MEET OUR TEAM.
As Managing Partner of Hartle & Rees, LLC Ryan manages many of the client relationships and personnel for the firm. He specializes in business and individual income taxation for a wide variety of clients in health care, manufacturing, ecommerce, professional services and many others. Ryan prides himself in proactive tax planning and high levels of client contact and interaction. He has also served as interim CFO of numerous companies and as a professor of accounting at multiple colleges. Ryan also has in depth experience in mergers & acquisitions and other tax related proficiencies.
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Josh joined Hartle & Rees in 2021, bringing years of experience of helping local businesses with their tax planning, tax compliance, and financial strategies. He spent the majority of his career at PricewaterhouseCoopers in Salt Lake City and recently served as a Senior Tax Manager at Eide Bailly. Josh obtained his Bachelor of Accounting degree and Master of Accounting degree from Brigham Young University. He recently served on the board of the Utah Valley Estate Planning Council. Josh is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.
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Michael received his accounting degree from the University of Utah in 1984 and began his public accounting career working in the firm of Stayner, Fitzgerald, Vance & Call in Salt Lake City, Utah. In November of 1991 he co-founded the firm Call, Hartle & Company which has now become known as Hartle & Rees, LLC.
Michael has served on many committees and boards of both professional and civic organizations throughout his professional career; including the University of Utah Business Alumni Association, The Utah Association of Certified Public Accountants, the Primary Children’s Medical Center Foundation and the Exchange Club of Salt Lake City.
Areas of expertise include individual, business and trust taxation and consulting. Michael is a licensed certified public accountant in the State of Utah and is a member of the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants and the Tax Section of the AICPA.
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Jim came to Hartle & Rees in 2014 from public accounting in Denver, CO. He maintains the financial accounting procedures for many clients and assists in tax preparation of individuals and entities. Jim holds an undergraduate degree in accounting from the University of Northern Colorado and a master of taxation from The University of Denver.
(801) 904-2070 Ext. 3
Juliana Jackson Tucker
Juliana Jackson Tucker is a licensed CPA in the state of Idaho and has worked in public accounting since 2012, with a focus in taxation and financial accounting. She has assisted clients in a variety of industries, including medical, restaurant, manufacturing, real estate, oil, construction, and agriculture. Juliana earned her accountancy bachelor’s of business administration cum laude from Boise State University and is a member of the AICPA.
(801) 904-2070 Ext. 4
Jared joined Hartle & Rees in 2017, bringing with him a specialization in taxation of pass-through entities and individuals. He graduated in 2005 from California State University San Marcos with a degree in Business Administration, emphasis in Accounting, and is currently a licensed CPA in the state of California. In the 12 years prior to joining Hartle & Rees, Jared worked in public accounting for two CPA firms based in the San Diego, California area. He has extensive experience in tax consulting and planning for the industries of commercial and residential real estate, manufacturing, professional athletics, restaurant, health care and skilled nursing.
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Trista joined Hartle & Rees in 2019 and has worked in public accounting since 1999. She serves clients in a variety of industries, including medical, legal, real estate, manufacturing, and personal services. Trista has her Bachelor of Accounting degree and Master’s of Accountancy with a specialization in taxes from Brigham Young University.
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Peter joined the Hartle & Rees team in 2021 and obtained his Bachelor’s of Accounting from Utah Valley University in 2019 and Master’s of Accounting from Western Governor’s University in 2020. He has worked in public accounting since 2019 and assists with tax preparation and financial reporting.
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Whitney is the office manager for Hartle & Rees, having joined the firm in 2019. She assists with client relations, organization, firm operations, collections, and tax return processing.
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