Jon Miller, CPA
Jon loves where he lives and what he does. As an Air Force kid, Jon spent his days watching the best pilots in the world fly top-secret planes. He looked up at the sky and to the people who flew the planes. He planned to be a test pilot but decided that no matter what he did, he wanted to be the best in the field he went into.
Jon started a small company to fund his college education. He balanced managing a business and academics with great success. Initially, he was interested in entrepreneurship and was taking classes in business, human resource management and organizational behavior when an accounting class he took changed the course of his life. He graduated with a Masters Degree in Accounting from one of the top 3 Accounting schools in the nation.
Jon’s career followed the path dreamt of by any young accounting students. He was a partner in a CPA firm and worked at two of the largest accounting firms nationwide. He became a senior manager and then director in the tax department before a client hired him away to serve as CEO of a company. Jon was the CEO of two technology companies before deciding it was time to get back to his roots. He understands the thrill of creating a business and seeing it succeed. He also understands the responsibility of making payroll.
Jon Miller, CPA
Jon loves where he lives and what he does. As an Air Force kid, Jon spent his days watching the best pilots in the world fly top-secret planes. He looked up at the sky and to…
Charrise Bateman, EA
Charrise Bateman is a Tax Manager at Private Tax Solutions. Charrise is an Enrolled Agent and has a bachelor’s degree from Brigham Young University-Idaho.
Charrise prepares and reviews a variety of tax returns including Individual, Partnership, S-Corporations, and Trust returns. Charrise specializes in tax resolution services including penalty abatement, offer in compromise, lien removal, and installment agreements. Charrise has been working in the accounting industry for 20 years.
Prior to working at Private Tax Solutions, Charrise worked for Wipfli, LLP and Galusha, Higgins & Galusha, PC. Charrise also loves snowboarding, all things water…paddle boarding, swimming, boating, catching frogs, you name it. Charrise currently loves living in Rigby Idaho. Her home is on some farm ground north of Rigby in Annis where Charries and her family rotate through animals for fun (Pigs, Llamas, Cows, Chickens, Rabbits, Goats, Dogs, Cats, fish, frogs, lizards, turtles.)
Office Manager, HR Director
Megan was born and raised in South East Idaho. She loves this area and the people here. She began her education at Brigham Young University – Idaho and soon married her husband Isaac.
She considers their 6 children her greatest accomplishments in life, who range in age from 16 to 4 years old. She Loves to be with her family , travel, play games, and lose herself in a good book. She joined Private Tax Solutions in 2015 as the Office Manager.
Tax Preparer, Tax Resolution Specialist
Tierra is a tax preparer and tax resolution specialist at Private Tax Solutions, and she loves it! Tierra is currently finishing up her Bachelor’s degree in Accounting at:
Accountant, Financial Analyst
Jeff grew up in Seattle, Washington. He moved to Idaho with his parents about 6 years ago. Jeff is currently studying a degree in Business Finance at Brigham Young University Idaho.
Jeff’s goal is to become an investment advisor for the firm and ultimately work for himself. Jeff has decided to look into several different career paths ranging from becoming a lawyer to studying to become a Chartered Financial Analyst. Jeff enjoys cooking Argentine food for his wife to try as well as showing her the beauty in nature. A fun fact about Jeff is that he has spoken Spanish for almost all his life.
Stacey grew up in Johannesburg, South Africa. She came to America to continue her education at Brigham Young University-Idaho. At first, Stacey was studying Biomedical Sciences but…
quickly changed her degree to Business Management Marketing after Jon offered her an Internship here at Private Tax Solutions. Stacey fell in love with the field. Because of that Stacey has decided to pursue a career in marketing and hopes to work her way up to Marketing Director. Stacey’s husband is Jeff Miller and they got married in September of 2019 and love to spend time cooking together, playing board games with friends and taking their dog on walks and hikes. An interesting fact about Stacey is that she used to be an acrobat and competed internationally.
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Madison is our specialist in bookkeeping and payroll at the firm. She also prepares various tax returns. She received her bachelor’s degree in accounting from Brigham Young
University–Idaho. Madison grew up on a farm near Saint Maries, a small town in northern Idaho. Outside of work, Madison enjoys spending time with her husband Byron and their dog Sokka. She also enjoys sports; her favorite is volleyball which she played competitively for 9 years.
Isaac grew up in Anchorage, Alaska. He got married to his wife Gabrielle in April of 2019. Isaac and his wife love to fish, hunt, rock climb, water ski and play just about any sport.
Isaac grew up with a construction background primarily remodeling houses and road construction. Isaac graduated from Brigham Young University – Idaho in accounting. Since graduating, he decided to pursue his career in Tax and Financial advising at Private Tax Solutions.