We are not just a tax preparation and document preparer company. We employ Enrolled Agents, CPAs, and experienced tax professionals who pro-actively look 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 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 an Enrolled Agent who specializes in tax, estate & business consulting. He does tax 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 with issues involving aging, asset protection, and estate planning. He provides advisory services to trustees, executors, and administration attorneys.
He is an owner and principal of Incompass Tax, Estate & Business Solutions. He has a Master’s Degree with a specialization in Estate Planning and Taxation, and has been in the tax business for thirty-five years.
Randy has been President of the Sacramento Valley Chapter of the California Society of Enrolled Agents for three terms and has represented his chapter as a Practitioner Liaison to the IRS in Sacramento. He enjoys reading, studying philosophy and the development of knowledge, and he does volunteer work in the community.
David S. Kasperik, CPA, CGMA
Principal, Business Entity & 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 almost thirty years, their four children, and contributing as a vocalist and instrumentalist to community and church music programs.
Barbara Tackett, EA, NTPI Fellow
Principal, Tax Consultant & Tax Representation Services
Barbara Tackett manages our Tax Resolution Department, assisting our clients with IRS and FTB audit and collection matters. Her specialized credentials as a Fellow of the National Tax Practice Institute and her license as an Enrolled Agent, provide her with the proper credentials to represent taxpayers before the IRS and Franchise Tax Board. In addition, she worked for the IRS as a Revenue Officer (Collections) for 10 years, giving her a broad understanding of IRS processes and procedures. She also advises in tax matters and prepares tax returns for individuals, trusts, and estates.
Barbara graduated from the University of Colorado in Boulder with a Bachelor of Arts degree. She became an Enrolled Agent (EA) in 1991. She is currently involved with the California Society of Enrolled Agents at both the local and state levels. In her free time, Barbara likes to be outside in her garden, on nature hikes, or paddleboarding, or inside playing the ukulele.
Accounting Department Manager
Nathan Kluth manages our accounting department, overseeing accounting for businesses, trusts and estates. He also prepares our clients’ business filings, including Sales and Use Tax returns, wage and information reporting forms, annual business property statements, and more.
Nathan 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, has experience with payroll, accounts payable and accounts receivable.
Nathan’s well-rounded experience gives him the ability to find solutions to the problems that business clients encounter, including how to run their companies more effectively and avoid problems with the regulatory agencies.
Nathan is currently pursuing a license as a CPA. In his free time he likes to be with his wife and children, or hunting with his bird dog, fishing, playing saxophone, or training to compete in the Scottish Highland Games.
Joshua Lackey focuses primarily on individual and small business entity tax preparation and consultation. He joined our firm in 2019, having started his tax career in Texas in 2004. With true southern charm, Joshua takes pride in connecting with people and building upon those relationships year after year. He looks forward to attaining many career goals while at Incompass and plans to have his CPA license in 2021.
Joshua graduated from California State University Sacramento, with a Bachelor of Science in Business Administration (concentration in Accountancy). While attending Sac State, he was a member of Beta Alpha Psi, an international honor society for accounting and finance students. He held the position of Vice President of Committees for one semester.
When Joshua is not studying for the CPA exam, he and wife Lauren enjoy traveling and being with family. He also plays golf once every week (except during tax season), and he collects “Magic the Gathering” trading cards.
Mark R. Tubbs
Corporate Compliance & Client Services
Mark 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. Mark joined the firm in 2010. He serves as assistant to the firm’s principals and does some tax return preparation, as well.
Mark’s education and work experience give him unique qualifications for advising our business clients. He graduated from the University of Iowa with a Bachelor of Business Administration degree with a concentration in Accountancy. He has 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.
When not at work, Mark does volunteer work in the local community.
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-oriented fringe benefits, and the asset protection features that come about only through proper compliance.
Warren 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.
Warren 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.
Firm Administrator & Client Care Manager
Christine Collins oversees 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. Christine is always happy to assist you and connect you with a professional team member that best fits your needs.
She grew up in a family-owned business and understands the value of great customer service. She joined Incompass in 2015 and has more than 20 years of administrative experience along with account management, billing, payroll and scheduling. She worked for a crisis-oriented non-profit agency for 16 years.
Christine and her husband, Tim, have been married 30 years. They have a close family and spend a lot of time with their daughter, Kelsey, son in-law Matt, and grandson. Christine also enjoys cooking and baking, reading, traveling, crafts and camping. She is an avid “a-fish-ionado” and maintains a home aquarium.
Client Care & Administrative Support
Laurie provides client care and administrative support. She works mostly behind the scenes where she assembles tax return packages and cares for the ongoing needs of our BTCC clients which includes archiving data, maintaining corporate record books, and caring for general correspondence.
Laurie joined our firm in 2015 and comes to us with over 30 years of customer service experience and understands what it means to put customers first. She has worked with high-profile, reputable companies. Choosing now to focus most of her energies on volunteer work, Laurie and her husband Warren enjoy supporting outreach activities in their community. She also enjoys crafts, vintage movies, and spending time with family.