Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Idaho Falls, ID
Since our founding in 1963, we have established ourselves as the largest CPA firm in the Intermountain West region. Our firm combines the personalized attention of a local practice with the capability to serve clients nationwide, maintaining strong relationships through open communication and small-town values. We specialize in comprehensive accounting, tax, and business consulting services tailored to individuals, executives, and organizations across various industries. Our team of licensed CPAs and financial professionals brings decades of collective experience in resolving complex tax matters, optimizing business operations, and developing strategic financial plans.We actively participate in professional organizations including the American Institute of Certified Public Accountants and maintain active roles in state CPA societies. Our commitment to excellence drives us to deliver high-quality services while continuously advancing our technical expertise through professional education. We prioritize client satisfaction by offering responsive support, transparent communication, and customized solutions that address both immediate needs and long-term financial goals. With offices in Idaho Falls, Rexburg, Bozeman, Helena, Driggs, and West Yellowstone, we serve diverse clients throughout the United States.
Services
Tax Preparation
Business Accounting
QuickBooks Services
Financial Planning
Estate Planning
Details
- Year established: 1963
Highlights and features
- We offer over 60 years of combined experience in accounting and tax services since 1963
- Our team provides personalized service through direct access to experienced CPAs
- We combine local market expertise with nationwide service capabilities
- Our firm maintains active membership in major professional accounting organizations
- We deliver comprehensive financial solutions integrating tax planning and business strategy
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing of individual and business tax returns. We maximize deductions through detailed analysis of financial records while ensuring compliance with current tax regulations. Our experienced CPAs handle complex return requirements for diverse business structures including corporations, partnerships, and non-profits.
Business Accounting
We provide complete accounting solutions including bookkeeping, payroll processing, and financial reporting tailored to small and mid-sized businesses. Our services cover audit preparation, internal control implementation, and business valuation to support financial decision-making and regulatory compliance.
QuickBooks Services
Our QuickBooks specialists offer complete setup, customization, and training for small business accounting systems. We provide technical support, data cleanup, and software updates to optimize financial management capabilities while ensuring accurate financial record-keeping and reporting.
Tax Planning
We develop customized tax reduction strategies that legally minimize tax liabilities through year-round planning. Our services include analysis of tax credits, deduction optimization, and implementation of tax-efficient business structures for both individuals and corporations.
Financial Planning
Our financial planning services focus on retirement strategy, estate planning, and investment optimization. We create personalized plans addressing risk management, college funding, and legacy preservation while coordinating with insurance and estate attorneys to ensure comprehensive coverage.
Questions
What accounting services do you offer?
We provide small business accounting, QuickBooks setup and training, payroll processing, bank financing assistance, cash flow management, and audit/review services.
Do you handle both personal and business tax matters?
Yes, we offer tax preparation and planning services for individuals and businesses, including IRS problem resolution and strategic tax reduction strategies.
What QuickBooks support services are available?
We offer QuickBooks setup, training, troubleshooting, and ongoing technical support including email and phone assistance for your accounting staff.
Do you provide financial planning services?
Yes, we help with retirement planning, estate planning, education funding strategies, investment planning, and comprehensive personal financial management.
What areas do you serve?
We operate from offices in Idaho Falls, Rexburg, Bozeman, Helena, Driggs, and West Yellowstone while serving clients nationwide.