Financial Strategy for Business Owners Who Want to Grow Smarter
About Us
Our Story
Elev8 Tax Advisory Studio was created to serve small business owners who need more than just tax filing. Many business owners aren’t ready to hire a full-time CFO, but they still need guidance, structure, and strategy to grow the right way and that’s exactly where we come in.
Our founder began her career in tax services in 1998 and later became a partner at a tax firm, helping grow the business by over 300%. Over the years, she worked closely with hundreds of business owners and saw the same pattern again and again: people weren’t struggling because they weren’t working hard. They were struggling because they didn’t have the right financial guidance.
That realization led to the creation of Elev8. A place where business owners could get tax strategy, accounting support, and CFO-level advice all in one place, without having to manage multiple providers or chase down answers.
Theresa Jensen
Founder & CEO
Meet the Founder
With over 27 years in tax services, 9 years of corporate CFO experience, and consulting work with more than 300 companies, our founder brings both technical knowledge and real-world business experience to every client relationship.
Her background includes individual and business tax, financial strategy, scaling young LLCs, financial statement analysis, and helping business owners improve profitability. She holds a Master’s in Taxation, is a QuickBooks ProAdvisor, and is part of the MainStreet Pro Network.
But beyond the numbers, she’s someone who truly enjoys helping people make smarter choices with their money. A self-described “penny pincher at heart,” she’s passionate about helping business owners build wealth, invest wisely, save where it matters, and spend on what truly adds value to their lives.
Born and raised in Utah, she loves the outdoors and spends her free time hiking, backpacking, snowshoeing, and camping. She also enjoys international travel, learning about new cultures, and discovering great food and music along the way. At home, she shares life with her two cats and stays active and socially connected.
Our Legacy
Our 'Tax Legacy' began when Rich joined a tax firm, in Syracuse Utah, in 1979. Barber Tax Service was very well known, in this small community, serving many farmers and small businesses with tax and business compliance. In 1998, Rich brought in his daughter, Theresa Jensen, to help with the growing clientelle. The two worked incredibly well together, partnering with many clients, adding Quickbooks consulting and accounting services to their offerings. The pair worked many late nights together, at the office, before the 'working from home' days were a thing. By 2010 Rich and Theresa had grown the firm by 300%, breaking away from the flagship office to create their own business. Since then, they implemented many new technologies and continued offering a higher level of service, always with integrity first, in a fun and approachable way. In 2024 Rich retired from the practice and, when he sadly passed in 2025, Elev8 Tax Advisory Studio was created. The legacy of integrity, a light hearted approach, legal creativity, and extreme client dedication remains the focus. Elev8 uses these core values to carry on and keep "elevating" services and impact for clients around the country.
Experience That Goes Beyond the Numbers
6,000+
clients served over 27 years
25+ Years
of business ownership and entrepreneurship
12 years
of corporate CFO experience
300+
Consultant to 300+ Growing Companies
With over 27 years in tax services, 12 years of corporate CFO experience, and consulting work with more than 300 companies, we bring both technical knowledge and real-world business experience to every client.
We don’t just look at where your business has been. We help you plan where it’s going. That means helping you understand your financial reports, spot trends, prepare for growth, and make decisions that support long-term success.
We believe financial clarity leads to better leadership, better choices, and better results.
Our Core Values
These are the principles that guide how we work with our clients and each other:
Integrity Always
We do what’s right, even when it’s not the easiest option.
Creatively Legal
We look for smart, compliant ways to improve your financial outcomes.
Efficiency
Your time and money matter, so we aim for simple, effective solutions.
Growth
We’re constantly learning so we can serve you better.
High Impact
We focus on changes that make a real difference in your bottom line