Our Services
01
Tax Preparation
We don’t just prepare tax returns, we help you take control of your entire tax picture. Our process goes beyond checking boxes and filing forms. We take the time to understand your business, proactively identify savings opportunities, and ensure you never overpay. Whether you’re a sole proprietor, S-Corp, partnership, or C-Corp, we deliver accurate, compliant, and strategically optimized returns. For small business owners, our tax prep can be fully integrated with monthly bookkeeping, so your financials are always clean and ready for filing. We also handle individual 1040s for owners and their families, making tax season smoother and more predictable. Based in Southern Idaho, we proudly serve clients locally and remotely, offering business-first tax solutions backed by year-round support and personalized guidance.
02
Tax Planning
Tax season shouldn’t be a surprise. Our proactive tax planning service helps you take advantage of deductions, credits, and strategies throughout the year, so you’re not scrambling when it’s time to file. From quarterly check-ins to entity structure reviews, we tailor a plan that suits your business and minimizes your tax burden legally and effectively. Whether you’re optimizing owner compensation, planning for retirement contributions, or reinvesting in your business, we’ll guide you with forward-thinking advice rooted in real numbers. It’s not just about saving money, it’s about building a smarter financial future.
03
Bookkeeping
Accurate, up-to-date financials are the foundation of every smart business decision, and we make sure yours are always in order. Our monthly bookkeeping service provides clean, timely financial reports that you can use to run your business, not just file taxes. We categorize your transactions, reconcile your accounts, and ensure your books are audit-ready at all times. By handling your bookkeeping in-house, we keep your tax planning and tax prep aligned, no more chasing down missing reports or fixing errors from disconnected systems. You’ll gain clarity, peace of mind, and time back to focus on growing your business.
04
Outsourced Accounting
Our outsourced accounting service combines bookkeeping, tax planning, and tax preparation into one seamless, all-in-one solution. Instead of juggling multiple providers or dealing with last-minute surprises, you’ll have a dedicated team managing your financials year-round. We keep your books accurate, your taxes optimized, and your deadlines under control—so you can stay focused on running and growing your business. With real-time insights and proactive guidance, we don’t just handle your numbers—we help you use them strategically. Whether you’re looking to reduce tax liability, clean up your back office, or avoid hiring in-house staff, outsourced accounting gives you the clarity and confidence of a full finance team, without the overhead.