Business Details
Expert Tax & Accounting Services in North Highlands
Incompass Tax, Estate & Business Solutions is dedicated to providing comprehensive tax, estate, and business consulting services. Our team of Enrolled Agents, CPAs, and experienced tax professionals proactively identify deductions and credits often overlooked by traditional preparers. We specialize in tax planning for individuals, businesses, estates, and trusts, with a focus on asset protection, corporate compliance, and estate considerations.Our approach integrates the complexities of tax law, business strategy, and life transitions to deliver tailored solutions. With decades of combined experience, we prioritize client relationships and aim to simplify financial challenges while maximizing savings.
Services
Tax Preparation
Estate Planning
IRS Audit Representation
Accounting Services
Corporate Compliance
Payroll Management
Tax Resolution
Audit Insurance
Highlights and features
- Our team includes Enrolled Agents and CPAs with decades of tax expertise.
- We offer audit insurance for added client peace of mind.
- Specialized in complex IRS and state tax problem resolution.
- Personalized approach to tax planning and estate management.
- Proactive identification of tax-saving opportunities for individuals and businesses.
Services
Tax Preparation
Our tax preparation service ensures accurate and comprehensive filing for individuals and businesses. We specialize in identifying deductions and credits to minimize liabilities while maintaining compliance with federal and state regulations. Our team stays updated on evolving tax laws to provide strategic guidance tailored to each client's financial situation.
Estate Planning
We offer customized estate planning solutions including trusts, wills, and asset protection strategies. Our approach addresses inheritance concerns, tax implications, and long-term care planning to preserve wealth across generations. We work closely with clients to create legally sound documents that reflect their wishes and protect beneficiaries.
IRS Audit Representation
Our experts provide dedicated IRS audit representation to resolve disputes and collection issues. With former IRS agents on staff, we navigate complex audit processes to achieve favorable outcomes. We prepare documentation, communicate with tax authorities, and negotiate settlements to reduce penalties and liabilities.
Accounting Services
We deliver comprehensive accounting solutions for businesses, including payroll management, financial reporting, and compliance filings. Our services ensure accurate record-keeping and streamline financial operations. We support clients with audit-ready documentation and real-time financial insights to improve decision-making.
Corporate Compliance
Our corporate compliance service helps businesses maintain legal and regulatory adherence. We assist with entity formation, annual filings, and HR policy development. We provide ongoing guidance to ensure companies meet state and federal requirements while protecting their liability shields and tax benefits.
People
Randy Roth
Principal, Tax & Business Consultant
Enrolled Agent with 35 years of experience specializing in tax planning, estate consulting, and business entity formation. Holds a Master's in Estate Planning and Taxation. Former IRS Practitioner Liaison and three-term president of the Sacramento Valley Chapter of the California Society of Enrolled Agents.
Barbara Tackett
Principal, Tax Consultant
NTPI Fellow and Enrolled Agent with expertise in IRS audit resolution. Former 10-year IRS Revenue Officer with specialized knowledge of tax collection processes. Active in California Society of Enrolled Agents leadership and community volunteer work.
Nathan Kluth
Accounting Department Manager
CPA candidate managing accounting operations for businesses and nonprofits. Experienced in payroll, HR compliance, and audit-ready bookkeeping. Brings multidisciplinary expertise from nonprofit and corporate finance roles to client service.
Mark Tubbs
Corporate Compliance Specialist
Corporate compliance expert with background in state government and construction industry HR management. Assists businesses with entity structuring, annual filings, and employment policy development while supporting tax preparation activities.
Warren Royal
HR Compliance Manager
Corporate compliance professional with 22 years of business administration experience. Specializes in maintaining liability protections through proper entity structuring and HR policy implementation for small to mid-sized businesses.
Questions
What services does Incompass Tax offer?
We provide tax preparation, estate planning, IRS audit representation, accounting, and corporate compliance services for individuals and businesses.
Do you specialize in IRS tax problems?
Yes, we have experts who handle IRS audits, collections, and tax resolution cases with proven strategies.
What areas do you serve?
We primarily serve North Highlands, Sacramento, and clients across California.
Are your tax professionals certified?
Our team includes Enrolled Agents, CPAs, and tax specialists with advanced credentials and decades of experience.
Can you help with estate planning?
Yes, we offer comprehensive estate planning services including trusts, wills, and asset protection strategies.
Reviews (6)
Ayla Sultan
Mar 19, 2022
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Rude, overpriced, if you use David or deal with the secretary Christine, be ready to be insulted and talked down to. Leaving their tax services was a positive move for my company. I did my taxes with H&R block this year and was treated with respect and paid less too. I was just glad I didn't have to deal with their unprofessional and aggressive ways.
Amy Sagraves
Oct 09, 2021
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My previous review, detailing my nightmare experience, has disappeared. I'm so passionate to warn away potential customers that I'm posting again. Please do not risk your finances! Go anywhere else!
Grout ReNew
Jul 22, 2021
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We use Incompass for our books and corporate returns, for the past 10 years. The price is reasonable, service is good, and the returns are accurate. We have not been audited, and there were never any errors on previous returns. We plan on using them for years to come.
David Rangel
Jun 24, 2021
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Joshua my tax preparer was very professional, helpful, and an all around good guy, my tax papers were done on Monday and I had my refund from the state on Friday. Thank you, Joshua.
Jeff Hill
Apr 07, 2021
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Me and my wife used this horrible company for our 2017/2018 taxes. The first year i got a notice from IRS that I owed $1,200. I gave the paper to Christine. Never ever heard anything back. I emailed David and no response. I should've knew better to continue my business with them. 2018 came and they got that wrong also. So I didn't go through with personal. My wife called today to get a copy of our business tax return. She was told that they would not give it to us unless we pay for our personal. Do not use this company GARBAGE, I repeat GARBAGE.
Ken Banghart
Jan 20, 2021
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I've been using this company for many years now, honestly I think the negative reviews are from people who probably didn't provide enough information, or simply found out they have to pay instead of getting a refund. Incompass has EA, or Enrolled Agents, who are extremely knowledgeable, experienced and have the latest software. I don't have a business, but have continued to use them for my personal just because of the highly professional and favorable results I've received. Of course no one can guarantee you're getting money back, but in my experience they find each and every way to maximize it for you.
