About Soulence Tax & Wealth Advisors
Vision
Leader in directing small businesses to create a firm financial foundation through Accounting, Tax Strategy, & Wealth services
Mission
To provide customized Accounting, Tax, & Wealth Services to minimize tax liability and grow wealth
Values
Relationships
We build genuine relationships. We support everyone as though they are part of a family; giving each other the benefit of the doubt.
How We Live This:
Welcome everyone with open hearts & minds. Be humble, honest, loyal, and kind; where all are included, respected, & trusted.
Quality
We’re dedicated to deliver high level results that effectively solve business challenges.
How We Live This:
We work hard utilizing effective time management and simple solutions.
Innovation
We bring new solutions to life through challenging the status quo.
How We Live This:
We are creative, curious, open minded, and autonomous as a team.
Extreme Ownership
We believe in creating leaders by taking full responsibility for our actions. Everyone has the power & responsibility to make improvements in any situation.
How We Live This:
Be accountable, dependable, and work as a team to deliver the best results.
Fun
We create meaningful experiences that drive careers where everyone feels valued and fulfilled.
How We Live This:
By creating an enjoyable culture through group activities, praising others, celebrating wins and encouraging comradery.
Your Team
Accounting
Chris Anderson
Kathy Anderson
Heather Prothero
Jeremy Anderson
Owen Smith
David Jensen
Wealth Advising
Chris Katsanevas
Jacob Martin
Tyler Schall
Gabe McMennamy
Brandi Wilkin
Devin Garso
Payroll and Bookkeeping
Diana Anderson
Lissa Adams
Kell Cochran
Megan Heilbrun
Logan Mecham
Kirsten Shoell
Brittany Anderson
Kayla Binkley
Office Support
Christopher Bidlack
Kris Lauritzen
Andrew Rowles
Michelle McClure
Mariah Miera
Lisa Jensen
Andrea Zevea
Brianne Rowles
Jamie Timmerman
Samantha Anderson
Jamie Timmerman
Ivy Greenwell
Services
Tax Preparation
Tax Preparation
Bookkeeping
Bookkeeping
Payroll
Payroll
Wealth Planning
Wealth Planning
Cost Segregation
Cost Segregation
Business Strategy
Business Strategy
What our Tax Clients are Saying…
Rebecca Hintze, M.Sc.
"We are so grateful for your help, especially during this challenging time. Our connection with your office has made all the difference as we've navigated this season of change."
Dr. Daniel Knowles
"The team at Soulence Tax and Wealth Advisors always goes over and above. I've been super impressed and then help us save money and make money. Highly recommended."
Carol Christensen
"I want to comment on the Soulence staff. They reminded me of a small and thriving colony of busy bees! Seeing how they interacted with Kathy, I sensed their mutual loyalty and respect, qualities so important in building trust with clients. While I don't look forward to facing my taxes I'm grateful I can turn to you for help from now on!"
Paul Hanson
"Since switching to Soulence years ago, they have literally saved me thousands in taxes. They really know their stuff when it comes to reducing tax liability for their clients. I highly recommend them!
Regards,"
Belinda Jefferson
" Thank you! I am really glad and thankful for your online tax preparation, timely responses, and experience. It's nice to be able to contact a real, pleasant person when I need to!!"
Contact Us:
Contact Info
Email:
Address:
Phone Number:
Fax Number:
888.415.1262