Gibbons CPA

Meet the Team

Here are the professionals you’ll love at Gibbons & Associates!

Paul Gibbons, CPA

Pass-through Entity Taxation

  • Opportunity Zone Funds
  • Partnership and S-Corp formation, operations, distributions, and liquidations
  • Partnership accounting and special allocations
  • Basis Tracking
  • State and Local Taxation

Individual Taxation

  • Investment, Retirement & Education Planning
  • Transaction Planning
  • Passive, at-risk, and basis planning
  • Divorce Consulting
  • Multi-jurisdictional/expatriate taxation
  • Estate and gift planning
  • Family Tax planning

Real Estate Experience

  • Project Proforma and evaluation
  • Deal Negotiation
  • Contract Review
  • Syndication consulting and review
  • Bonus Depreciation and cost segregation opportunity consulting

Consulting Experience

  • Prior and continued experience with accounting and management systems
  • Expert and fact witness
  • Controllership

Family Office Experience

  • Organizing complex compliance projects with multiple entities and business interests
  • Project planning and resource allocations
  • Estimated tax payment planning and execution

Entrepreneurial and tax practice management experience

  • Before starting Gibbons & Associates, Paul was the managing tax partner at a local accounting firm for several years
  • Partner-level accounting firm experience since 2005

Paul has been preparing our firm’s taxes for over a decade. I have the highest confidence in his skills and never have to worry about our returns. He’s always impressed me with his promptness and professionalism.

Oak Norton CFO

I work for a unique business with lots of changes. I have worked closely with Paul for 12 years and his advice and expertise are invaluable to our company. Paul and his team are excellent to work with and they manage our taxes with accuracy and professionalism. We have complete confidence in his work.

Mary Swindlehurst Office Manager

Jalene Fillmore

  • 18 years of experience
  • Specializes in small business accounting and consulting
  • Sales Tax Specialist
  • Knowledgeable Payroll Specialist
  • Certified Quickbooks Advisor

Great service from Jalene. She is prompt and accurate. She follows up with all of my questions. Very knowledgeable.

Ned Purser President

Jalene is the best bookkeeper I’ve ever worked with. Besides being incredibly knowledgeable, she’s always pleasant. I haven’t been able to stump her once with any of my questions about accounting or Quickbooks. My husband and I also appreciated knowing that our quarterly reports were accurate, too.

Kelly Olsen Business Manager

Izaak Erekson, CPA

  • 13 years of tax experience
  • Specializes in family offices, pass-through entities, estate planning and compliance
  • Izaak is the consummate relationship manager and sets the standard for excellent client communication, project management, and relationship management
  • In conjunction with many of the premier attorneys in the Intermountain West, Izaak Prepares complex trust and estate tax returns for our firm clients and on a referral basis
  • Izaak provides back-office services for other CPAs on complex projects and tax returns

Izaak has been doing our taxes for the last 5 years. He has been amazing to work with. He is extremely competent and always on top of any issues that arise. Also, he has a great ability to look down the road and think through the best plan to manage any potential issues.

Mark Murdock VP Development

Kaylee Spendlove

  • 10 years of tax experience
  • Specializes in complex trust and estate tax issues
  • Specializes in closely-held pass-through business and individual income tax compliance
  • Excellent tax research skills
  • Pays great attention to detail

Chelsea Anderson, CPA

  • 9 years of tax experience
  • Specializes in closely-held pass-through business and individual income tax compliance
  • Manages complex compliance projects
  • State and local income tax specialist
  • Specializes in managing client relationships and specific projects throughout the yearly compliance process

Tanner Marchant, CPA

  • 7 years of tax experience
  • Specializes in family offices and investment partnerships
  • In addition to organizing complex compliance projects with multiple entities and business interests, Tanner regularly consults with client accounting personnel
  • Unique ability to order difficult and complex client engagements
  • Straightforward and no-nonsense communication style that provides an excellent client experience

Kassidy Zubeck

  • 3 year of tax experience
  • 5 years experience as an executive assistant
  • Helps prepare individual tax returns
  • Handles the processing of all tax returns for Gibbons & Associates (e-file, setting returns up for signature)
  • Pays great attention to detail
  • B.S. degree in Finance & Economics from Utah State University

Jacob Gibbons

  • 3 years of tax experience
  • Helps prepare individual and business tax returns
  • Currently pursuing his Master’s degree from Utah State University

Candice Houston, CPA

  • 7 years of tax experience
  • Previously worked as an auditor for 5 years
  • Received Bachelor’s and Master’s of Accounting degrees from Southern Utah University
  • Specializes in Individual, S-Corp and Partnership returns
  • Extremely efficient in everything she does
  • Works remotely from Cedar City

Kellie Merrill

  • 7 years of accounting experience
  • B.S degree in Business Administration from Utah State University
  • Currently pursuing B.S. degree in Accounting from Western Governor’s University
  • Specializes in small business accounting and Quickbooks consulting
  • Helps prepare business and individual tax returns
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