Business Details
50+ Years
experience
Professional Accounting Services in Coeur d'Alene, ID
With over 70 years of combined experience, our team of certified professionals delivers reliable financial solutions to individuals and businesses nationwide. Our firm employs 36 staff members, including 11 full-time CPAs, who leverage advanced technology and local expertise to serve North Idaho businesses. We maintain membership in the American Institute of CPAs and Idaho Society of CPAs, with mandatory peer review through the AICPA Private Companies Practice Section.Our services integrate cloud-based platforms and consulting to empower business decision-making while prioritizing ethical standards and personalized client relationships. Community involvement remains central to our operations, with team members actively participating in local organizations and charitable initiatives.
Services
Individual Tax Services
Business Tax Services
Estate Planning
Audit & Assurance
QuickBooks Consulting
Medical/Dental Consulting
Payroll Services
CFO for Hire
Wealth Management
Retirement Plans
Details
- Year established: 1955
Highlights and features
- We offer 70+ years of combined accounting experience with 11 certified CPAs on staff
- Our team provides localized financial expertise for North Idaho businesses
- We implement cloud-based platforms for real-time business decision support
- Mandatory peer review ensures adherence to highest accounting standards
- Active community involvement demonstrates our commitment to local stakeholders
Associations and certifications
- American Institute of CPAs
- Idaho Society of CPAs
- AICPA Private Companies Practice Section
What people say
Excellent timely service
Very professional
Happy customer
Premier consulting services
Best business decision
Services
Individual Tax Services
Our certified professionals handle complex individual tax returns with precision and personalized attention. We optimize deductions while ensuring compliance with federal and state regulations. Clients benefit from tailored tax planning strategies that maximize refunds and minimize liabilities.
Business Tax Services
We provide comprehensive business tax preparation and strategic planning for companies of all sizes. Our services include payroll tax management, quarterly filings, and entity structure optimization. Clients receive proactive guidance to reduce tax burdens while maintaining regulatory compliance.
Audit & Assurance
Our AICPA-certified team conducts thorough financial audits and assurance services for Idaho-based businesses. We verify financial accuracy, assess internal controls, and provide actionable recommendations. Clients gain confidence in their financial reporting processes and regulatory compliance.
Payroll Services
We deliver accurate payroll processing with tax liability management and compliance reporting. Our system ensures timely payments while handling complex tax calculations. Businesses benefit from reduced administrative burdens and error-free payroll tax filings.
CFO for Hire
Our experienced CPAs provide strategic financial management on a flexible basis. Services include cash flow analysis, budgeting, and financial forecasting. Clients access executive-level expertise without full-time executive costs, enabling data-driven business decisions.
People
Michelle Schini Haneline
Licensed Managing Partner
Third-generation Coeur d'Alene resident with 25+ years in tax and consulting. Specializes in medical/dental consulting and business valuations while maintaining governmental accounting expertise.
Bill Dougherty
Principal
Certified financial planner with 27+ years serving Idaho businesses. Expertise in tax planning, estate strategies, and investment portfolio management while leading wealth management initiatives.
Anthony Oss
Licensed Partner
Coeur d'Alene native with master's in taxation. Focuses on business tax strategies while maintaining multi-state licensing credentials to serve diverse client needs.
Devlin Flamm
Partner-Tax
Specializes in construction, healthcare, and real estate tax services with master's degree in accountancy. Provides industry-specific solutions while enjoying community outdoor activities.
Marla Ringling
Tax Specialist
Certified financial planner with 20+ years consulting businesses. Expert in estate planning and tax strategies while actively participating in professional speaking engagements and community service.
Questions
What accounting services do you offer?
We provide individual and business tax preparation, audit & assurance, payroll services, CFO consulting, estate planning, and industry-specific financial solutions.
How long have you served the Coeur d'Alene area?
Our firm has provided accounting services to North Idaho businesses for over 70 years with deep community roots and generational client relationships.
Do you specialize in specific industries?
We serve construction, healthcare, real estate, government, nonprofits, and professional services sectors with tailored financial expertise and local market understanding.
What sets your firm apart from other CPAs?
Our combination of technological innovation, mandatory peer review standards, and personalized client relationships creates unique value for Idaho businesses.
How do you ensure tax filing accuracy?
Our CPAs maintain AICPA certifications with continuing education requirements while implementing multi-level review processes for all tax submissions.
Can you assist with business financial management?
Our CFO-for-hire service provides strategic financial guidance, cash flow analysis, and growth planning tailored to small and medium-sized businesses.
