Coeur d'Alene CPA, Tax Accountant, Bookkeeping & Advisory Firm

Both. We are based in Coeur d'Alene and meet clients in person for planning sessions and year-end reviews, but most ongoing work happens over secure document sharing and Zoom. Plenty of our Coeur d'Alene clients prefer a quick video call during the week and save in-person meetings for the things that benefit from face time. You get the same CPA-led service either way.

We use fixed pricing, so you know the cost before any work starts. Monthly CPA services for small businesses start at $600/month plus a $1,500 one-time onboarding fee. Growth plans with bookkeeping and payroll start at $995/month plus a $2,500 onboarding fee. Personal tax returns start at $750. Business returns start at $2,000. Tax planning sessions start at $2,500. Use the instant price calculator on this page for a fee estimate tied to your situation, or see the pricing section above for plan details. No hourly billing, and no bill that arrives after the fact.

Yes. Many of our clients are business owners who want one firm handling the business return, their personal return, bookkeeping, and payroll so nothing falls through the cracks. We also work with individuals who just want their personal taxes done right by a CPA. We will tell you honestly which services fit your situation.

Software works fine for a simple W-2 return. The moment you add a business, rental property, investment income, or a big life change, the questions stop being data entry and start being judgment calls. A CPA looks at your whole picture, plans ahead so you are not reacting in April, and stands behind the return. For most Coeur d'Alene business owners, the tax saved and the time returned cover the fee.

More than a once-a-year return. We keep your books current, run payroll, handle quarterly estimates, and meet with you before year-end while there is still time to act on what we see. The goal is that tax season is a formality because the planning already happened.

Yes. Rental and investment property brings depreciation schedules, expense tracking, passive activity rules, and a very different tax picture when you sell. We keep the reporting clean through the year and plan around sales and exchanges before they close, not after.

It can be. Seasonal revenue swings, tipped payroll, and sales tax on the right categories all add moving parts that a general return misses. We handle the payroll and sales tax mechanics so the busy season does not turn into a compliance scramble.

Yes, and it is common here. As an Idaho resident, Idaho taxes your income no matter where it is earned, while Washington has no income tax on wages. If you own a business operating in Washington, there are separate obligations on that side. We file both states and make sure the income is sourced correctly so you are not overpaying or exposed.

Before you need one urgently. Starting mid-year gives us time to set up bookkeeping, catch planning opportunities, and get ahead of estimates rather than cleaning up at the deadline. If you are already at filing time, we can still help, we just have fewer levers to pull.

You work directly with Collin Kane, CPA. The licensed CPA who reviews your return is the same person who answers when you call - not a rotating intake team you meet once a year.

A CPA has passed the national CPA exam, met Idaho's licensing requirements, and holds an active state license. CPAs can represent clients before the IRS, provide a higher standard of tax advisory, and are held to professional ethics standards. Not all tax preparers or accountants are CPAs.

Often, yes. A proactive CPA looks for deductions, credits, and structural moves a once-a-year filer misses, and the savings frequently exceed the fee. We focus on year-round planning so tax-saving decisions happen before year-end, when they still count, rather than after the year has closed.

Yes. Falling behind is common, especially for owners who have never worked with a CPA. We handle catch-up bookkeeping and prior-year returns regularly, get you compliant, and help you avoid the penalties that come from letting it sit. No judgment - just a plan to get current.

No. We handle the transition, including requesting your prior returns and records, so the handoff is straightforward on your end. Most owners switch because they want faster responses, clearer pricing, or proactive planning instead of once-a-year filing, and the move is simpler than they expect.

Year-round. The moves that lower your tax bill usually happen months before filing season. We stay engaged with planning and check-ins through the year so you are not scrambling in April and not wondering where your CPA went the other eleven months.

Most owners bring one on when tax complexity or time on the books starts costing more than the fee. Common triggers: turning a profit, hiring your first employee, forming an S Corp or LLC, getting an IRS notice, or outgrowing spreadsheets. If any of those fit, it is worth a conversation.

Yes. We are based at 2848 W Tours Dr in Coeur d'Alene and work with individuals and small businesses across North Idaho and Eastern Washington - Hayden, Post Falls, Sandpoint, Moscow, Pullman, Lewiston, Clarkston, Liberty Lake, and the surrounding areas. Many clients mix in-person planning visits with secure video check-ins.

When the questions are bigger than whether the return is accurate - whether you can afford the next hire, how an S-Corp election changes owner pay, what job-level profit looks like on a growing trades company, or how a major purchase affects cash and tax in the same quarter. Fractional CFO work gives Coeur d'Alene owners projections, scenario modeling, and a written plan from a CPA-led team without a full-time finance hire.

Yes. Contractors, medical and dental practices, hospitality businesses, and growing service companies around Coeur d'Alene and Kootenai County need Idaho withholding, unemployment, and tipped wage reporting handled correctly from the first hire. We run pay cycles, file state returns, document S-Corp officer wages where they apply, and keep deposits on schedule so payroll does not become the compliance problem that slows growth.