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WHAT CAN WE DO FOR YOU?
We offer traditional certified public accounting services, such as tax preparation, tax and estate planning services, bookkeeping and payroll services, and financial statement preparation for all of your business and personal needs...backed by our guarantee of your satisfaction with our services. But in addition to those we also specialize in the following services to further meet your needs:
Personal Services
- Personal Financial Planning
- Investment Advisory Services - via a related organization that subscribes to the Nobel Prize winning theory of Modern Portfolio Management
- Retirement Planning - to assist you in meeting your retirement goals
Family, Trust and Conservatorship Services
- Family Services - to help families and individuals manage their net worth in various entity forms and take care of many of the mundane day to day jobs we all face
- Trust Services - to provide a more personalized service than traditional options
- Conservatorship Services - as court appointed conservators, to help manage funds of the elderly and those at risk or in a conflict situation
Business Services
- QuickBooks Support and Setup - as Qualified QuickBooks Pro Advisors
- Point of Sale Setup and Support - as Qualified Advisors
- Fraud Prevention and Detection - to help you avoid potential problems and to assist you should problems arise
- Business Valuation Services - as one of the few firms in Idaho having two persons qualified in this area via both of the major organizations qualifying business valuators
Litigation Support Services
- Helping your attorney achieve your goals by consulting during:
- Divorce
- Business purchase, merger or sale
- Contract disputes
- Lost profits or lost income analysis
- Fraud investigation
- Expert Testimony
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