About Us

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.

Sarah is a highly skilled accounting professional with a strong foundation in financial strategy, critical thinking, and strategic planning. She holds a Master's in Business Administration from the University of Utah and a Bachelor's degree in Accounting from Weber State University. Prior to joining the team, Sarah gained a wealth of knowledge working for a large construction and real estate development firm, a ski resort, and a health consulting firm. Throughout her career, she has developed robust leadership and management capabilities, placing great emphasis on cultivating strong relationships with both clients and team members. Passionate and driven, Sarah thrives in fast-paced environments, tackling challenges with enthusiasm and a proactive mindset. Her journey is a testament to her commitment to financial excellence and her passion for fostering meaningful professional connections.

With over 15 years of experience as a CPA, Lucy Mayer specializes in tax strategy and compliance. A graduate of the University of Illinois Urbana-Champaign with a Master’s in Taxation, Lucy has worked with a wide spectrum of clients, from publicly traded companies to closely held businesses. Her approach goes beyond tax returns—she focuses on deeply understanding her clients’ personal, professional, and long-term goals to provide tailored, strategic advice that empowers them in their financial planning.

Lucy’s dedication to building meaningful relationships sets her apart. She believes in educating her clients, helping them feel confident and informed about their financial decisions.

Outside of work, Lucy is an Army wife, proud mom of two, retired skydiver, and a self-proclaimed nerd with diverse interests beyond tax and accounting. Whether it’s exploring the outdoors or diving into new challenges, Lucy brings the same passion and curiosity to life that she does to her work.

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.

With over 10 years of experience in accounting and tax preparation, Rachel brings a wealth of knowledge to the firm. She holds a Bachelor's Degree from the University of Dubuque in Dubuque, Iowa and an IRS Enrolled Agent (EA) license. Rachel brings extensive expertise in entity registrations, payroll, accounting, and comprehensive tax preparation services. Dedicated to helping individuals and businesses manage their financial operations efficiently, Rachel is well-versed in navigating complex regulations and ensuring clients meet their financial and compliance goals.

Savannah Vach is a highly skilled tax professional with a distinguished academic background and extensive experience in the field. She holds both a Bachelor’s degree in Accounting and a Master’s degree in Taxation from the University of Miami, where she cultivated a deep understanding of tax regulations and financial strategy.  Savannah is dedicated to providing exceptional service and is passionate about staying current with the latest tax laws and regulations. She is committed to continuing to make contributions to the tax field and providing clients with the best experience possible.

As a valued member of the firm, Ben brings a strong academic and professional background, holding a Bachelor's degree in Accounting & Finance, a Master of Accounting with an emphasis in Taxation, and a Master of Business Administration. Currently, he is pursuing the Enrolled Agent (EA) credential to further enhance his ability to represent clients in matters related to taxation. Ben’s attention to detail and dedication to client service underpin the strategic financial counsel he will provide, helping clients navigate complex tax structures and achieve favorable outcomes.

With over five years of experience in tax, accounting, and client management, Tiffany Moore currently serves as a Tax Associate at EthicsPro.

She holds a Bachelor’s degree in accounting and finance and a Master’s degree in Accounting. Tiffany Moore excels in gathering and organizing tax information, ensuring efficient workpaper preparation, and handling general bookkeeping tasks using QuickBooks and QuickBooks Online. Tiffany Moore’s dedication to precision, relationship-building, and client satisfaction has contributed to their growth as a trusted professional in the industry. Tiffany is working towards her Enrolled Agent certification through the IRS in order to further her knowledge of taxation. In her free time she enjoys being outside and traveling.

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.