Empowering Small Businesses to Achieve Their Financial Goals
Welcome to Travis Jeffries, PA, a Boise, ID-based accounting firm dedicated to providing comprehensive financial solutions to individuals and businesses. Our team of certified public accountants (CPAs), enrolled agents, and administrative staff work together to deliver top-notch services tailored to meet your unique needs.
Our managing partner, Kelly Sonnichsen, CPA, and partners Chris Gotsch, CPA, Lucinda Reinke, CPA, and Brent Blodgett, Enrolled Agent, lead our experienced team of professionals. With their combined expertise and dedication, they ensure that clients receive the highest level of service and support.
Our team also includes Alexandra Lee, CPA, Matthew Stockman, Tax Accountant, Sabine Pierce, Administrative Assistant, and Ginny Fernandez, Administrative Assistant. Each team member plays a crucial role in delivering exceptional service to our clients.
Services Offered
At Travis Jeffries, PA, we offer a wide range of services designed to help individuals and businesses manage their finances effectively. Our service offerings include:
- CPA Services: Our CPA services cover various aspects of financial management, including accounting, auditing, and tax planning. We provide comprehensive financial statement preparation, including income statements, balance sheets, cash flow statements, and general ledger maintenance. We also offer part-time CFO services for small businesses in need of high-level financial guidance.
- Business Services: Our business services are designed to help companies manage their day-to-day financial operations efficiently. We offer small business accounting, bank reconciliation, payroll processing, sales tax reporting, and internal financial controls assessment. Our goal is to help business owners streamline their financial processes, reducing the time spent on administrative tasks and allowing them to focus on growing their companies.
- Tax Services: Our tax services cater to both individuals and businesses. We provide tax preparation, tax planning, and tax problem resolution. Our tax professionals are experienced in handling IRS audits, filing back taxes, handling payroll tax problems, and releasing IRS liens, levies, and wage garnishments. We also assist with innocent spouse relief, offer in compromise, and IRS payment plans.
- QuickBooks Services: As a QuickBooks ProAdvisor, we offer QuickBooks setup, training, help, and tune-up services. We can guide you in selecting the right QuickBooks product for your business and ensure that it is correctly configured to meet your specific needs.
- Non-Profit Services: Our team has extensive experience in non-profit accounting and can help organizations stay compliant with financial regulations. We offer new business formation, non-profit accounting, and internal financial control assessments.
Client Portal, SecureSend, Financial Calculators, Resources, Blog, and Contact Us pages provide additional information on our services, tools, and resources.
Communication Concerns and Outstanding Service
Ryan Drew's review highlights the importance of clear communication in business dealings. Unfortunately, their experience was marred by poor communication regarding costs, leading to a sense of uncertainty and frustration. This lack of transparency ultimately resulted in a low rating of 2 stars.
On the other hand, Scott Cash's glowing review highlights the exceptional customer service and strong work ethic of the company. His experience was marked by excellent communication and a sense of being valued as a customer, earning a perfect 5-star rating.
