Business Details
12 Years
experience
Trusted Accounting and Tax Services in West Jordan, UT
Elevation Tax is a trusted financial partner dedicated to empowering small business entrepreneurs by removing the stress of accounting and back-office operations. Founded in 2014, our mission is to deliver seamless, cloud-based financial solutions that help clients focus on growing their businesses while our team of expert professionals handles the numbers with precision and care. Guided by values of client-centered service, teamwork, honesty, innovation, and dependability, we build lasting partnerships through proactive strategies and personalized support. As a forward-thinking firm, we strive to be the premier one-stop accounting solution nationwide, where small businesses find financial clarity. Our team includes Certified Public Accountants (CPAs), Enrolled Agents (EAs), and Certified Management Accountants (CMAs) who bring deep technical knowledge and practical, industry-specific insights to every client engagement.We combine personalized service with cutting-edge technology like Xero and Gusto to provide modern, efficient solutions. With transparent pricing, a friendly and knowledgeable team, and a commitment to helping clients reach their financial goals, we offer year-round consulting and support that extends far beyond tax season. Our expertise spans entity structuring, bookkeeping, payroll, tax preparation, and strategic tax planning, ensuring comprehensive support for entrepreneurs, executives, and independent professionals.
Services
Tax Preparation
Bookkeeping
Payroll Service
Entity Structuring
Tax Planning
Details
- Year established: 2014
Highlights and features
- We have over 10 years of experience in small business accounting and tax services.
- Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs).
- We use Xero and Gusto certified platforms for accurate, cloud-based solutions.
- We provide year-round consulting and support, not just tax season assistance.
- We guarantee transparent pricing with no hidden fees.
Services
Tax Preparation
Our tax preparation services ensure compliance and minimize liability for individuals and businesses. Certified professionals handle federal and state filings, multi-state returns, and industry-specific challenges. We focus on maximizing deductions while maintaining accuracy and adherence to evolving tax laws.
Bookkeeping
We provide real-time bookkeeping using Xero-certified platforms to maintain financial clarity. Services include transaction categorization, reconciliations, and monthly financial statements. Our cloud-based system ensures secure, up-to-date records for informed business decisions.
Payroll Service
Our Gusto-certified payroll team manages employee payments, tax filings, and compliance. Services include direct deposit setup, new hire reporting, and integration with bookkeeping systems. We ensure accurate, timely payroll processing for businesses of all sizes.
Entity Structuring
We help businesses choose optimal legal structures to minimize taxes and liability. Services include entity review, compliance filings, and ongoing support. Our experts guide clients through LLC, S-Corp, and C-Corp options tailored to their long-term goals.
Tax Planning
Proactive tax planning services include in-year projections and strategic adjustments to reduce liability. We analyze financial data to optimize quarterly payments, identify deductions, and align tax strategies with business growth and regulatory changes.
People
Jeff Bullock
Director of Operations
Jeff founded Elevation Tax in 2014 after working at PricewaterhouseCoopers. He holds advanced accounting degrees from Brigham Young University and specializes in strategic tax solutions for entrepreneurs.
James Setterberg
Director of Tax
James leads tax strategy with a Master of Taxation from Weber State University. He joined Elevation Tax in 2014 and focuses on complex tax compliance and advisory services for businesses.
Nick Iverson
Director of Accounting
Nick holds CPA, CMA, and EA credentials. He specializes in financial clarity and strategic planning, combining tax expertise with management accounting to deliver comprehensive solutions for clients.
Hunter Mattson
Director of Client Success
Hunter manages client relationships with a focus on financial statement clarity. He holds advanced accounting degrees from BYU and Utah State University, ensuring data-driven client support.
David Jacobs
Tax Accountant
David is an Enrolled Agent with experience in tax strategy and IRS representation. He holds degrees from Brigham Young University-Idaho and Marylhurst University, specializing in complex tax resolution.
Questions
What accounting services does Elevation Tax offer?
We offer tax preparation, bookkeeping, payroll, entity structuring, and tax planning services tailored to small businesses and entrepreneurs.
How does Elevation Tax ensure accurate bookkeeping?
We use Xero-certified cloud-based platforms for real-time financial tracking, reconciliations, and monthly reporting to maintain accuracy and transparency.
Do you provide nationwide tax services?
Yes, we serve clients nationwide with federal and multi-state tax filings, compliance support, and strategic planning.
What sets Elevation Tax apart from other firms?
Our combination of certified professionals, cloud technology, and year-round consulting creates personalized, proactive financial solutions for small businesses.
Are your payroll services compliant with regulations?
Yes, our Gusto-certified team ensures payroll compliance with federal, state, and local laws, including tax filings and reporting.
How can I schedule a free consultation?
Contact us at 888-519-1666 or via email to schedule a free consultation with our accounting experts.
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Reviews (2)
Dave King
Aug 09, 2018
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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.
Donavon Sisam
Jun 22, 2018
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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.
Jeff Bullock and James Setterberg have taken care of us for the last couple of years.
Awesome advice and friendly help. I highly recommend.
