Meet the Ideas Team
Our team is passionately invested in your success and making sure you feel heard, valued, and understood. By taking the time to listen, work through solutions, and provide proactive guidance, we help you feel confident and organized about the future of your business or wealth accumulation.
Rick founded Sager CPAs & Advisors in 2011. As a talented synergist, his strength lies in bringing good people together to do great things. By providing the tools, resources, and answers necessary to help everyone achieve their goals, he helps clients save money and better understand their finances. Nothing makes Rick prouder than hearing our clients say, “That was easy!”
A graduate from Idaho State University, earning a BBA in Business Management with an emphasis in HR, Rick enjoys spending time with his wife and childhood sweetheart Annie and their children. He coaches youth football and is often seen riding an ATV through our beautiful mountains.
Nathan joined our team as an Accountant In Charge (AIC) in January 2019. As a former business owner, he understands the importance of managing financial processes with an eye to accuracy and compliance. As a tax specialist, he enjoys keeping up with the tax code to help individual and business clients achieve tax efficiency.
Along with overseeing financial statement analysis, managing audits, and ensuring compliance, Nathan guides clients to improve budgeting and forecasting, and make smarter data-based decisions. By designing and implementing internal controls, he helps safeguard client assets and financial information.
Nathan graduated from BYU-Idaho with a bachelors in Accounting. When not working, he is playing games, watching sports, or on an outdoor adventure with his growing family!
Karson joined our team as a tax manager in August 2023. Tasked with preparing tax returns, creating tax plans, and developing tax forecasts throughout the year, he works closely with clients to ensure accuracy. His favorite aspect of the work he does is alleviating the stress of taxes for clients, helping people to understand how their taxes work and implementing strategies for increasing their post-tax net worth.
Karson graduated in 2023 with a Bachelor's degree in Accounting, following a tax season internship earlier that year. He enjoys playing and watching basketball, baseball, football, volleyball, and pickleball, along with being outdoors to camp, hike, fish or go boating.
Alisha was hired as our firm director in November 2021. Bringing 25 years of office and financial institution experience to Sager CPAs & Advisors, she is an expert at training, workflow, project management, billing, HR functions and so much more. Alisha is our resident problem solver and a sounding board for anyone who has an idea they need to bounce off a keen ear. She is driven to help our clients and her teammates succeed.
Alisha graduated from BYU-Idaho with an Associates Degree in Administrative Assistant/Office Manager. She enjoys good times with her family, playing the piano at church, and crocheting gifts.
Rick Sager, CPA
Founder
Rick founded Sager CPAs & Advisors in 2011. As a talented synergist, his strength lies in bringing good people together to do great things. By providing the tools, resources, and answers necessary to help everyone achieve their goals, he helps clients save money and better understand their finances. Nothing makes Rick prouder than hearing our clients say, “That was easy!”
A graduate from Idaho State University, earning a BBA in Business Management with an emphasis in HR, Rick enjoys spending time with his wife and childhood sweetheart Annie and their children. He coaches youth football and is often seen riding an ATV through our beautiful mountains.
Nathan Yorgason
Tax Associate
Nathan joined our team as an Accountant In Charge (AIC) in January 2019. As a former business owner, he understands the importance of managing financial processes with an eye to accuracy and compliance. As a tax specialist, he enjoys keeping up with the tax code to help individual and business clients achieve tax efficiency.
Along with overseeing financial statement analysis, managing audits, and ensuring compliance, Nathan guides clients to improve budgeting and forecasting, and make smarter data-based decisions. By designing and implementing internal controls, he helps safeguard client assets and financial information.
Nathan graduated from BYU-Idaho with a bachelors in Accounting. When not working, he is playing games, watching sports, or on an outdoor adventure with his growing family!
Karson Maughn
Tax Manage
Karson joined our team as a tax manager in August 2023. Tasked with preparing tax returns, creating tax plans, and developing tax forecasts throughout the year, he works closely with clients to ensure accuracy. His favorite aspect of the work he does is alleviating the stress of taxes for clients, helping people to understand how their taxes work and implementing strategies for increasing their post-tax net worth.
Karson graduated in 2023 with a Bachelor's degree in Accounting, following a tax season internship earlier that year. He enjoys playing and watching basketball, baseball, football, volleyball, and pickleball, along with being outdoors to camp, hike, fish or go boating.
Alisha Gearhart
Firm Director
Alisha was hired as our firm director in November 2021. Bringing 25 years of office and financial institution experience to Sager CPAs & Advisors, she is an expert at training, workflow, project management, billing, HR functions and so much more. Alisha is our resident problem solver and a sounding board for anyone who has an idea they need to bounce off a keen ear. She is driven to help our clients and her teammates succeed.
Alisha graduated from BYU-Idaho with an Associates Degree in Administrative Assistant/Office Manager. She enjoys good times with her family, playing the piano at church, and crocheting gifts.
Kristine Coleman
Client Success Coordinator
Since June 2023, Kristin has facilitated onboarding to set new and existing clients up for success. She loves welcoming clients into the Sager CPAs & Advisors family and guides them through our advisory program to support the building of a strong client-accountant relationship. Incredibly organized, Kristin is our "traffic controller" for incoming work and tax returns. She also covers data entry, follow up, and some of our IT needs. Kristin’s attention to detail and passion for problem solving make her a reliable resource for both clients and colleagues.
A mother to two teenagers, who keep her on her toes, she teaches dance and loves to work out when she gets a chance.
Jill Smith
Accounting Team Leader
Jill joined Sager CPAs & Advisors in November 2023 as our Bookkeeping Department Supervisor. Her core responsibilities include overseeing the bookkeeping team and ensuring that all client books are complete and correct for the issuing of financial statements and accurate tax returns. Her 15 years of accounting experience has prepared Jill to successfully collaborate with the other accountants on our team to innovate and improve processes.
Jill graduated with a degree in Finance from Boise State University and is currently pursuing her CPA. She spends her free time quilting, gardening, reading or spending quality time with her four kids, partner Matt, and their dog and cat.
Jessica Wood
Accounting Service Team
Jessica joined our bookkeeping services team in September 2021 as the next step following a career in customer service and management. Passionate about being a lifelong learner, working as a staff accountant is an ideal match, as there are new things to learn every day. She loves working with people and being of service to both her colleagues and clients. In her free time, Jessica enjoys cleaning and spending quality time with her grandchildren.
Jessica Krumsick
Staff Accountant
Jessica joined our firm in November 2023 as a staff accountant following a 16-year career as a full charge bookkeeper for Telanswer, Inc. She likes working with numbers, which makes running payroll and paying payroll taxes for clients a perfect fit.
Jessica’s 15-year-old twins keep her busy, but not so busy to keep her off the soccer field or working in her yard on sunny days. She also throws darts, plays foosball, and is a certified puzzle nerd. Jessica is very happy to be on our team and truly enjoys the people she works with.
McKenzie Rhodes
Administrative Assistant
McKenzie was hired as an administrative assistant in November 2023. Over the ten years prior, she held various customer-facing roles and discovered the joy of working with new people every day. McKenzie loves connecting with both our clients and her coworkers, and to be actively involved in keeping schedules on track and making sure all incoming calls and emails are handled correctly.
As a mom to a rowdy little boy and a fully trained birth and postpartum doula, McKenzie is always busy. She spends her down time outside with her family, camping, hunting, or fishing. An avid traveler, she has been to four countries outside of the US.
Melissa Atkin
Tax Manager
Melissa joined our tax team in January 2023. As a tax manager she prepares tax returns and tax plans for our valued clients. By working hand-in-hand with clients to plan for the coming year, she saves people money while breaking down complex concepts into bite-sized ideas that are easy to understand. Taking stress out of people’s lives is the highlight of every day on the job.
Melissa graduated with a Bachelor's degree in Accounting from Brigham Young University - Idaho in 2023. When she’s not spending time with her family, you will probably find her dancing a country triple step!
Jess Gearhart
Administrative Assistant
A problem solver at heart, Jess joined our team in January 2024. She brings a passion for customer service and over a decade of experience assisting clients with questions and concerns. When you need help, Jess will be there to answer your call or email. No matter what your issue, she can put the pieces of the puzzle together and get your problem resolved!
An animal lover, Jess’s family of two cares for five permanent fur babies along with foster kittens and puppies from Lake Lowell Animal Rescue. In her free time, she enjoys spending time with friends and family or playing D&D.
Since June 2023, Kristin has facilitated onboarding to set new and existing clients up for success. She loves welcoming clients into the Sager CPAs & Advisors family and guides them through our advisory program to support the building of a strong client-accountant relationship. Incredibly organized, Kristin is our "traffic controller" for incoming work and tax returns. She also covers data entry, follow up, and some of our IT needs. Kristin’s attention to detail and passion for problem solving make her a reliable resource for both clients and colleagues.
A mother to two teenagers, who keep her on her toes, she teaches dance and loves to work out when she gets a chance.
Jill joined Sager CPAs & Advisors in November 2023 as our Bookkeeping Department Supervisor. Her core responsibilities include overseeing the bookkeeping team and ensuring that all client books are complete and correct for the issuing of financial statements and accurate tax returns. Her 15 years of accounting experience has prepared Jill to successfully collaborate with the other accountants on our team to innovate and improve processes.
Jill graduated with a degree in Finance from Boise State University and is currently pursuing her CPA. She spends her free time quilting, gardening, reading or spending quality time with her four kids, partner Matt, and their dog and cat.
Jessica joined our bookkeeping services team in September 2021 as the next step following a career in customer service and management. Passionate about being a lifelong learner, working as a staff accountant is an ideal match, as there are new things to learn every day. She loves working with people and being of service to both her colleagues and clients. In her free time, Jessica enjoys cleaning and spending quality time with her grandchildren.
Jessica joined our firm in November 2023 as a staff accountant following a 16-year career as a full charge bookkeeper for Telanswer, Inc. She likes working with numbers, which makes running payroll and paying payroll taxes for clients a perfect fit.
Jessica’s 15-year-old twins keep her busy, but not so busy to keep her off the soccer field or working in her yard on sunny days. She also throws darts, plays foosball, and is a certified puzzle nerd. Jessica is very happy to be on our team and truly enjoys the people she works with.
McKenzie was hired as an administrative assistant in November 2023. Over the ten years prior, she held various customer-facing roles and discovered the joy of working with new people every day. McKenzie loves connecting with both our clients and her coworkers, and to be actively involved in keeping schedules on track and making sure all incoming calls and emails are handled correctly.
As a mom to a rowdy little boy and a fully trained birth and postpartum doula, McKenzie is always busy. She spends her down time outside with her family, camping, hunting, or fishing. An avid traveler, she has been to four countries outside of the US.
Melissa joined our tax team in January 2023. As a tax manager she prepares tax returns and tax plans for our valued clients. By working hand-in-hand with clients to plan for the coming year, she saves people money while breaking down complex concepts into bite-sized ideas that are easy to understand. Taking stress out of people’s lives is the highlight of every day on the job.
Melissa graduated with a Bachelor's degree in Accounting from Brigham Young University - Idaho in 2023. When she’s not spending time with her family, you will probably find her dancing a country triple step!
A problem solver at heart, Jess joined our team in January 2024. She brings a passion for customer service and over a decade of experience assisting clients with questions and concerns. When you need help, Jess will be there to answer your call or email. No matter what your issue, she can put the pieces of the puzzle together and get your problem resolved!
An animal lover, Jess’s family of two cares for five permanent fur babies along with foster kittens and puppies from Lake Lowell Animal Rescue. In her free time, she enjoys spending time with friends and family or playing D&D.
Sectors Served
Real Estate Investors, Developers and Agencies
Small Business Start-Ups
Medical and Dental Providers
Law Firms
Construction
E-Commerce & Manufacturing
International Shipping
Farm & Ranch
Tax Negotiation
Trusts & Estates
Software Developers