Tax law is complex and ever changing. Here you will work with one experienced CPA who stays on top of tax law so you don't have to. Get some peace of mind and spend your weekends in February skiing at Schweitzer instead of thinking about taxes!
My fees vary depending on the complexity of your return and how organized the information is. I am not the cheapest option, but I provide value by offering a more thorough, personalized, and complete service. Please contact me to discuss your particular situation.
I use a secure client portal called TaxDome. It allows you to upload documents, complete forms, and communicate with me in one place. The tax filing process is kept moving forward as stress free as possible. Click here to access the TaxDome client portal.
Absolutely, I work with clients throughout Idaho and beyond using secure digital tools.
Yes, I can assist with the necessary tax planning for major life events like retirement, starting a new business, or selling a piece of property. It is wise to consider the tax ramifications of these major events before they happen. Once a decision is made, your options may be limited. No one likes paying more in taxes than they have to.
I don’t generally offer day-to-day bookkeeping, but I do provide oversight and support to help ensure your books are accurate, organized, and tax-ready. I can coordinate with your bookkeeper to keep records on track throughout the year. This helps make year end tax planning smoother and more effective. If you are looking for a bookkeeper, I have compiled for your convenience a list of Idaho based bookkeepers that can be accessed using this link: List of bookkeeping providers
No, payroll is not an offering I intend to provide. However, I have compiled for your convenience a list of Idaho based payroll providers that can be accessed using this link: List of payroll providers
Yes, please contact me to schedule a virtual appointment. You can book directly through my online calendar here, or feel free to contact me through the website contact page or by phone.
