Our Services
From bookkeeping to tax prep to IRS representation. Pick what you need or let us handle it all.
Bookkeeping
Clean, accurate books maintained throughout the year. General ledger management, bank reconciliations, and monthly financial statements. Flat monthly fee with unlimited questions.
Monthly & Quarterly Performance Reporting
Profit and loss statements, balance sheets, and KPIs delivered on a regular schedule. These reports show you what's actually happening in your business so you can make decisions based on facts.
Controller Services
Financial oversight for businesses that need more than basic bookkeeping. We review your books monthly, implement internal controls, and catch problems before they become expensive.
CFO & Advisory Services
Financial strategy and advisory for businesses ready to grow. Budgeting, forecasting, cash flow planning, and the ongoing guidance you need to make confident decisions.
QuickBooks Setup & Training
System design, setup, and conversion from manual or other platforms to QuickBooks. Includes training and ongoing software support.
New Business Setup
Get your accounting system, payroll, and tax structure set up correctly from day one. For startups and first-year businesses ready to build on a solid foundation.
New Business Strategy
LLC, S Corp, or C Corp? We analyze your situation and recommend the entity structure that fits your goals and minimizes your tax burden.
Industry-Specific Accounting & Tax
Accounting built for how your industry actually works. We specialize in construction, restaurants, real estate, manufacturing, and professional services.
Business Tax Preparation
Comprehensive tax preparation and filing for all business entity types. Federal, state, and multi-state returns handled by Enrolled Agents who identify every available deduction and credit.
Personal Tax Preparation
Full-service tax preparation for individuals with investments, rental properties, self-employment income, and other complex situations.
Estate Tax Preparation
Preparation of estate, trust, and gift tax returns. We handle the specialized filings required when wealth transfers between generations and ensure everything stays compliant and tax-efficient.
Sales Tax Compliance
We manage your sales tax obligations from registration through filing. You collect the tax from customers and we handle everything else. Returns are prepared, filed on time, and tracked so nothing slips through the cracks.
Payroll Tax Services
Payroll tax calculation, filing, and compliance. We handle quarterly and annual returns so you stay current with the IRS and Idaho. Deadlines tracked and deposits managed.
Out-of-State Tax Returns
Multi-state tax compliance for businesses operating across state lines. We determine where you have filing obligations and prepare returns for each state where you owe.
IRS Audit Representation (Enrolled Agent)
When the IRS sends a notice or starts an audit, you need someone with federal authority to represent you. As Enrolled Agents, we handle the IRS directly so you don't have to.
State Tax Representation
When Idaho's tax agency sends a notice or starts an audit, you need someone who knows the rules and procedures. We handle state tax issues on your behalf.
Financial Planning for Business Owners
Integrates accounting and tax strategy with long-term financial and retirement planning. Aligns business and personal finances for future success.
Inventory Accounting
Inventory tracking, valuation, and reporting for product-based businesses. We maintain accurate cost of goods sold so you know your real margins.
