Vision Statement

We are a forward thinking company that advocates for and provides the highest level of service and value to our clients, peers and colleagues.

Mission Statement

Incompass Tax, Estate & Business Solutions is the premier tax and financial advocate to individuals, small businesses and non-profits. We provide high-quality tax preparation, consultation, accounting, estate and business services that produce the best financial results and protections for our clients.

Customer Reviews

Both Randy Roth and Barbara Tackett have provided us with excellent service for our personal Income Taxes since 2004. Each year as I continue with Ms....

Margaret A.

The staff at Incompass have been helping my wife and I, as well as my other family members, file our taxes for more than a decade. They have always been...

S.Z. Z.

Everyone was pleasant and professional! And the accounting was thorough and timely. Barbara Tackett is great!

Sue O.

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.

Grout R.

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.

Ken B.

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.

David R.

Incompass has made running our business so much easier, especially for the tough tax and compliance issues that we don't have time to figure out. They help us with taxes, payroll and accounting, as well as the occasional HR question. These guys are not just "tax guys" they are experts that live and breath taxes and accounting laws and issues. They know every law and detail inside and out and follow cases so they are on top of changes at the moment they happen.If you want to rest assured you have things covered correctly while making your life as a business owner far easier, then consider investing in Incompass. You will be hard pressed to find a full service comprehensive provider like them anywhere.Every service that they take off of our plate helps us grow because we aren't focused on all the administration stuff and can focus on our business. So in that way they actually have helped us grow.

Justin S.

Great knowledgeable team who really know tax codes and help explain things in normal terms. They have been doing our taxes for several years and now they handle many other aspects of our business. They are always there to answer all my questions throughout the year and help me make sure my business is not only set up properly but also doing the best thing financially and from a tax benefit standpoint.

Brenda S.

I have used Incompass Tax Estate & Business Solutions for years and couldn't be happier with their superior service! Taxes aren't anyone's favorite thing...

Judy C.

They have never let us down!!! Never been audited. Great service. Timely. Honest. Just wish they were closer to Rocklin!...but definitely worth the 15 minute drive!

Geoffrey C.

Vision & Mission Statement

Vision Statement

Mission Statement

Ready to Get Your Money Back From the IRS?

Bring us up to 3 years of past taxes and we’ll find ways to save you money, when we do we’ll help you file to get your money back from the IRS.