Personalized Tax, Investment, and Professional Services for your every need.
About Baker 3, Inc.
We started Baker 3, Inc. to help clients with their taxes and to help them save money on their taxes. We believe that honesty, integrity and ethics really do produce the best tax returns. We love meeting with our clients and getting to know them on a personal level. We believe that this personal attention to our clients is the best way to both keep our clients apprised of the latest tax laws as well as help them succeed in their individual businesses. We have helped many clients get their businesses off the ground by discussing best practices in business formation, documentation, record keeping and deductible vs. non-deductible expenses.
Services
Tax Planning
Planning for future events make all the difference. We will help you evaluate your tax situation before the end of the year in order to maximize your savings for the upcoming tax season.
Tax Preparation
We have over 23 combined years experience in Individual, Partnership, S Corporation, C Corporation, and Trust tax return preparation.
Entity Formation
Strategic advice on what type of business to form based on your situation, with help getting that business off the ground.
Best Business Practices
We can advise you on tasks and procedures to simplify record keeping and year end tax reporting.
Financial Advice
We can advise you on various tax-favored retirement plans and strategies for you and your business.
Consulting
We take a holistic approach to help you achieve your goals whether they be for your business or yourself.
Strategic PPC/SEO
We will manage your online advertising and Search Engine Optimization to ensure success for your business and drive growth.
Website Creation
Let us create that perfect website for your business and manage it too, with Wordpress, Magento, and Dreamweaver experience.
String Quartet
Because our String Quartet has played for over 2,500 events, we can offer that extra touch for your event with our String Quartet solutions. For more information, click here.
The people who do the work
Krista Baker, MBA, CPA, CFP®, CEO/CFO
Krista has been helping clients with their taxes for 20 years. She graduated from the University of Utah with both a bachelor’s degree in Accounting and an MBA. Before doing taxes, she worked in corporate accounting for 10 years doing gas accounting and traveling all over the United States training employees on a program she built. She also taught accounting and consolidations at the University of Phoenix. She enjoys helping her clients save money through innovative tax strategies and business entity formation. She does Individual, Partnership, S Corporation, C Corporation and Trust tax returns. In addition to being a CPA, Krista is also a Certified Financial Planner (CFP®) and helps her clients with everything from insurance, retirement planning and estate planning to investment management. She learned long ago that doing taxes and financial planning were a lot more fun when she got to know her clients. Her clients are the motivation behind learning about each new tax law and its application.
Robert, married to Krista for 25 years, is semi-retired from 35 years with Questar - the past 23 years in various capacities in IT. Robert graduated from the ‘U’ with a BS degree in Economic Theory and Statistical Analysis with a minor in Mathematics. Robert went on to complete an MBA with a Finance specialization from Westminster College. “I remember both Krista and I studying for our MBA’s together, it was a stressful but enjoyable time for us, way back when we were young and in love.” Robert has also been an EMT for six years and did taxes with Gary A. York & Associates for three years. “I’m excited to be working with Krista again as we met and worked together at Questar some 27 odd years ago and have made a great team ever since”.
Harrison graduated from the University of Utah summa cum laude with a Bachelor's in Accounting and Information Systems (double major) as well as a Master's in Accounting degree with an emphasis in Business Analytics. He strives to look for ways to simplify existing and new processes in the business field. In the past, he has placed in the Salt Lake Valley Science and Engineering Fair, won a $6000 grant to replace equipment in a local high school's auditorium, and participated in and received a Superior designation for over 10 years in Music Federation. In his spare time, he likes to read, go to shareholders' meetings, keep up on the news, and play board games.
Marilee Burgon, Bookkeeper
Marilee has been a friend of Krista’s since 4th grade. She received her Bachelor’s degree in Accounting from the University of Utah after which she worked in accounting at an office furniture business where she kept up with the daily Accounts Receivable and solved problems with old bills that hadn’t been paid. Marilee then worked for 10 years as a Paraprofessional in Literacy at her local Elementary so that she could be home while raising her 5 children. Marilee started working for Baker3 as a bookkeeper in 2019 and really enjoys helping businesses with QuickBooks. She appreciates working with the Bakers because of their honesty and integrity and because they introduced her to her husband!
Contact Us!
Headquartered in Salt Lake City, Utah
Contact Us Below!