to work with! My husband and I own 3 small businesses and Jeff has been understanding and so easy to work with. I feel so blessed that we found him.
I couldn't possibly give Jeff anything less than a 5-star review. He was incredible to work with. Very proactive yet not at all pushy. He was able to answer all of my questions with expertise and confidence. I was nervous since I started a photography business during the tax year he was helping me file for, and I wasn't sure what my tax liability would be. He helped me navigate through the whole process and found how to best and most accurately declare my various business expenses. He also helped me setup a
Jeff is amazing! I needed help filing past year?s taxes. He took care of it all. It was quick, easy and painless! He also gave me pointers on starting a small business. Looking forward to working with him in the future
As a single mom, a business owner, and a 1099 contractor, I was nervous about the first time doing taxes on my own. Jeff made things super easy for me, and I ended up saving an extra $600 that was very unexpected. He has also advised me on ways to help reduce my tax liability in the future, which I greatly appreciate. Plus, he's extremely personable and fun, which makes the whole experience better than your typical "death and taxes" experience. Thank you!
We love Jeff and his tax super powers! We had a different CPA for several years manage our business AND personal taxes. Jeff took one look at our taxes and figured out within minutes that our previous CPA missed out on over $4,000 of tax savings (who knows what else was missed). I recommend Jeff to everyone who is asking for a CPA!
I was referred to Jeff of Elevate as I am a new 1099 contractor. I appreciate his extensive knowledge of submitting taxes for people who own small businesses. He asks a lot of questions and doesn't miss a thing! I was also impressed with how quickly he got everything done and that he got me my biggest refund ever. Thank you Jeff!
I've been contemplating moving over to Jeff to do my taxes for a couple of years now. I kept hearing one good thing after another from so many others that have moved over to to him. This year, I made the decision to go and talk with Jeff. After just an hour of sitting down and talking about my situation, Jeff was able to educate me on many different things that I havw not been utilizing to help us. It was eye-opening and refreshing. To be quite honest, I was blown away with his knowledge, and how quickly h
After using Turbo Tax (Intuit) for over 10 years, I decided to consult with Jeff Barlow, CPA. We met for an initial consultation before the end of last tax season to help us plan for the tax filings. He provided us many great options and professional advice not offered by TurboTax. We will continue to utilize his services for future tax returns as they become more complicated. I highly recommend meeting with him before the end of the tax year to understand all your tax benefits and options. Thanks Jeff
I?m a new customer for Elevate, Jeff however has been amazing to work and communicate with. He clearly explained what I needed to do and made sure I didn?t miss any deadline. He was recommended to me by a friend. So I now recommend him to anyone I know. Thanx Jeff!
Jeff is amazing to work with and is very helpful in helping to get my taxes done for multiple businesses and personal for an affordable price for what he does. We have using his services since 2018
Jeff makes getting your taxes done easy! He cares about his clients and makes sure all your questions are answered. This is the third year Jeff has done my taxes and I will definitely go to him again next year.
I have always done my own taxes...until this year. Jeff handled everything including our self employment income. He was great to work with and made the whole process so much easier than doing it myself. We figured out the numbers and saved about $900 by using him. Expertise is worth it!
Jeff is great to deal with as an accountant and friend. I work in the financial industry. I look forward to sending many more clients to Jeff. I know that he will take care of them. If you are looking for one of the best accountants in Utah, Jeff is the person to contact. Thanks Jeff.
Working with Jeff was fantastic! He is very knowledgeable; he helped us set up an LLC for our small business and made taxes so simple. I would highly recommend Elevate for both business and personal tax needs!
Elevate Tax is the best. I've been working with Jeff Barlow for about five years. He is very knowledgeable and nice to work with. I highly recommend his company.
Jeff was awesome and very easy to work with. I know that I personally can be a little hard to help sometimes because I have so many questions and want to understand what is going on. But he was very patient with me and answered all of my questions even at a time of the year that I know if very busy for him. He was very professional, prompt, and did a great job.
I have done my taxes with Jess for 5 years now. He works some sort of voodoo magic and gets us such an amazing return every time. Worth every penny!!! Thanks Jeff!
I really liked Jeff until recently. Last year he charged me for $2000 worth of business services (tax filings) that come to find out he never actually did, and when I found out and emailed him, he stopped replying to my emails/calls. If he cared to make it right, you would think he would have. He's a good tax accountant. Business man? TBD
Jeff made taxes streamline and simple. He?s great to work with and helpful in every way! I was filing on my own for the first time and he was patient with me and made my side of taxes easy.
If you're looking for a great accountant, look no further, call Jeff! Jeff is one of, if not the the best in the area. He's very knowledgeable, friendly, and easy to work with. I highly recommend him!
Jeff was great to work with. He is knowledgeable regarding current laws and tax strategies. Communication is key to me and I appreciate that Jeff would take the time to answer questions. I can highly recommend him
Jeff & his team are phenomenal! Attentive, detailed, knowledgable, honest, & professional. Grateful to have them as my CPA for both my business and personal taxes. Highly recommend Elevate Tax!
As a business owner and a creative my mind is usually working on the right side of my brain. Working with Jeff allowed me to not lose a single stride in the business and made excellent work to the area where I simply do not want to worry if I did it right or wrong. He eased that uneasy feeling and I am off and running into the next year. Thanks Jeff.
We work closely with Jeff and his clients, and he is always a pleasure to work with. He is knowledgeable, responsive and also very personable. I would recommend him highly for anyone, especially small business owners, to use his services.
I've known and have worked with Jeff or a number of years. It has been wonderful working with someone very comfortable with complicated investment arrangements. He is versed in fringe tax law. He's pleasant, fair priced, and even cracks a joke now and then.
When running a small business you need someone to be able to look at it from all tax advantage way. Small businesses survives by every year by how we do taxes. Jeff takes that into account and teaches his clients how to relook at it. I would recommend Elevate Tax to take care of this problem we all dread.
Elevate does my taxes for me. This is my second year in a row. They are very professional and organized and get it done in a timely manner. I would recommend them to my family and friends.
Elevate is great. They are responsive, thorough and easy to talk to. They have taken great care of me and in a timely manner. I was given options on filing I was not aware of and appreciate having the choices. I have complete confidence that they are looking at all options on my business and personal taxes in order to benefit me according to my overall plan.
Jeff is great to work with. He was knowledgeable, professional, and thorough. He built a high level of trust with me and I will be using him from here on out. Highly recommend Elevate!
Jeff is amazing! We love how amazing he is. He knows exactly what he?s doing and he communicates very clearly! Plus he?s friendly and we feel very comfortable to ask him questions if we need any help. Thank you Jeff!
Jeffrey Barlow is awesome!! Easy to work with and listens to what you need. Strong work ethic and very reliable! Definitely the best in the business. Thank you for your excellent service! I highly recommend Elevate.
Jeff is wonderful! He is knowledgeable and timely with everything! He truly cared about helping us and having the best outcome. He kept us on track when we got distracted :D
If you're going to have your company on your jeep, you should drive less aggressively. Riding someone tail if they're going the speed limit and then driving down the center of two lanes until you can pass is not it. It's a good way to get people to not use your services. So I suggested driving better, or removing your company information off of your vehicle.
I've worked with many CPAs in the past. Jeff has powerful tax strategies that other CPAs don't use. Jeff can help you maximize your tax refund.
I met with Jeff for my 2018 taxes and had a good experience! Personable, knowledgeable, and he did a good job; I certainly intend to go back next year.
I have worked with many many CPA's with my businesses and I got so sick of dealing with them being robotic and overpriced . Finally I was introduced to Jeff who actually has a personality and his pricing is very fair. I highly recommend him!!!
Jeff is extremely knowledgeable and always looks out for his clients best interests. He is also easy to talk to which can be hard to find in this profession!
Jeff does and great job and the process is very smooth. He has done my taxes for the last 3 years and will continue going forward!
Elevate has done a great job on my taxes and has saved me thousands compared to the last company I used. I started an LLC for my business and then could not find an accountant that would take the time to do my taxes through my LLC, but elevate took the time and in turn saved me lots of money. Thanks.
Jeff was awesome to work with, far better than other CPA?s we?ve used. Very knowledgeable and took the time to explain our taxes.
Wonderful CPA! Jeff has been very helpful, knows what he's doing and very pleasant to work with. Highly recommend!!!
Jeff is great! very knowledgeable and undersatanding. He will go miles and miles to find the right solution for everyone. Face it taxes are not fun. Leave it to a professional.
Jeff has been great at putting a structure in place to minimize my tax liability.
Personable. Clear communication. Prompt. Eager to solve my puzzle. I wound up not needing his help on the issue I approached him on, but I would go back to him with great confidence the next time a tax or other issue rolled around.
Jeff did a fast and accurate return. He searched for every last possible deduction.
Jeff is best in the business. He cares about his clients and goes above and beyond to serve his client.
I appreciate how painless my taxes were this year. Thank you Jeff!!
I really appreciate that they know how, and are willing to help me strategize. Not just move me through their system and get my money like some tax firms.
Jeff is amazing. I would recommend his services.
Excellent results, big tax savings, easy to work with, very understanding.
Great accountant he even got me a refund that I was not expecting. Amazing!!!
Great to work with. He definitely knows his stuff!
All I can say is Awesome!
Thanks for going the extra mile!!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.