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.
Angie prepares individual and corporate taxes, payroll, and sales tax. Love of numbers lead her to earn a Bachelors of Science with an emphasis in Accounting. Her small town charm is always present, on account of her hailing from the beloved travel destination of Moab, Utah. Angie adores her children and grandchildren, who live in Colorado. She FaceTimes them daily, and often takes the train to visit.
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.