CPA Firms in Boise, ID

Legacy Tax and Resolution Services, LLC. is a tax preparation/planning, tax problem, debt resolution, and ancillary services (accounting, payroll, entity structuring/planning) firm. We proclaim that we’re in the “stress-reduction business” because it gives us great pleasure in giving our customers a piece of mind in these areas. Read on to learn more about us.

I'm an NACPB Certified Bookkeeper and QuickBooks Online ProAdvisor Gold and desktop expert with 26+ years of experience. I specialize in new business start-ups, payroll services, clean-ups, tax filing and reconciliations. I also offer Controller services such as forecasting, budgeting, audit assistance. One hour free consultation by appointment.

I am a Certified QuickBooks Online expert. I am don't do taxes. I specialize in helping small business owners free up their time to take bookkeeping off their plates. My love of numbers and organization has made me the go-to bookkeeper for my small business clients. Am I a good match for you? • Do you struggle with having time to manage your bookkeeping, or do you always feel like you are behind on your financial records? • Do you wish that you had more time to dedicate to your business? • Are you seeking insights into your cash flow in and out of your firm? • Are you looking for trusted guidance on how to set up an efficient system that improves the health of your brand? If you answered yes to the above question here’s how I can help you with your small business. there are three tiers for our clients. This structure lets you select the offerings that best suit your small business. For each level, you will receive the following services: • QuickBooks Diagnostic Checkup • QuickBooks Online Setup, Catch Up and Clean Up • Weekly, Monthly, Quarterly, and Annual Bookkeeping Services and Reports • Customized Reports on Your Key Numbers Via a Secure Client Portal The reports that you may receive, depending on your tier, include the following: • Monthly Profit & Loss Statements • Balance Sheets • Complete Monthly Bank, Credit Card, and Loan Reconciliations • Categorized Transaction Reports • Personalized Chart of Accounts for Your Business I've worked with clients from a variety of industries but I'm especially good at: •Real Estate •Construction •Nonprofit How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account 2. Set up view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! My Qualifications ✔️ I have been working with QuickBooks since 2022 and have the Advanced certification in QuickBooks Online. If You Ready to Work With a Highly Motivated, Responsive Bookkeeper? You're interested in having an expert bookkeeper to give you peace of mind and take bookkeeping off of your plate. The next step is to send me a message so we can start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. Send me a message and let's chat!

I maximize value by addressing accounting needs and concerns so that you can continue running your operations at a high level!