*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.*
8839 S Redwood Rd B
West Jordan, Utah 84088
Elevation Tax does an amazing job of our tax preparation and our bookkeeping. They are incredibly helpful when I have questions, and patient while I was learning. Their team is very knowledgeable and they have great customer service. They are also very good at responding as quickly as possible. Hunter did our onboarding and I cannot say enough good things about him. People always make the experience, and Hunter definitely made it a great one for us. Elevation tax is great at what they do, and they've alread
I feel nerdy saying it, but I think I'm actually excited about taxes after connecting with Elevation. I've used another CPA for the last decade and they were never enjoyable to work with. Elevation has been amazing. Easy and prompt communication, super effective tax strategies, amazing help for me as a business owner, and I'm genuinely excited about paying attention to my taxes this year. Highly recommend.
Elevation Tax has been great to work with. They are friendly and always on top of our bookkeeping and tax preparation services. Very easy to work with and very knowledgeable. They understand my needs and are quick to respond to questions. Highly recommend.
Working with Elevation Tax Group has been a fantastic experience for S & S Roofing, Inc. Their professionalism, expertise, and seamless collaboration made the entire process smooth and stress-free. The level of service and performance exceeded our expectations, and we look forward to continuing our partnership in the future. Highly recommended for any business looking for reliable and knowledgeable tax support!
No one asked me to write this review. Before Elevation tax my tax situation, payroll, and bookkeeping was a complete mess. They are extremely on top of things and have saved me money and organized my tax life. Highly recommend!
My wife and I used Elevation Tax for the first time this year for our personal and business tax preparations and I couldn't have been happier. They were very responsive and took the time to explain any questions or concerns I had in great detail. I would highly recommend!
I've been working with Elevation since 2016. They helped launch our business, troubleshooting and working through the early stages, and they continue to work closely with us in every phase of our growth. Their team is exceptionally professional and efficient, consistently providing clear and actionable guidance. What sets Elevation apart is their patience and approachability. They have a way of explaining complex financial matters without jargon, so I never feel hesitant to ask questions or seek clarificati
Elevation Tax is awesome! I found them 2.5 years into business and I wish I found them sooner. They helped my file as an S corp and cleaned up my books. They are attentive and responsive and I am so glad I have them as a CPA and bookkeeper!
Elevation Tax is an incredible tax team to have on my side. Everyone on the team has been amazing to work with. Specifically Ali Barbre has gone above and beyond! She has spent so much time ensuring that all of my LLC's are in standing and answering ask of the questions she can for me! If she is not the one to answer the question she gets me in touch with the appropriate team member. The services they offer and the quality of them are superb. The communication with the team is fantastic which is super impor
Let's be honest: My business books were an absolute DISASTER. This was even after hiring a separate "well-known accounting firm". I had a trusted mentor recommend Jeff at Elevation Tax, and I never knew bookkeeping and taxes could be so easy. Jeff, Hunter, and James, becaue of their genius skills at Elevation Tax, have made it possible for me to focus on what I most want to focus on: Growing my Business. I recommend them without hesitation. They really know their stuff!
The team at Elevation is professional and efficient. Excellent advice with getting my real estate business started and setting up the entity I needed. Truly a partner for your tax strategy and business!
We've used Elevation Tax for many years now and have had an excellent experience with them. They have helped setup our small business and have done a great job helping us stay organized with our business and tax documents, and have helped make sure we stay on top of any new business and/or personal tax law changes. They have been very responsive and plan to continue using them going forward. Their rates are quite reasonable as well.
The Elevation tax team has taken over all things bookkeeping and taxes for all of my businesses. They?ve helped me optimize my entity structure to implement some tax strategies I was missing, and having them handle both bookkeeping and taxes is going to allow them to advise me throughout the year. I would highly recommend their team.
We just switched over to elevation tax and they have been great. They caught an error from our old accountant that saved us 30k Jeffrey Hunter David are amazing
Elevation Tax has been outstanding to work with! They have handled our situation with professionalism, expertise, and efficiency. Highly recommend their services from bookkeeping, tax prep, entity creation and management, payroll services, and more! Timely responses to our questions with dedicated account managers.
Elevation Tax has been great to work with - I started with them in 2019 and it was great timing because I had a duplex rental property and was just starting to ramp up my real estate investing. After conducting a review of my previous three years of taxes two very good things happened. First they found that the CPA that had been doing my taxes hadn't put my rental property on a depreciation schedule and secondly they outlined the legal structure to best manage my growing out-of-state rental portfolio. I
I was referred to Elevation Tax team, and making the decision to work with them has been one of the best business decisions I have made in years! I only wish I would have found them sooner to save me many headaches as an entrepreneur. Elevation Tax is my one stop shop for: Tax services, Bookkeeping, Registered Agent, & Payroll. I highly recommend this awesome team as they work well together and maximize efficiency and tax savings.
I've been working with Elevation now for several years. Paul and Ali have been amazing at helping me with all my questions. They are very responsive and explain things in a way that a "non-tax person" can understand. I've very thankful to have found Elevation Tax and would highly recommend them!
Even though I do not take advantage of the complete Elevation Tax services, I am always satisfied with the work I gain from Elevation. When I first began with Elevation, I utilized the bookkeeping services on a basis of what can they do for me. When I realized they were constantly keeping me up to date, I wanted to improve on the services. I requested time with Jeff Bullock and received his services immediately. Excellent! I am a small account but I always feel in excellent hands with Elevation. I actually
The Elevation Tax team has been essential in running our businesses smoothly. I have a total of 3 accounts with them and we couldn't do it without them. From Tax Prep to Bookkeeping to Entity Set Up, they have been super valuable. If you are looking for someone to help with the financial and legal side of your business, look no further, choose Elevation Tax.
Been with Elevation Tax for a few years. They are always easy to work with and know their stuff. I like companies that make business easy and they do that for me. I highly recommend them.
Elevation Tax has been my CPA for about five years and they are top notch. They know investors' needs. Their website and e-mails help educate me on the latest tax laws and how they can affect my circumstance. I recommend Paul and Jeff for your guidance and tax mentoring.
Breath of fresh air working with Elevation. I had to practically beg for information from my last CPA. With Elevation, they go above and beyond to make sure there is understanding. I 100% recommend. Excellent experience thus far!!!
I have been working with Elevation Tax Group for YEARS. I recommend them to everyone who asks for business or personal tax help. Nick Iverson has exceptional knowledge in his field and is such a people person. Easy to reach, easy to talk to and therefore easy to suggest my friends and family give him a call. He?s also GREAT at explaining things that may be confusing. Highly recommend this company and specifically Nick.
I had an exceptional experience working with Nick for my tax needs. His deep knowledge in accounting, combined with unparalleled responsiveness, made the process seamless and stress-free. Nick's attention to detail in handling my financials was remarkable, ensuring every aspect of my taxes was covered with precision and care. Beyond his expertise in tax preparation, Nick's insightful advice on financial management was invaluable. He goes beyond the basics, providing practical tips that are incredibly helpfu
We turned to Elevation Tax after working with several other accounting firms that didn't deliver on their promises. That was over 5 years ago. Elevation Tax Group has been a critical partner while we navigated through COVID and some difficult transitions with our internal finance team. Very personable, responsive and professional.
We have used Elevation tax services for a few years in a row. We love the service Nick Iverson provides. He is thorough in his work and very responsive to questions or needs. I appreciate his video instructions on how to complete our taxes so we don't miss anything. Extremely professional!
The Elevation Tax Representative that I have worked with the most is Nick Iverson. He is very knowledgable and professional. He has always provided very wise advice to advance the needs of my business. I highly recommend Nick's abilities and the services of Elevation Tax.
As a startup over 5 years ago, we were in dire need of expert accounting guidance, and that's when we found Elevation Tax. It has been an absolute game changer for our business. Nick Iverson, our dedicated accountant at Elevation Tax, has been nothing short of phenomenal. Nick's expertise, combined with his unwavering commitment, has been a cornerstone in our journey. His ability to navigate complex tax scenarios with ease and his proactive approach in financial planning has immensely benefited our company
Working with Elevation Tax group has been great! Both Jeff Bullock & Misty Bristow (bookkeeping) are incredibly easy to work with, are extremely knowledgable, and have made my life much easier as a busy small business owner. If I could give them 6 stars I would!
Elevation has not only looked after my business but also Jeff and his team has helped a new investor and entrepreneur like myself get educated and trained to build wealth. Ali is a great communicator and i recommend all the services provide 100%
My experiences with the tax team and the bookkeeping team have been fantastic! I highly recommend!!
These guys are helpful with strategy as well as the compliance. Friendly staff and they do good work. I have a real estate portfolio that they have helped me out with compliance on. It's hard to find a good tax shop that is priced fairly with good expertise. These guys fit the bill.
Employing Elevation Tax services for my accounting needs has taken the stress of bookkeeping off my plate. Their accountants are very effective and knowledgeable in ensuring my online business is in compliance and allows me the freedom of knowing the finances of my business are being run 'above board' and transparent. Elevation Tax is the MVP of my online business! A++++ accounting services
Love these guys!! They have a personable and friendly staff. I work with Nick who is very helpful and knowledgeable. He's done well to help me plan ahead to use tax laws to my advantage where possible as well as helping me look ahead at what to expect for tax time. Working with these guys is really the only enjoyable aspect of tax season! LOL
Great experience with bookkeeping through elevation tax. I can trust that everything is done on time and is done correctly. All of my questions have been explained in a way that is easy for me to understand, which has given me clarity on where my business is month-to-month.
Elevation has helped us for years and we love them! I am terrible at gathering info and doing things on time and they have held my hand every step of the way year after year. I highly recommend them to anyone who asks me about who does my taxes.
We are thrilled working with Elevation Tax! We have used their services for accounting purposes, LLC set ups, and general business inquiries. Their communication is solid and reliable, and we will continue to use their services.
Nick and his team were well prepared and knowledgeable. He's talked me through several tax situations and scenarios with ease and efficiency. I love the video explanation they send over once your taxes are prepared. It's outstanding.
Amazing place to take care of your taxes. If you want to work with a CPA that will ACTUALLY help you save money on taxes in the long run Elevation Tax is your place to go. Many CPA's claim to save you taxes while only delaying you paying taxes. Elevation knows longterm strategies for your business/personal income. Also a quick tip. Spending more money on a CPA typically means you'll save more money! I'll spend $1000 on a good CPA all day long if it saves me $10,000 or more in taxes. Highly recommend
I have used Nick Iverson as my tax preparer for years and have no plans to change. He is thorough and patient through the entire process and extremely knowledgeable. He and his firm have always gone above and beyond my expectations and make what could be a horrible time of year a breeze. If I could give more stars I would.
The entire team at Elevation Tax has been amazing. They promptly answer any question I have and always have my/my business best interest in mind. My tax future is safe in Elevation hands
Great service and excellent communication! Most importantly, the team is always trying to find ways to help and make the process of filing taxes and setting up business entities easy to understand while reducing the pain points as much as possible. I do and would recommend using their services!
Elevation Tax has been great to work with. I switched from an expensive accountant and found that the service and quality with Elevation Tax was every bit as good, but I saved a few dollars as well. They made switching accountants easy and have instilled confidence throughout that they are experts in their field.
We are so happy we found Nick at Elevation Tax! He is so knowledgeable, kind, and efficient! Thanks for all you do! We recommend him to our family and friends!
We've needed to hire a bookkeeper for our business for years. We finally made that jump with Elevation Tax and it's been an absolutely great fit. Their expertise has helped us get out of the weeds so we can grow the business is other ways.
I have been with Elevation Tax for several years and have no issues. Communication is stellar even from the CEO when I have reached out. All of my questions have been addressed with the utmost patience.
The team at Elevation is the most prompt team I?ve ever worked with when it comes responding to my questions, providing me the data needed for oversight of my business, and keeping me on time with annual reports, payments to government agencies, etc. As a small business owner who runs the business and provides the direct services I really their speed, efficiency, knowledge and friendly demeanor.
We used this firm a few years. Then a week before tax day April 2022, we contacted them about progress of our returns- for which we were diligently providing documentation, they informed us that they could not do our returns this year. I?m the field I work, that would be considered abandonment and my license would be in jeopardy.to add insult to injury, I received a hefty fine for not filing. They assured me they sent in the appropriate extension and provided me documentation. Now I have hours of my day dev
Great team of talented Tax professionals! Nick Iverson is a rockstar to work with! They help keep the process painless and punctual, and I appreciate that!
Nick was incredibly helpful and responsive. He also took the time to really explain to me why and how things worked the way they did which helped me feel more confident and informed, which I really appreciated!
Elevation Tax is AMAZING! They make my life so much easier. I never have to worry about our books.
Great work! Elevation tax is professional, reliable, and I am very happy with my experience with them.
So far, I have been super appreciative of the support during the transition. I love the team and I love the approach. THANKS
Excellent level of knowledge, skill set and customer service. Responsive and flexible to a variety of financial needs across the business.
Responsive and professional. Jeff Bullock and James Setterberg have taken care of us for the last couple of years. Awesome advice and friendly help. I highly recommend.
Place started out being a great help to me as a single owner small business with more losses than profit but became more or less sloppy with checking things and giving me the right advice so that we could grow. Very disappointing!!!
Very easy to work with. Talked me through all my tax information so I could get the best refund as possible.
We had a great experience with Elevation Tax!
Nick is and has always been excellent to work with. These guys are real pros at what they do.
We went through a few firms before finding Elevation Tax and we couldn?t be happier with the service we receive!
These guys are worth their weight in gold! Nick Iverson goes the extra to minimize my tax liability.
Very efficient and easy to work with. Would highly recommend!
Very detailed, easy to work with, and available for everything we've ever needed!
Fantastic service. Would highly recommend.
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.