Hire the Best Tax Preparers in Idaho

I am M Tax Advisors, a U.S. based and operated financial resource that assists clients by simplifying even the most complex accounting and tax situations. With a people-first approach to business and personal bookkeeping and tax preparation I ensure clients' needs are met, and their expectations are exceeded. M Tax Advisors strives to ensure that clients’ needs are met, and their expectations are exceeded. There is no doubt that accounting and tax management can be very stressful, especially when dealing with the financial needs of a growing business. Whether starting or growing a business or simply monitoring and improving personal finance, it is important to have a dedicated expert in your corner. I use my accumulated knowledge and experience to assist with individuals and small businesses looking for innovative solutions. With a thorough understanding of standard office applications, bookkeeping, tax prep, tax strategy, and audit support, clients can breathe easy knowing that their office projects or financial future is in good hands. When it comes to working with an Executive assistant, bookkeeper and tax professional, trust is essential, and M Tax Advisors has built upon a foundation of excellence to stand as a trusted name in finance. "A Day that I Don't Learn Something New is a Wasted Day." B B King

I take a no-fluff approach to business, accounting, and finance and it is always my goal to help business leaders make better, bolder decisions, helping their companies move further, faster. Whether it’s about improving financial systems, managing profitability, allocating resources, or implementing beneficial tax strategies, I work my hardest to be the partner you can rely on to help find solutions. MY EXPERIENCE I have 12 years of accounting experience as a strategic CPA. My experience includes: • 4 years at Deloitte, the world’s largest accounting firm, working as a tax consultant and tax preparer for Fortune 500 companies. • 6 years building and managing my own accounting and consulting firm, working with hundreds of businesses of all sizes, and helping them with tax strategy, growth strategy, and other financial needs. • 2 years as CFO and Chief Strategist for growing SAAS technology company. Developed and implemented financial and growth strategies which included spearheading a multi-million dollar fundraise and successfully bringing new product to market. Also established financial and accounting systems. SERVICES & SKILLSETS Accounting • Accounting systems design and implementation • Budget design and implementation • Financial statement compilation, audit, and analysis • Bookkeeping review & cleanup • Financial staff training, including segregation of duties Hyper Growth • Go-to-market strategy • Strategic budgeting and resource allocation • Profitability audit and analysis regarding expense control • Balance sheet value engineering • Metric based goal planning sessions Cash Flow • Short-term and long-term strategic cash flow planning • Revenue management • Financing & capital raise planning and execution • Financial modeling and forecasting Tax • Year-end tax planning • Long-term tax strategy development • Tax efficient exit planning • Tax return efficiency reviews

A clean set of books paves the way to a successfully run business. It makes keeping your records up-to-date a breeze. Clean books flow into clean financial reports so you have a clear understanding of your business’s financial health. Spend more time building your business and less worrying about your books. I am experienced in QuickBooks Online set up, clean up, and monthly maintenance. I will make sure all banking accounts are connected, transactions accurately categorized, Profit & Loss and Balance Sheet perfected, customize your chart of accounts to your entity and industry, and more! I began my bookkeeping experience for a non-profit and found enjoyment working with numbers. I have 15+ years of bookkeeping experience for non-profits and service based small businesses.

My passion is in small business tax and bookkeeping. In a short two years I’ve built a book of business at H&R Block of over 500 clients whose returns I’ve single-handedly filed this past tax season. The returns ranged from simple 1040s to 1120-s. I love educating people on tax and have an incredible ability to help others understand the complicated parts of their own tax situation.

I have owned and operated my own accounting and tax business for the past 14 years. I am an Enrolled Agent and Licensed Tax Consultant. I have experience in the following areas: * Bookkeeping (Quickbooks Pro, Quickbooks Online, Quickbooks Enterprise, Xero, Zoho Books) * Business Startup/Company Organization * Tax Preparation (Individual, S-Corps, LLC, Partnerships, and Sole Proprietorships) * Tax Planning/Consulting and Entity Selection to Maximize Tax Savings * Payroll through the use of 3rd party platforms