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.
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
Brigham Young University
Senior Partner
Tracy Smith, MTax
Weber State University
Senior Partner
Shelly Miller, MTax
Weber State University
Associate Tax Partner
Tabitha Smith, MTax
Weber State University
Accounting Manager
Melissa Buckwalter, BS
Brigham Young University
Tax Associate
Emily Bennett, AS
Snow College
Tax Associate
Kaycee Williams, BS
Utah Valley University
Accounting Associate
Jen Menlove
Tax Associate
Carolee Marsala
Ensign College
Accounting Associate
Lauren Klafke, BS Accounting
Western Governors University
Accounting Associate
Caleb Miller, MSC
University of Phoenix
Tax Associate
Sarah Vance, BS
Brigham Young University
Tax Associate
Bob Wright, BS
Utah Valley University
Tax Associate
Rachael Sullivan
Administrative Assistant
Brook Andreason
Administrative Assistant
Barbara Blake, MS
University of Phoenix
Accounting Associate
Ryan Smith
Ensign College
Accounting Associate
Accounting Associate
Arizona State University
Tax Associate