Brett T. Rowe, Cpa

Brett T. Rowe, Cpa Email and Phone Number

CPA & Tax Genius @ Incite Tax2X CPA Firm owner | Travel Enthusiast @ Incite Tax
South Jordan, UT, US
Brett T. Rowe, Cpa's Location
South Jordan, Utah, United States, United States
Brett T. Rowe, Cpa's Contact Details

Brett T. Rowe, Cpa work email

Brett T. Rowe, Cpa personal email

Brett T. Rowe, Cpa phone numbers

About Brett T. Rowe, Cpa

Brett has a Masters of Accounting degree from Utah State University. He is a licensed CPA in the state of Utah. He has over 25+ years of experience in public accounting and industry accounting. Over the years, he has had the opportunity to serve as CFO and Controller to many small companies and startups. Brett loves startups!! Brett also has extensive experience in all areas of taxation. This experience includes individual, partnership, corporate, LLC, s-corporation, not for profit, estates and trusts. Brett also has experience with payroll, bookkeeping, QuickBooks Desktop, QuickBooks Online, and financial statement preparation. Brett is also a certified QuickBooks Online Pro Advisor.

Brett T. Rowe, Cpa's Current Company Details
Incite Tax

Incite Tax

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CPA & Tax Genius @ Incite Tax2X CPA Firm owner | Travel Enthusiast
South Jordan, UT, US
Website:
incitetax.com
Employees:
173
Brett T. Rowe, Cpa Work Experience Details
  • Incite Tax
    Incite Tax
    South Jordan, Ut, Us
  • Incite Tax
    Cpa & Tax Genius @ Incite Tax
    Incite Tax Sep 2023 - Present
    Draper, Utah, Us
    CPA & Tax Genius @ Incite Tax
  • Sabbatical
    Sabbatical
    Sabbatical Aug 2022 - Sep 2023
    Sabbatical
  • Oakbridge Asset Management, Llc
    Cfo/Owner/Managing Tax Partner
    Oakbridge Asset Management, Llc May 2019 - Aug 2022
  • Adam Smith Tax Llc
    Cfo/Owner/Managing Partner
    Adam Smith Tax Llc Dec 2011 - May 2019
    • Specialized in part-time CFO/Controller duties for 25 clients.• Prepare payroll and accounting duties for 104 clients.• Complete tax return preparation for 475 corporations, partnerships, LLC’s, non-profits, estates, trusts & individuals. • Manage an office of 12 accountants and CPA’s• Oversee & prepare financial statement preparation and compilations for multiple clients.
  • Sentrywest Financial Services
    Cpa/Assistant Cfo
    Sentrywest Financial Services Dec 2008 - Dec 2011
    • Prepared payroll and accounting duties for 80 clients.• Developed and implemented client service programs, which expanded small-to-medium client base and services.• Managed tax return preparation for corporations, partnerships, LLC’s, non-profits, trusts, estates, and individuals.
  • American Medical Logistics
    Cfo
    American Medical Logistics Dec 2007 - Nov 2008
    • Sought startup funding• Managed finances• Met regularly with CEO for strategic planning
  • Averett & Associates
    Senior Accountant
    Averett & Associates Sep 2007 - Sep 2008
    • Managed payroll and accounting duties for several large clients.• Developed and implemented client service programs, which expanded small-to-medium client base and services.• Managed tax return preparation for corporations, partnerships, LLC’s, non-profits, trusts, estates, and individuals.
  • Moir Group/Access Realty
    Owner/Cfo
    Moir Group/Access Realty Oct 2006 - Dec 2007
    • Managed the accounting for 11 entities consisting of 22 investment properties, 10 investors and 7 real estate agents.• Prepared the payroll and payroll taxes for the conglomerate.• Hired and trained real estate agents.• Coordinated and responded to complex real estate transactions to facilitate a smooth closing for buyers, sellers and investors.
  • Ulrich Realtors, Inc
    Controller & Realtor
    Ulrich Realtors, Inc Oct 2005 - Feb 2007
    Salt Lake City, Utah, Us
    • Managed finances for the company and tracked commissions and expenses for 92 real estate agents.• Attended weekly partners meeting and presented financial statements, agent commission profitability reports, taxes and many other high level accounting functions.• Developed and implemented policies and procedures over financial transactions, resulting in standardized reports and accounting practices.• Managed the accounting for 10 entities that were inter-related. Many credit card transactions and loans between the entities had to be reconciled.
  • Bement & Company
    Senior Accountant
    Bement & Company 1999 - 2005
    North Salt Lake, Ut, Us
    • 3 Years as part-time/temporary Controller for 2 corporate clients.• Managed payroll and accounting duties for several large clients.• Planned, budgeted, and supervised several large engagements exceeding $100,000 annually per client in accounting revenues.• Developed and implemented client service programs, which expanded small-to-medium client base and services.• Managed tax return preparation for corporations, partnerships, LLC’s, non-profits, trusts, estates, and individuals.

Brett T. Rowe, Cpa Skills

Accounting Quickbooks Finance Tax Cpa Bookkeeping Payroll Financial Statements Financial Reporting Real Estate Small Business Investments Financial Accounting Corporate Tax Sales Tax Preparation Start Ups Income Tax Gaap Cash Flow Sales Tax Corporate Finance Not For Profit Strategic Financial Planning Financial Planning Not For Profit Microsoft Excel Accounts Payable Tax Research General Ledger Journal Entries Business Planning Accountants Executive Management Tax Strategist Tax Advisory Financial Advisory Payroll Taxes Quarterly Taxes Choice Of Entity Entity Selection Irs S Corporations 1120s Compilation Individual Returns Penalty Abatement Bitcoin Cryptocurrency

Brett T. Rowe, Cpa Education Details

  • Utah State University
    Utah State University
    Accounting
  • Brigham Young University
    Brigham Young University
    Psychology
  • Bingham High School
    Bingham High School
    General

Frequently Asked Questions about Brett T. Rowe, Cpa

What company does Brett T. Rowe, Cpa work for?

Brett T. Rowe, Cpa works for Incite Tax

What is Brett T. Rowe, Cpa's role at the current company?

Brett T. Rowe, Cpa's current role is CPA & Tax Genius @ Incite Tax2X CPA Firm owner | Travel Enthusiast.

What is Brett T. Rowe, Cpa's email address?

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What is Brett T. Rowe, Cpa's direct phone number?

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What schools did Brett T. Rowe, Cpa attend?

Brett T. Rowe, Cpa attended Utah State University, Brigham Young University, Bingham High School.

What are some of Brett T. Rowe, Cpa's interests?

Brett T. Rowe, Cpa has interest in Tax, Personal Interests, Professional Interests, Skiing, Technology, Accounting, Venture Capital, Surfing, Hiking, Biking.

What skills is Brett T. Rowe, Cpa known for?

Brett T. Rowe, Cpa has skills like Accounting, Quickbooks, Finance, Tax, Cpa, Bookkeeping, Payroll, Financial Statements, Financial Reporting, Real Estate, Small Business, Investments.

Who are Brett T. Rowe, Cpa's colleagues?

Brett T. Rowe, Cpa's colleagues are Noah Sanches, Hope Mcmullin, Rachel Jones, Chase Thurgood, Eryn Smith, Sara Drouaillet, Samantha Jones.

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