Welcome to Kaizen Tax Group, Inc.

Dedicated to enhancing productivity and boosting efficiency, we offer skilled tax preparation, tax planning, CFO services, accounting, and advisory services, empowering you to focus on your core business with financial confidence.

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Tax Preparation and Tax Planning

At Kaizen Tax Group, our knowledgeable and friendly tax professionals are adept at preparing both personal and business tax returns, ensuring accuracy and maximizing benefits while minimizing liabilities. We provide year-round tax planning, conducting thorough research and analysis of each client’s financial position and objectives to safeguard assets and reduce tax burdens. Our strategic approach helps clients achieve optimal financial outcomes.

CFO Services

As a small business, you may not have the resources to hire a full-time CFO, but with Kaizen Tax Group, that is not necessary. Our dynamic CFO services are tailored to help small businesses increase profitability. We implement strategies to reduce expenses, improve operations, boost cash flow, establish effective checks and balances, and enhance your bottom line. Let us be your financial partner in success.

Monthly Accounting Services

Our monthly accounting services are designed to keep your finances organized and accurate. Our primary objectives are to provide a monthly snapshot for you as a business owner to better understand your numbers and effectively run your business, and to ensure your financial statements are ready for tax time by January each year. Our proactive approach helps identify opportunities for cost savings and efficiency improvements, allowing you to focus on growing your business with confidence.

Advisory Services

Thinking of selling your business? Our advisory services provide a deep dive into the exit from your business, often saving you hundreds of thousands of dollars in unnecessary tax. With our guidance and direction, you can reduce your taxable income and negotiate the optimal terms for a purchase or sale. Additionally, our advisory services include strategic planning, financial analysis, and operational improvements, ensuring that your business is well-positioned for growth, efficiency, and profitability. Trust us to provide comprehensive advice that aligns with your business goals and maximizes your financial outcomes.

About Kaizen Tax Group, Inc

We believe in the power of connection. We view our relationship with you not just as a service, but as a true partnership. Our commitment to providing close, personal attention is rooted in years of advanced, ongoing training and a passion for maximizing your financial tax savings. When you succeed, we succeed.

Our Team

Ted Edwards, MAcc

Ted Edwards, MAcc

Brigham Young University
Senior Partner

 

Tracy Smith, MTax

Tracy Smith, MTax

Weber State University
Senior Partner

Shelly Miller, MTax

Shelly Miller, MTax

Weber State University
Associate Tax Partner

Tabitha Smith, MTax

Tabitha Smith, MTax

Weber State University
Accounting Manager

Melissa Buckwalter, BS

Melissa Buckwalter, BS

Brigham Young University
Tax Associate

Emily Bennett, AS

Emily Bennett, AS

Snow College
Tax Associate

Kaycee Williams, BS

Kaycee Williams, BS

Utah Valley University
Accounting Associate

Jen Menlove

Jen Menlove

Tax Associate

Carolee Marsala

Carolee Marsala

Ensign College
Accounting Associate

Lauren Klafke, BS Accounting

Lauren Klafke, BS Accounting

Western Governors University
Accounting Associate

Caleb Miller, MSC

Caleb Miller, MSC

University of Phoenix
Tax Associate

Sarah Vance, BS

Sarah Vance, BS

Brigham Young University
Tax Associate

Bob Wright, BS

Bob Wright, BS

Utah Valley University
Tax Associate

Rachael Sullivan

Rachael Sullivan

Administrative Assistant

Brook Andreason

Brook Andreason

Administrative Assistant

Barbara Blake, MS

Barbara Blake, MS

University of Phoenix
Accounting Associate

Ryan Smith

Ryan Smith

Ensign College
Accounting Associate

Accounting Associate

Accounting Associate

Arizona State University
Tax Associate

info@kaizen.tax