Tax Preparation in Meridian & Boise, Idaho
If there are two things that are certain in life, they’re death and taxes. I can’t help with the first one, but the second one is where I live. As a Meridian, Idaho CPA, I prepare federal and Idaho returns for individuals, small businesses, rental property owners and nonprofits throughout Boise, Nampa and the Treasure Valley, and I work remotely with clients across the U.S. That way you can stop worrying about the IRS and get back to running your life and your business.
Every engagement starts with a free 1-on-1 consultation, so you’ll know exactly what you need and what it will cost before any work begins.
Tax Returns I Prepare
- Individual returns (Form 1040): W-2 employees, families, retirees, and anyone with investments or side income
- Self-employed and sole proprietors (Schedule C): freelancers, contractors and gig workers
- S corporation returns (Form 1120-S)
- Partnership and multi-member LLC returns (Form 1065)
- C corporation returns (Form 1120)
- Rental property income (Schedule E): single rentals through small portfolios
- Nonprofit returns (Form 990 series)
- Idaho state returns for individuals and businesses
- Estimated tax payments: calculating quarterly payments so you aren’t hit with a surprise bill or penalty
- Tax planning and analysis: year-round strategies to legally lower what you owe
- E-filing and paper filing
Who I Work With
Small business owners. If you own an S corp, partnership or LLC, your business return and your personal return are connected. I prepare both together, so nothing falls through the cracks and you get every deduction you’re entitled to.
Self-employed and side hustlers. Freelance and 1099 income comes with self-employment tax, quarterly estimates and a lot of deductions people miss. I’ll make sure you’re paying what you owe, and not a dollar more.
Rental property owners. Depreciation, repairs vs. improvements, passive loss rules: rental taxes get complicated quickly. I’ll keep you compliant and make sure the deductions work in your favor.
Individuals and families. Even a “simple” return can hide missed credits and deductions. Having a CPA prepare it means you get it right the first time.
How It Works
- Free consultation. We talk through your situation, what’s changed this year, and what you’ll need.
- Send your documents. I’ll give you a checklist so you know exactly what to gather.
- I prepare your return. I review everything, look for savings, and flag anything that needs your attention.
- Review and file. We go over the return together, you sign off, and I e-file it.
- Year-round support. Got an IRS letter in July? Wondering about estimated payments? You can reach me.
What to Bring
- Last year’s tax return (federal and state)
- W-2s, 1099s (NEC, MISC, INT, DIV, B, R) and K-1s
- Business income and expense records, or your QuickBooks file
- Rental income and expenses, plus property purchase details for depreciation
- Mortgage interest (Form 1098), property taxes and charitable donations
- Estimated tax payments you made during the year
- Any letters from the IRS or state tax agency
Why Work With a CPA?
Tax software asks questions. A CPA asks the right questions. I’ve prepared taxes and bookkeeping for hundreds of clients, in public accounting and in corporate roles at a publicly traded company and a Fortune 500 company. Because my practice is small-business focused, you won’t be passed off to a junior staffer or left on hold during tax season. You work directly with me.
Tax Preparation FAQ
When should I contact a CPA about my taxes?
The earlier the better. Reaching out before year-end leaves room for planning moves that can lower your tax bill. Waiting until April limits your options.
Do you prepare Idaho state returns?
Yes. I prepare Idaho returns alongside your federal return for individuals and businesses.
Do you work with clients outside Idaho?
Yes. Documents can be shared securely online and meetings held by phone or video, so you can work with me from anywhere in the U.S.
Can you help if I’m behind on filing?
Yes. If you have unfiled returns from prior years, we can get you caught up and back in good standing.
How much does tax preparation cost?
It depends on the complexity of your return. You’ll get a clear quote during your free consultation, before any work begins.
Sound Good?
Let’s get to work. Request your free consultation or reach out directly:
Phone: 208-615-5314 · Email: CPASolutionsIdaho@gmail.com