Individual Services

Income Tax Prep

From the very simple to the extremely complex, we can prepare your individual income tax return. We specialize in the Federal and Idaho returns, but we can also prepare a return for any other state
if needed.

Tax Planning

We hate unwanted surprises in April as much as our clients do. We love working with our clients throughout the year to make sure their tax bill is as low as possible, utilizing proven strategies for most any situation.

Personal Finances and Budgeting

Simply need help keeping track of your household bills? We can help! We apply our same level of business service to the individual as well.


We consult on a variety of issues. Whatever you’re dealing with on a financial or accounting level, chances are we’ve dealt with it too. Let us know how we can help.