25+
Years Of
Saving Clients
Thousands on taxes
THE TaX INDUSTRY IS BROKEN
Trusted Tax Strategists & Accounting Professionals
Our Approach
Our Process
Our Services
TELEMEDICINE
SPECIALTY DOCTORS
BUSINESS OWNERS
Our Services
EthicsPro Will Help You Rethink Your Taxes
Tax STRATEGY SERVICES
STRATEGY IMPLEMENTATION
tailor services
Why Choose Us
Tax Strategists & Tax Professionals
A Detail-Oriented and Personalized Approach
comprehensive tax plan
legal entity optimization
tax preparation & Filing
compliance management
asset protection/insurance
retirement planning
wealth management review
core strategy/implementation
Client Success Stories
Don't just take our word for it...Hear from our clients who share the financial impact they've experienced.
Meet Our Team
Tristen Eriksen
CEO | Finance & Tax Strategist
Tristen is a respected Financial Strategist and Partner. He understands that you want to create the business that is most important to you. He listens to your needs, vision and goals and works to achieve them. He is an advocate for winning your time back without sacrificing profit.
Kelsey Kasper
Tax Manager
Kelsey is a Certified Public Accountant licensed in the State of Alaska with six years of experience in public accounting. She has developed a broad range of experience in accounting, auditing, and tax preparation services. Kelsey finds it very rewarding that her work leads clients towards success and helps them achieve their goals.
Terri Ballard
Accounting Manager
Terri is a seasoned accounting professional with extensive experience in finance and accounting management, payroll, and cost optimization. Terri excels in ensuring precise financial reporting while adhering to regulations, with expertise in international finance, budgeting, and strategic guidance.
Beyond numbers, Terri enjoys hiking and reading, but her true passion lies in auto racing—Formula 1, IndyCar, IMSA, WEC, and NASCAR. As a proud CART Alumni, Terri recommends experiencing Speed Week at the Bonneville Salt Flats (SCTA).
Jarem Eriksen
Tax Consultant
Jarem is a finance professional with a solid educational background. He holds a degree in Finance from Utah Valley University and has further honed his expertise with a degree in Finance, Business Administration, and Management, General from Brigham Young University - Idaho.
Currently serving as a Senior Tax Consultant at EthicsPro, Jarem specializes in delivering substantial tax savings through advanced tax strategies and proactive tax planning. His comprehensive approach not only saves clients money but also reduces tax liability, infusing additional cash into businesses. Jarem's focus on growth strategies has proven resilient, standing the test of time even under IRS audit and scrutiny. With a wealth of knowledge and practical experience, Jarem is dedicated to helping businesses navigate the intricacies of taxation while optimizing financial outcomes.
Sarah Stuart
Client Account Manager
With a Bachelor's degree in Accounting from Weber State University, Sarah is well-versed in general ledger accounting, month-end financials, and diverse financial tasks.
Currently pursuing her MBA, Sarah has honed leadership and management skills, emphasizing the importance of building strong client and team relationships. Passionate and driven, she thrives in a fast-paced environment, embracing challenges with enthusiasm. Sarah's journey reflects her commitment to financial excellence and her genuine love for building meaningful professional connections.
Colynne Lowder
Client Account Manager
Colynne is a results-driven professional with a Bachelor's degree in Accounting from Utah State University. Colynne's expertise spans full-cycle accounting, from entering AP invoices to preparing financial statements and delivering comprehensive month-end analyses to clients. Colynne possesses a keen eye for detail, specializing in reconciling complex accounts and ensuring financial accuracy. Colynne's commitment to excellence and her ability to drive results make her a valuable asset in the realm of accounting and financial management.
Ibrahima Keita
Client Account Manager
Ibrahima's journey in accounting showcases his unwavering dedication to precision and expertise. He earned a Bachelor of Science in Business Administration, majoring in Accounting and Finance, from the University of Montana Western. Furthering his education, he obtained a Master of Accounting from Western Governors University, solidifying his expertise.
Recognized as a leader, his passion for basketball and travel reflects his dynamic nature. Driven by his genuine passion and pursuit of excellence, Ibrahima Keita inspires others with his dedication and expertise.
Rachel McPeek
Tax Preparer
Rachel is a highly skilled accounting professional with a Bachelor's degree in Business Administration, majoring in Accounting and Business, from the University of Dubuque. With a rich background spanning nine years in the accounting field, Rachel has cultivated expertise in diverse areas such as payroll management, bookkeeping, and the meticulous preparation of both corporate and individual tax returns.
Rachel's unique blend of academic excellence and extensive hands-on experience positions her as a valuable asset in the accounting realm. Whether navigating intricate tax regulations or ensuring precise financial records, Rachel brings a wealth of knowledge and dedication to her role in the world of finance.
Franklin Mboh-Eyambe
Tax Preparer
Franklin is a detail-oriented Tax Accountant with a proven track record in financial analysis, tax planning, and bookkeeping. Adept at preparing tax returns, financial statements, and reports. He holds a Master's in Accounting from The University of Texas Rio Grande Valley and brings valuable experience from his previous roles. Dedicated to providing sound financial advice and ensuring compliance with tax regulations.
Patrick Oliver
Tax Preparer
Patrick is an accomplished tax professional with a wealth of experience and expertise in taxation. As a licensed IRS Enrolled Agent (EA) and holder of a Master of Science in Taxation (MST) from California State University, Patrick brings a comprehensive understanding of tax laws and regulations to his roles. Patrick's educational background includes a Bachelor of Science in Business with a focus on Finance from the University of Phoenix, Pasadena, demonstrating his commitment to excellence in the financial field. Dedicated to staying updated on the latest developments in taxation, Patrick is poised to continue making significant contributions to the field, ensuring clients receive the highest level of expertise and service.
Angelie Lim
Accounting Tax Specialist
Rhona Mbanta
Accounting Tax Specialist
Leonardo Santiago
Accounting Specialist
Jillianne Valencia
Accounting Specialist
Marjorie Abesamis
Financial Accountant
Our Statistics
%
Average Return on Investment
Average Yearly Client Savings
Latest Resources
From new tax laws to tips that will save you tax dollars, our job is to help you understand your tax position.
The Augusta Tax Strategy For Tax Savings [White Paper]
Do you like to golf? Well, you are about to! The Augusta Strategy, which is based on the most prestigious golf...
Get Ready to Maximize Your Tax Savings with the Right Entity Structure
As a business owner, you know how important it is to save money. But did you know that one of the best ways to do so...
Why CPAs Don’t Tax Plan
During Covid we took the opportunity to do some research. We found that most business owners think that their...
Gain Access To Your Tax Assessment
Ready to stop overpaying taxes and start building personal wealth?
We’re ready to help! Use this form to get started and our qualified team of tax experts will get back to you promptly.