Real people in Bountiful, Utah. Tap anyone to read their bio and get their contact info.
Partner
Jon Shaw is an Enrolled Agent (EA) and a Partner at Agentic Tax Advisors in Bountiful, Utah. Jon focuses on tax strategy and advisory work, meeting with individuals, families, and business owners to plan ahead so there are fewer surprises at tax time. Enrolled Agents are federally authorized tax practitioners who can represent taxpayers before the IRS. Reach out to Jon directly by email or through the office line.
Tax Planning & Client Advisory
Julia Roy is part of the Agentic Tax Advisors team in Bountiful, Utah, working on tax planning and client advisory. Julia supports planning conversations with clients during the year, not just in April, and helps make sure questions get clear answers. Full bio coming soon.
Client Coordinator
Tara Carlson is the Client Coordinator at Agentic Tax Advisors in Bountiful, Utah. Tara helps coordinate client communication, scheduling, and the flow of documents and information, so clients know what's needed and when. If you're not sure who to ask, Tara is a good place to start. Full bio coming soon.
Business Accounting
Adam Argyle is part of the Agentic Tax Advisors team in Bountiful, Utah, working in business accounting. Adam supports business clients with their accounting and the review of their financial information, so the numbers are in good shape at tax time. Full bio coming soon.
Accounting & Payroll
Carleen Seljaas is part of the Agentic Tax Advisors team in Bountiful, Utah, working in accounting and payroll. Carleen helps coordinate accounting and payroll work for clients so things run smoothly and on schedule. Full bio coming soon.
Business Advisory
Jeff Shaw is part of the Agentic Tax Advisors team in Bountiful, Utah, working in business advisory. Jeff offers a business perspective and advisory support to owners as they think through decisions about their companies. Full bio coming soon.
Payroll Services
Laura Strong is part of the Agentic Tax Advisors team in Bountiful, Utah, working in payroll services. Laura supports clients' payroll and helps coordinate the related processes and filings. Full bio coming soon.
Staff Accountant
Lisa Ryther is a Staff Accountant on the Agentic Tax Advisors team in Bountiful, Utah. Bio coming soon.
