Jacob represents clients before the IRS as an Enrolled Agent. With specialties in tax law, tax planning & strategy, and IRS procedure & representation, Jacob is a highly-skilled accountant who applies his advanced knowledge of U.S. GAAP and Federal Income Tax basis in his daily work. Jacob enjoys hiking and exploring the beauty of Utah with his wife and dogs, Piper and Scout.
Michele focuses on firm efficiency, working with staff to improve systems and processes used in preparing tax returns and financial information for clients. A Utah native, Michele earned her BS and MS in Accounting from Brigham Young University. She incorporates a proactive tax planning strategy, and prepares all necessary tax returns with full compliance to tax law. Taking a holistic approach, Michele assists her clients with everything they need to be successful, providing them with accurate and pertinent financial information in order to maximize profits and productivity.
Stephanie ensures our clients receive professional, consistent, and high-value services for all of their tax, accounting, and advisory needs. She earned her BS and MS in Information Systems and Business Education from Utah State University. For 30 years, Stephanie taught accounting to hundreds of students as a high school business teacher. After retiring from her career in education and teaching, she decided to move from the classroom to the field and start practicing accounting. Stephanie loves spending time with her husband and children, and she can’t resist a good reality TV show.
Chuck Bohn, EA
Chuck loves helping people find supportable tax solutions. He has worked as a Tax Accountant for over a decade, during which time he has taught and trained other tax preparers. Chuck is also licensed to represent clients before the IRS as an Enrolled Agent. When he's not churning out spotless returns, Chuck spends his time outdoors or with his family and new kitten.
Client Relations Manager
Becky is a consummate people person, assisting our clients with her services expertise and a smile. Hailing from Southern Utah, Becky attended Dixie State College and enjoys exploring Utah's many wonders. When she's not spending time with her family or traveling to new places, Becky and her boyfriend love to foster dogs with the help of their own rescue pup, Takoda.
Baillie focuses on developing the Penumbra CPA brand and enhancing the client experience. A graduate of Hillsdale College, she earned a dual major in English and Political Economy. Maintaining high standards and presenting them in the best way possible is not only her job, but also her passion. In her spare time, Baillie traverses the Utah backcountry with her husband and trusty dogs, Piper and Scout.
Piper & Scout
Piper and Scout are graduates of the Kudos 2 Canines training academy. When they're not defending the office from the letter carrier, they advise on the snack du jour and greet clients. Outside of the office, Piper and Scout hike and play in the snow whenever they can.