We are more than a tax preparation / document preparer company. We are year-round, and employ skilled tax professionals, Enrolled Agents and CPAs who are pro-active in looking for that deduction or credit that other tax preparers often miss.
Our methods set us apart from traditional tax and accounting firms. As our name Incompass implies, we take a BIG picture approach in our tax advising that encompasses the disciplines and ever-changing-rules of tax law, business compliance, estate considerations, and the issues of aging.
We invite you to peruse our website to find all of the ways that we can be of value to you—now, and throughout your lifetime. We want to build that life-long relationship with you starting now.
Randy Roth, EA, MSFS
Principal, Tax & Business Consultant
Randy Roth is a tax, estate & business consultant practicing in the areas of tax preparation and planning for individuals, businesses, estates, trusts and non-profit organizations. He advises in the formation of business entities, corporate compliance matters, real estate holdings and non-profits—as well as in their on-going maintenance.
His focus encompasses the BIG picture, considering issues involving aging, asset protection, and estate planning. He provides advisory services to Trustees, Executors, and Administration attorneys.
In addition, Mr. Roth advises the real estate professional business owner, the real estate investor and the construction trades business owner in tax reduction strategies and compliance issues.
He is an owner and principal of Incompass Tax, Estate & Business Solutions, an Enrolled Agent and holds a Masters Degree with a specialization in Estate Planning and Taxation and has been in the tax business for thirty years.
Mr. Roth has been President of the Sacramento Valley Chapter of the California Society of Enrolled Agents (three times) and has represented his Chapter as a Practitioner Liaison to the IRS in Sacramento. He assists his firm in representing clients in audit and collection matters before the IRS and FTB. David S.
Kasperik, CPA, CGMA
Principal – Business Entity and Individual Taxation
David Kasperik manages our business entity and individual taxation department. He joined the firm in 2012, adding his twenty years of finance, accounting and tax preparation experience to our team of professionals.
David spent the first ten years of his public accounting career in medium and large Sacramento-based CPA firms. During that period, he found that small and micro businesses often did not receive the same level of attention afforded larger businesses and governmental entities due to the tendency to focus most heavily on large fee generating clients. David’s passion is to provide those neglected small and micro businesses the same expertise and level of service that large businesses receive.
David is a graduate of California State University, Sacramento with a Bachelor of Science in Business Administration and a concentration in Accountancy. As a Certified Public Accountant, David has extensive experience in compliance and financial statement auditing in addition to tax preparation and financial consulting. With his background and professional skills, David is uniquely qualified to provide accounting and compliance services to for-profit, non-profit, individual, corporate and governmental clients. As a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants and with a designation as a Chartered Global Management Accountant, he stays up-to-date on developing financial and tax issues. All of David’s continuing professional education is focused on taxation and small business management and he regularly provides in-person training for both small business owners and other tax professionals.
Outside of work, David enjoys spending time with his wife of more than twenty years, their three children, and contributing as a vocalist and instrumentalist to community and church music programs.
Barbara Tackett, EA, ATP, NTPI Fellow
Principal Tax Preparation, Estates & Tax Representation
Barbara Tackett manages our Tax Resolution Department, assisting our clients and referrals from other tax professionals with IRS audit and collection matters. Her specialized credentials from the National Tax Practice Institute, along with her license as an Enrolled Agent, gives her the unique ability to represent taxpayers before the IRS and other taxing agencies.
Barbara also advises in tax matters and prepares tax returns for trusts, estates and individuals.
Barbara graduated from the University of Colorado in Boulder with a Bachelor of Arts degree. She worked for the IRS as a Revenue Officer for 10 years before going into private practice, She became an Enrolled Agent (EA) in 1991 and started a tax preparation and bookkeeping business. She joined the firm in 2003, and became a principal in the business in 2004.
Gregory L. Ryan, EA, ATA, MBA
Tax Consulting & Tax Preparation
Greg has been involved in income tax preparation for 34 years. He has owned and operated his own income tax preparation and representation business in Fair Oaks for 28 years. He has served as the California Society of Enrolled Agents local chapter President, various other positions as well as a number of years on the local board of directors. He has also served on the California Society of Enrolled Agents as a director of the statewide board. He is a former treasurer and board member of the local International Association for Financial Planning.
He is a former military pilot and is a retired officer from the U.S. Air Force Reserve. His undergraduate degree is a BS from San Jose State University. He holds a Master of Business Administration degree from Golden Gate University
Greg has been married to Regina Bergstrom Ryan for 46 years. They have two successful adult children and four grandchildren.
When not working Greg & Regina enjoy traveling. Between them, they have traveled to every state in the union. Together they have visited over 80 countries to date.
Accounting & Payroll Services
Accounting Department Manager
Nathan Kluth manages our accounting department, overseeing accounting for businesses, trusts and estates. He also prepares our client’s business filings, including Sales and Use Tax returns, 1096 and 1099 information reporting forms, annual 571-L Business Property Statements, and more.
Mr. Kluth has extensive experience in keeping accurate, audit-ready books, including the accounting for a multimillion dollar non-profit organization with multiple entities. He managed human resources for a staff of over 50 employees, payroll and all areas of accounts payable and receivables.
Mr. Kluth’s well-rounded experience and knowledge allows him the ability to find solutions to the problems that our business clients encounter, including how to run their companies more effectively and keep out of hot water with the regulatory agencies.
Nathan is currently pursuing a license as a Certified Public Accountant and has been married to his wife Kelly for 2 years. In his free time, Nathan can be found hunting with his bird dog; fishing the local lakes; playing his saxophone; or training for his new hobby, competing in the Scottish Highland Games.
Corporate Formation & Compliance
Mark R. Tubbs
Corporate Compliance and Client Services
Mark R. Tubbs assists our clients in the formation, structuring, and maintenance of their corporations, LLCs, and other limited liability entities. He helps to keep our corporate clients in compliance with annual meetings, minutes, and other filing requirements. He also consults with our employer clients on Human Resources and employment issues.
Mr. Tubbs’ education and work experience give him unique qualifications for advising our business entity clients. He graduated from the University of Iowa with a Bachelor of Business Administration degree with a concentration in Accountancy. He then held various positions in state government including examiner of financial institutions and venture capital fund accountant. He has extensive experience in the construction trades and worked in HR management for one of the largest homebuilders in Sacramento.
Mr. Tubbs joined the firm in 2010, where he serves as executive assistant to the firm’s principals and provides other client services including tax return preparation.
Warren G. Royal, III
Corporate & HR Compliance
Warren G. Royal, III assists our business clients with corporation and LLC compliance (including the formation, structuring, and maintenance of their corporations, LLCs, and other limited liability entities). He helps to preserve our corporate clients’ tax favored structure; family fringe benefits and the asset protection features that come about only through proper compliance.
Mr. Royal is adept at problem solving and helps educate our corporation clients on how to avoid alter ego issues, which could also result in a loss of their tax and asset protection benefits.
Mr. Royal also consults with our employer clients on Human Resources and employment issues and brings twenty-two years of experience to our firm in the areas of legal assistant, contracts and business administration. He joined our firm in 2014.
Shontell M. Munoz
Firm Administrator and Client Care Manager
Shontell is our client-care expert and manages the administrative flow of our office. She is particularly adept at serving our clients by listening to their needs and communicating their situation to one of our professionals.
Shontell joined Incompass in 2014 bringing with her over 20 years of administrative experience along with project assistance, bookkeeping, payroll, retail banking/lending and management experience.
She and her husband love traveling, music concerts and spending time with their niece, Ava, and nephew, Miles. They also enjoy spending time with their two terriers, Goldie and Phillip, and their Russian tortoise, Cricket.
Christine is our Administrative Assistant. She will greet you with a friendly smile and hello when you call or come in to our office. Whether you are calling with questions, setting an appointment or dropping off documents, Christine is always happy to assist you and connect you with a professional team member that best fits your needs.
Christine joined Incompass in 2015. She grew up around a family owned business and understands the value of great customer service. She has more than 20 years of administrative experience along with account management, billing, payroll and scheduling. She also worked for a non - profit agency for 16 years.
Christine and her husband have been married 25 years and have one daughter. She volunteers with a feline rescue group in Lincoln assisting the foundation through fostering, feral rehabilitation and adoptions. Christine also enjoys spending time with her family, cooking, reading, going to the coast and camping.Laurie Royal
Tax Return Assembly & Document Archivist
Laurie works mostly behind the scenes assembling our client’s tax return packages and archiving backup data into appropriate files for retrieval at a later date. She joined our firm in 2015.