Phone: 208.345.2350  |  Address: 960 Broadway Ave., Ste. 415 Boise, ID 83706

Tax Planning & Preparation

Paying less in taxes seems to be a reasonable goal.  However, there is a big difference between tax evasion and tax avoidance. We believe that everyone should pay their legally-required taxes and that no one should pay more than that amount (unless they choose to make a donation).  If you want to avoid paying excess tax, our planning and preparation services are designed for you!  Our goal is to help you manage your tax burden in a responsible, cost-effective manner.

 

Our tax professionals have the skills necessary to help individuals, families, non-traditional households, and businesses ranging from start-ups to companies with multinational operations.


As the vast majority of our client’s income returns are filed electronically, personal copies of their returns are provided on a complimentary, USB-compatible thumb drive. Hard copies are available on request for anyone wishing to file a paper return. We do not charge for electronic filing!

 

Tax Planning & Preparation Professionals

 

Kevin Hatrick, CPA

Nate Lining, CPA

S. Jason Coles, MBA, CPA/PFS

Susan M. Langley, CPA, CFE

Tax Planning Prep Services

  • Estate, Gift, and Trust planning
  • Business entity succession planning  
  • Tax Audit Representation
  • Income Tax Planning  
  • Tax Return Preparation  
  • Third-party Tax Reviews  
  • Cost Segregation Studies
  • Business Succession Planning
  • Section 1031 Exchanges
  • Business Bookkeeping
  • Payroll Services

Member, ISCPA and AICPA

Member Firm, American Institute of Certified Public Accountants and the Idaho Society of Certified Public Accountants

 

iscpa