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Incompass Tax, Estate & Business Solutions
We are DEDICATED to staying on the cutting edge of the tax laws and regulations so you can keep more money directly in your pocket. Are you a business owner or own assets that need protecting from taxes and government regulation? Our mission is to make your life easier, save you time and put more money in your pocket.

Trust us, it's easier than you think. Get started with us today! We save you the time and hassles of tracking everything and give you the maximum protection under the US tax code. You will not find a more well educated and dedicated team to handle your tax and other government compliance related issues.
Services
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.
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.
As our name Incompass implies, we take a BIG picture approach in our advisory services that encompasses the disciplines of tax law, compliance, estate issues, asset protection and the concerns of aging. The accumulation stage focuses on growing assets for retirement or some other future purpose.

The best plans create a variety of tax diversified assets, which can be used in a combined manner to increase cash-flow, while minimizing the tax hit when the assets are distributed or sold.The protection stage focuses on risk management and the creation of multiple asset buckets to help protect the assets in one bucket from liability transferring from another.
Our mission is to be a single source to handle the regulatory hassles of running a business for you, so you can save time, money and energy for what you do best. Hiring a skilled tax professional can actually cost you less than doing it yourself. A good tax pro can often find tax benefits you missed, convert expenses you're already paying into tax deductions or find some exception in the Code that can save you money now and into the future.
Many people believe that personally preparing their own taxes is cheaper than hiring a professional, but saving money on tax preparation (especially for business owners) can cost you more in taxes. And since time is money, you'll save countless hours by NOT doing it yourself; not needing to learn the new tax rules nor trying to determine which ones apply and which ones don't.
Reviews (17)
Abubakar Auwal
Abubakar Auwal
Nov 19, 2021
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Please everyone YOU NEED TO STOP SENDING MONEY TO PEOPLE TO INVEST ON YOUR BEHALF I have lost about $14,000 in the past Months sending money to scammers ... YOU just NEED Account managers with many years of past experience who are doing well in their profession to teach, direct and guild you on how to get started .it's time you learn how to… REGISTER by yourself, DEPOSIT by yourself, TRADE by yourself and WITHDRAW by yourself without sending money to anyone at all. I met my professional trader sometime ago, she is the best trader who has helped me recover my lost and she is faithful and
Amy Wessels Sagraves
Amy Wessels Sagraves
Jul 20, 2020
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Years ago this company was owned and run by the highest caliber of tax professionals.
The company has changed hands. Condescending and incompetent management will blame you for their associates’ behavior and errors.
Update: they will also write you nasty emails if you leave a negative recommendation.
Amy S.
Amy S.
Jul 20, 2020
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I would give zero stars if possible.

Please notice that they have only 1 star reviews (most wishing for zero) for the past few years. DO NOT USE INCOMPASS FOR YOUR TAXES!!!!

This tax season, after receiving unprofessional and insulting emails, if they responded at all, I escalated the issue to the owner and was told that my taxes would be submitted late because they were not "substantially complete" when turned them in. I had missed one receipt.

I have called to ask for tax advice and was given rude "you expect that for free" types of answers. Simple 5 minute questions
Angie M.
Angie M.
Feb 23, 2020
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We did business with Randy Roth for MANY years. He was the best and nicest person ever. So smart, too. We loved him! After the business changed structure or ownership, things changed dramatically. But, we kept going back even though we didn't have Randy any more. Last year was the final straw. We were charged $1,000 to prepare our taxes and the service was not good. And, it took a long time to get the taxes finished. There was question after question from the latest tax preparer about information that they already had. This year I did some research and found a company in Elk Grove
Joel M.
Joel M.
Apr 03, 2019
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I originally worked with Vincent for several years. Was very satisfied. However, the past two years have been to the contrary. Last time I use this firm.
Back again to update this review. When I accessed Fileshare to retrieve my 2017 return document, I found all my past files where deleted. I asked David why my Fileshare documents were deleted I was told it was MY responsibility to keep my own records and that since I told them I was unsatisfied with their firm and wouldn't be using them again that my files where deleted!!!! This place is horrible. I strongly recommend people not use this
Shannon C.
Shannon C.
Dec 06, 2018
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David S. Kasperik is an unprofessional and condescending person and truly awful to deal with on every level. There is no reason, as a paying client, I should have been treated so terribly! I might not know every little tax law (that is why I hired a tax service) but that is no reason to make me feel like an idiot. It is amazing how this man has so much time to e-mail me wordy e-mails about how stupid I am. Seems to me, his time would be better spent helping his clients fix their problems than explaining how dumb they are and how his company's mistakes are not his fault in novel length e
V. J.
V. J.
Apr 24, 2018
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I wouldn't advise avyone to use this company for your taxes or bookkeeping they are the worst in the business and I erge you to stay away!!! Read reviews first.
Jt B.
Jt B.
Apr 19, 2018
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Very unprofessional service. Won't talk to you over the phone. Wish I would have read Yelp before using this service. At a 2.5 rating service would have never thought to even try this place. Receptionists are very rude too.
Edgar S.
Edgar S.
Apr 03, 2018
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I've been with incompass for years and had a very nice gentleman Ron help me with my taxes. I don't understand all about taxes and he made it very easy to deal with BUT hes retried and I was given a new representative, David, whom after going online found out hes one of the principles. Long story short he was very condescending, wanting to point out my mistakes right of the get go, not a great way to start a relation ship. When hes belittling was not well received on my end I was fired as a long time paying client and told they he other clients more appreciative of his help.I would recommend
Ron W.
Ron W.
Nov 20, 2017
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I came to Incompass Tax, Estate and Business Solutions with an accumulated problem of several years for my corporate and personal taxes due to an aggravated assault and robbery at a bank ATM. I worked with David, an owner, and after quit a bit of digging and holding me accountable, I really expected to owe $15 to $20,000. To my surprise David got me a refund of about $15,000!
Over the years and throughout the process he and his staff, Ron, Shontelle, and Christine have always been personable, welcoming, and very professional. I was not an easy client.

I always felt at ease in talking about
Sandra S.
Sandra S.
Sep 20, 2017
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I am a single older woman with a small business. Initially, Incompass did a good job finding a solution to an immediate problem. My main issue with this company is the condescending attitude of one male principal in particular. He is deprecating and not focused on solutions, only on criticizing and pointing out what he sees as shortcomings. Also, I have the sense that if you don't sign up for their monthly corporate oversight program you are treated differently (i.e., not given all the information you should be given - sets up a convenient "I told you so!") They may be knowledgeable
Gretchen F.
Gretchen F.
May 17, 2017
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I wish I could give them 0 stars because 1 star is too much. So we started with Incompass about 4 years ago. They advised us on our corporation and did our business as well as personal taxes. The first year they did our personal taxes they made an over $5000 mistake. I gave them the benefit of the doubt the first time. The next year came around to do our taxes and I spoke to David, the owner, to find out if we were getting a return that year and what it might be. This man was so condescending and rude, he accused me of using the IRS as a personal savings account. I was shocked because #1
Amr Elchouemi
Amr Elchouemi
Apr 05, 2017
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I used to be a customer to DRK & associate and I used to get a great service although being more expensive vs. most others. However, and since they converted to become this new Incompass thing, it starts to be like H&R block but with 20x the cost. Very sloppy job, tons of errors, and above that super ugly attitude and actually trying to scrow you… up. I complained about a super bad service I got from the previous year and the price that they kept delaying my appointment till it bacame very late and then said "sorry" we don't like to do business with you. That was very cheap but I
Judy C.
Judy C.
Oct 24, 2016
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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 to do, but they make it so easy to download your information (W2's; Bank & Financial Income, Itemized; etc...), into your own file on their SECURE site. They will even file an extension for you!

My sincere thanks to Ron Hills, Shontelle and Christine for all your patience, help and humor, every time I call and when I was learning how to download my documents!!

Thank you... you are truly outstanding in every thing
Cindy Weideman Tse
Cindy Weideman Tse
Mar 15, 2016
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This is the BEST tax solution business that I have ever worked with. They take care of corporate compliance and spend the time to get to know your personal and professional tax complications to offer the most… up to date service and advice. I value their professionalism and quick response time. I am always surprised and pleased with their service. Thank you!
Heather D.
Heather D.
Feb 28, 2015
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Incompass takes care of my bookkeeping and my taxes. They are professional, prompt and they go out of their way to make sure you aren't paying more in taxes than you are legally obligated to. They have made several suggestions that have saved me money AND provided me more
protection as a business owner. I am very happy with their services and have referred family members and business contacts to them.
Mike Rogers
Mike Rogers
May 29, 2014
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The team at INCOMPASS is totally committed to educating clients. Knowledge is truly power and they put the power back into the hands of the taxpayer. I listened to their radio show every week without fail. That alone saved me a $1,000!