Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Coeur d'Alene
With over 70 years of combined experience, our team of 36 professionals, including 11 full-time CPAs, delivers reliable financial solutions to individuals and businesses nationwide. We specialize in accounting services for North Idaho business owners, leveraging deep local expertise and advanced technology to provide tailored tax planning, financial reporting, and consulting services. Our commitment to ethical standards is demonstrated through memberships in the American Institute of CPAs and Idaho Society of CPAs, while our community involvement reflects our dedication to local growth. We maintain rigorous quality control through mandatory peer reviews and prioritize personalized client relationships that drive actionable insights for business success. 
Services
Individual Taxes
Business Taxes
Estate Planning
Client Accounting Advisory Services
Retirement Plans
Audit & Assurance
QuickBooks Consulting
Medical/Dental Consulting
Payroll Services
CFO for Hire
Details
- Year established: 1955
Highlights and features
- We offer 70+ years of combined accounting experience with 11 full-time CPAs
- Our team provides personalized solutions for North Idaho's unique business environment
- We maintain AICPA membership with mandatory peer review quality control
- Our firm combines cloud-based technology with traditional accounting expertise
- We prioritize one-on-one client relationships for actionable business insights
Associations and certifications
- American Institute of CPAs
- Idaho Society of CPAs
- AICPA Private Companies Practice Section
What people say
Excellent timely service
Very professional
Happy customer
Great service and advice
Friendly and competent
Services
Individual Taxes
We provide comprehensive tax preparation services for individuals with varying complexity levels. Our CPAs ensure accurate filings while identifying legitimate deductions and credits. Clients receive strategic tax planning advice to optimize their financial position for future years.
Business Taxes
Our business tax services include payroll tax management, income tax preparation, and year-round tax planning. We help companies maintain compliance while implementing strategies to minimize tax liabilities. Services extend to multi-state tax filings and audit support.
Estate Planning
We assist with estate tax planning, trust establishment, and inheritance strategies. Our team coordinates with legal professionals to ensure proper documentation. Services include valuation analysis and succession planning for business owners and high-net-worth individuals.
Client Accounting Advisory Services
Our advisory services cover bookkeeping, financial reporting, and process optimization. We help businesses implement accounting systems and provide ongoing support. Services include cash flow analysis and internal control recommendations for improved financial management.
CFO for Hire
We offer interim CFO services for strategic financial leadership. This includes budgeting, forecasting, and capital structure analysis. Our professionals provide expert guidance on financial decisions and help implement systems for long-term business growth.
People
Michelle Schini Haneline
Licensed Managing Partner
Third-generation Coeur d'Alene resident with 20+ years in governmental accounting. Specializes in medical/dental consulting and business valuations. Active in North Idaho College Foundation.
Bill Dougherty
CPA, CFP, PFS Consultant
27-year tax and financial planning expert serving Idaho businesses. Founder of Wealth Management Strategies LLC. Specializes in estate planning and investment portfolio selection for diverse clientele.
Tori Gray
Principal
30+ year accounting professional and former CEO. Active in AICPA and Idaho State Board of Accountancy. Focuses on tax services and local community development initiatives.
Kelly Dickson
Manager
30-year accounting veteran with expertise in QuickBooks implementation. Oversees business accounting systems for clients. Active in church activities and outdoor recreation.
Marla Ringling
Tax Specialist
20+ year CPA with expertise in estate planning and business consulting. National tax speaker and author. Specializes in retirement and college planning strategies.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, tax planning, financial statement preparation, CFO-for-hire services, and QuickBooks consulting tailored to small business needs.
Do you specialize in any particular industries?
We have deep expertise in construction, healthcare, real estate, manufacturing, and professional services industries with local North Idaho focus.
How do you ensure client confidentiality?
We maintain AICPA ethical standards with secure cloud platforms and physical document protection protocols for all client information.
What technology platforms do you use?
We utilize cloud-based accounting systems, SafeSend tax returns, and QuickBooks ProAdvisor tools for real-time financial management.
How can I access my accounting documents?
Clients use our secure client portal for 24/7 document access or contact our office for file transfers through encrypted channels.
Reviews (3)
James Bailey
Apr 29, 2022
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Excellent team. They've given me great service and advice from the day I started my business (actually a little before). And as my company has grown, they've been able to offer more services that I didn't need in the beginning when I was small. Very easy to communicate with, friendly, and good at what they do. I consider working with them to be one of my best business decisions.
David Moreland
Jun 23, 2019
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Excellent timely service! Very professional! I have been using this company for over 15 years, for my small business. I am a happy customer, I just don't like to pay so much in taxes.
Diane Link
Feb 26, 2019
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Impersonal, unprofessional and lacking in knowledge of IRA contributions. For a tax preparation company they fell far short of properly executing personal taxes and a small business. The gross error was found this season and cost me over $6,000 in income, plus interest.
