You might want to think again about why you should put some focus on your tax situation. How much money are you missing out on? –>>
Do you wonder what your tax dollars are really being spent on??
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The Incite Tax Philosophy
Incite means to cause to action. As profit advisers, we help our clients take action with taxes and cash flow so they can grow their wealth.
Incite Tax & Accounting provides the premier proactive tax and accounting experience to small business owners and individuals. We believe that stimulus of prosperity happens best in the hands of people and not government entities. That’s why we help out clients stick it to the IRS and save MORE money than they have before!
Our team lives by three core values:
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Value exchange – We save our clients more in taxes than what they pay us.
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Self – Motivation – Team members are driven to provide the best service to our clients.
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Constant Improvement – No one is perfect and we can always find ways to improve. We just are proactive about improvement.
Is Incite Tax Right For Me?
As you noticed from our site so far, the IRS sucks.
What I mean is, they’re greedy and not using your tax dollars very well. I believe there is a better way for you. That way is keeping more of your hard earned cash in your pocket.
Yes, it’s important that you pay your legal fair share, but what you may not realize is there are so many options, strategies, and methods for you to take home even more money!
You’re not in the business to study the tax code and uncover secret tax loopholes or learn tactics to save money, BUT we are!
AND most accountants DON”T provide that value to their clients. You need a partner and someone you can trust to have your back. Some CPAs feel like they work for the IRS and not for YOU. That couldn’t be more frustrating because you’re leaving money on the table when it should be in your bank account!
Client Success Story Segments:
♦ “You handle all of the details, paperwork, etc, and it feels good knowing that I can rely on a firm that will help me navigate an area that I’m totally unfamiliar with – all the while with MY best interest in mind. Thank you!”
♦ “You’re not just your average CPA firm that is scared to take calculated risks. You hate the IRS and I love that!!”
♦ “I liked the outside the box approach to finding tax savings, the open line of communication and ability to get my questions answered rapidly, the detailed follow up and through and the quick turn around time. You kept the promises you made and actually saved me time and money. THANK YOU!”
We're NOT "Accountants"!
What I mean is we aren’t your traditional or typical “tax firm”, we are human beings that do tax and accounting, (which I hope you’ve been able to see by now)
Tax and accounting is probably not something you deal with everyday, it is however something WE THRIVE IN. And we’re here to help you not only save money on your taxes but also build a sound financial platform for perpetual growth and abundance in your life.
BOTTOM LINE, If your tax situation is fine tuned and working for you, you open the door for an increase in capacity to grow your wealth and improve your financial position.
We help facilitate that transformation!
Stick it to the IRS, that’s our motto!
Look, Don’t let the IRS take advantage of what you don’t know. Educate yourself on tax benefits that are legal and the right ones that will save you thousands right now!
Get our FREE report of strategies and deductions that will easily show you how to keep thousands more dollars this year.
PLUS
The report also has some bonus resources and a tax strategy packet that will show you a $15,000 tax deduction… It’s awesome!
Ever Heard of a Microgym Accountant?
Our focus is to help our clients, ESPECIALLY MICROGYMS build a strong business and increase their profits.
“Can I write this off?” You probably ask yourself this all the time.
That is good, you should be always asking if the purchase is a legitimate write off.
The sad truth is…most business owners don’t realize there is a better way, a more effective way to treat your financial situation. As you’ve seen above the government sucks at spending your hard earned money. Take advantage of the tax code and maximize your take home with smart strategic methods. Your tax and accounting efforts don’t need to be a burden, they can be a strength. This picture is of some of our team at our local Box CrossFit GSL. Just as we need to have consistent exercise to stay healthy and improve our strength, your business operates the same way. In order to be as profitable and tax advantageous as possible, you need ongoing coaching and advice.
You have the possibilities to take home so much more and leverage your situation as a business owner, (even if you’re simply getting 1099 income). If you’re looking for an accountant Sandy trusts then let’s have a conversation and see if we are the right fit for you and your situation!
Meet the Incite Team
John Briggs graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network door to door sales company located in Provo, UT.
As Controller, John helped the company implement budgets designed to improve productivity while eliminating excess and unnecessary expenses. He helped structure compensation packages for sales reps and advised executives, employees, and sales contractors on investment decisions. John later moved on to become a partner at a small accounting firm where he managed the day to day operations, prepared tax returns for clients, and participated in budgetary meetings with the firm. He saves his clients on unnecessary taxes and educates them on how to properly document business expenses. His core belief is that when your tax and accounting needs are approached proactively, both can become a resource for you to create wealth in your life. John is a CPA and also has a lean six sigma master black belt certification. This discipline of education allows John to help businesses improve their efficiencies by eliminating defects in the production or service cycle while also helping businesses cut waste from their operations.
John Briggs, CPA
Founder & CEO
John Briggs graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network door to door sales company located in Provo, UT.
Ryan Vaughn
Marketing Guy
Ryan handles the marketing and growth of the company. Ryan went to Utah Valley University and studied business, Entrepreneurship. For the past 4 years he has been a devoted student of marketing. He is married and loves being with his beautiful wife. He thrives off success and thoroughly enjoys helping others. He is motivated and prides himself off transforming inefficiencies into very productive processes. If there is problem, look to him to remedy the situation. He is light hearted and makes anything he does enjoyable. Ryan is a cheerful individual who loves making others laugh and appreciate life.
Heather Harris
Executive Assistant
When Heather joined Incite Tax, she brought with her a fresh view of the tax and accounting world. Prior to her employment at Incite Tax, Heather worked as support staff serving clients in a variety of industries including education and property management. She has experience in the fields of billing, secretarial and customer service. Heather has a bachelor’s degree in Home and Family Living from Brigham Young University. When she’s not working, Heather enjoys exercising and cooking new healthy recipes.
Mandy Thornton, CPA
Tax Analyst
Mandy graduated with her Master’s degree in Accounting from the University of Utah. She got her CPA license shortly after finishing school. She worked for a small CPA firm for 8 years before joining the Incite Team. Mandy joined our team in July 2015 and can’t imagine not working for Incite Tax! She loves being able to interact with clients and guide them in the right direction to save as much as they can on their taxes. She always is trying to find new ways to simplify the complicated tax code to help her clients understand what is going on. She is very organized, and loves task lists. Mandy has lived in Utah her whole life and absolutely loves the different seasons it provides! She takes advantage of the mountains being so close and spends as much time out in mother nature as she can with her husband, dogs, and family.
Lynn Merritt
Tax Accountant & Bookkeeping Specialist
Before devoting his work full time to Incite Tax, Lynn filled his time running his own business, managing large international non-profits and serving on various executive boards of directors. He has over two decades of accounting experience working exclusively with entrepreneurs and business owners. His goal for his clients is to make sure they keep as much money in their pockets as possible. He knows the need for cash flow and stays up nights finding new strategies for his clients. In addition to being a crack tax associate -he is an avid golfer and gets as much time in with his grandchildren as is possible
Michele Baer, CPA
Tax Professional and IRS Tax Resolution Specialist
Michele graduated from the University of Utah with a bachelor’s degree in accounting. She is a CPA and started her career doing audit work for a local Utah CPA firm.
She has been preparing taxes for the last 6 years and is excited to be working at Incite Tax. She looks forward to becoming acquainted with her clients and their businesses.
Her main goal is to help her clients run their businesses as efficiently as possible while paying the least tax legally allowed. Michele is awaiting the arrival of her first grandchild.
She loves reading, solving crossword puzzles, and spending time outdoors.
Nathan Jarvis, CPA
Tax Accountant
Nate has been having a love affair with tax work since preparing his first tax returns in 2007. Seriously, being able to help someone save thousands of dollars in tax gives him a (natural) high every time. After he got hooked, he went back to school and completed master’s programs in business administration and accounting at University of Phoenix so he could come work for Incite and feed his addiction full-time. Nate is an entrepreneur at heart. As a family man with a gorgeous wife and five amazing children that make him a little too proud sometimes, Nate is living the dream. He loves to spend time teaching them how to tap dance and sing. He also likes to exercise with family and friends, and especially likes running because he can enjoy time with them in the great outdoors while getting into better shape.
Kirsten Malmrose
Assistant
Kirsten joined the Incite Tax team in January of 2019. She is currently working on earning her bachelor’s degree in Accounting from Southern Utah University. Kirsten worked at our firm previously as a seasonal office assistant in 2017. She loves interacting with and getting to know our clients. In her free time, she enjoys scuba diving, rock climbing, and just about anything outdoors. Whenever she gets the chance she is always looking for new places to visit and new countries to see. Kirsten loves dedicating time to service projects, some of which have recently taken her to Heredia, Costa Rica and Cusco, Peru. Most of all she loves spending time with her incredible husband, Logan.
Mitch Sundwall
Tax Accountant
Mitch joined the Incite Tax team in July of 2017. He graduated from Western Governors University with a bachelor’s degree in business management. He has a variety of experience, including accounting, bookkeeping, underwriting, and tax preparation. With four busy seasons of tax prep experience, he is excited about the world of tax and its many possibilities. He is the father to three boys, an outdoors enthusiast, and a die-hard Yankees and Utes fan. He is currently enrolled in the Masters of Accounting program at Liberty University. Wood working, hunting, fishing, training his new puppy, and wandering around Cabela’s take up most of his time outside of work. He is married to his best friend and partner in crime, Megg.
Daniel Garibay
Staff Accountant
Daniel joined Incite in August of 2019. Since high school, he always had a natural affinity and understanding of accounting. After enlisting in the Nevada Army National Guard in 2014, he began school the next year. Fast-forward a few years, and Daniel is now a recent graduate from the University of Nevada, Reno, where he earned his Bachelor’s in Accounting. At the same time, Daniel received a commission as a Second Lieutenant in the Utah Army National Guard as a Transportation/Logistics Officer.
Daniel’s tax experience started in early 2018 where he began doing volunteer tax returns through the IRS. Since then, he knew Tax Accounting was the field he wanted to pursue. He plans to complete a Master of Accounting program and earn his CPA within the next few years. In his free time, Daniel enjoys spending time with his wife and six pets (that’s right, SIX), snowboarding, hunting, competitive shooting, and playing video games.
Eryn Smith
Profit First Professional, Cash Management Expert
Eryn joined the Incite Tax team in November 2018. She is a former CrossFit gym owner and as far as we know, the only gym owner turned Profit First professional in the world! She graduated from Rutgers University in 2007 and proceeded to galivant all over the country, moving from New Jersey to Hawaii, to southern California and northern California, then back to NJ, only to finally end up in North Carolina where she started her gym, CrossFIt JuiceBox, in 2014. The gym was a huge success, but she found that she loved numbers and profit more than running the gym…so she sold the gym and decide to partner with the guy who was doing her payroll, Lee Crane, and they opened Box Business Solutions, whose main service was providing bookkeeping and Profit First to CrossFit gyms. Soon after becoming involved with Profit First, Eryn and John connected. When they finally got a chance to meet face to face, they decided that the best way to do the most good with their talents would be to team up. In November 2018, BBS officially became part of the Incite Tax team and Lee and Eryn could not be happier! Eryn is married to her favorite workout partner, Carson, and they are expecting their first baby this Christmas.
Carrie Self
Administrative Assistant
Carrie has an Associate’s degree in business accounting, and a wealth of life experience, including working in the corporate headquarters of a major insurance firm, handling international payroll for an overseas oil company, and getting to know the ropes of public education.
Outside of work, Carrie is the mother of four adult children and, grandmother of more than a dozen grandchildren, which she and her husband Peter, enjoy visiting as often as they get the chance. Carrie’s real dream is to spend her days just lying in the warmth of the sun on a beautiful sandy beach, but when that’s not an option she fills her spare time with card making, gardening, hiking, fishing, and tackling the ever-present list of home improvement projects.
Sarah Zilbershteyn,
Administrative Assistant
Sarah is part of the Administrative Team for Incite Tax. She brings with her extensive experience with client management, customer service and professional support. She loves challenges and won’t back down from a daunting project. When she’s not working, she fills her time with her family. (One lovely daughter and three awesome boys!) She loves baking -and sabotaging her coworkers’ diets. Sarah’s superpower is her art. She uses a technique called stipple (drawing one dot at a time) to create her illustrations.
Stanley Tsai
Staff Accountant
Stan graduated from Brigham Young University-Idaho with a bachelor’s degree in accounting. Before Stan joined the Incite Tax team, one of the most interesting experiences of his life was a job as a semi-truck driver in the oil fields of North Dakota. His stint behind the wheel gave him a bigger appreciation for what he excels at – accounting! After college, he worked for a small CPA firm in Taiwan and a technology company in Utah. Stan is happiest when he’s outdoors. He likes running, biking, hiking, and traveling. He has completed several races & trail marathons. His longest race was 50K by The North Face.
Heather Sanders
Administrative Assistant
Heather is one of the assistants on the Incite Team. She came to Incite Tax in 2019 with outstanding experience in the assistant and administrative fields. Her strengths in organization and customer relations are a huge asset to the team. She is very detail oriented and loves helping others. In her off time, Heather enjoys time with her three kids & being with family. She also loves movies, and being creative doing crafts with her sister. She is a serious music aficionado – she is a walking musical database!
