CW Bookkeeping & Tax is partnered with CPA services within our parent entity that can meet all small and medium sized business needs when your needs fall out of our scope of expertise. We are tailored to handle our small and medium sized business and tax clients in a more personalized and streamlined method.

We prepare 1040, 1120S, 1065, and 990 returns. 1040 returns can be prepared during an in-person appointment from start to finish while all other return types require an optional in-person consultation or a client portal to be registered and documentation uploaded to facilitate the time requirements, data security, and secure communication requirements that more complex returns may require.

CW Bookkeeping & Tax is meant to help clients save money while offering accurate bookkeeping and tax preparation services. If you are looking for a tax consultation to help plan your current year’s tax return you can schedule a consultation appointment on our scheduling page. Large scale tax advisory services are offered by our parent entity.

CW Bookkeeping & Tax offers a cash referral program with no limit! You can make $100 for every 1040 return client that you refer or $300 for every bookkeeping client that you refer! We are also affiliated with some local services in Sandpoint, ID to provide service discounts with local vendors as well as offer raffle opportunities during tax season. Bookkeeping clients have access to exclusive service discounts. Ask me about our veteran discounts. More incentives to come…

CW Bookkeeping & Tax uses a variety of data security methods including safe client cloud storage, state-of-the-art firewalls for endpoint protection. All retained client documents are stored in 3 secure locations both on site and off site with automatic backups using military grade encryption on top of password protection. Our mandated Written Information Security Plan (WISP) is available to all clients, employees, and contractors of CW Bookkeeping & Tax upon request.