CW Bookkeeping & Tax is partnered with trusted CPA services within our network that can meet all small and medium sized business needs when they 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 for addressing at a later time in order 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 may be available by our partners.

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…

All of our 1040 tax returns include Protection Plus $1 Million Tax Audit Defense and identity theft restoration services at no additional cost. If you receive a tax notice or suspect identity theft, simply call us and our team will handle the rest. We’ve also expanded our coverage to business returns, offering the same protection for 1065 and 1120S returns through an exclusive membership at $75 per return.

For assistance, contact Tax Resolution and Notice Support at (866) 942-8348 or support@taxprotectionplus.com.

To file a claim, visit taxprotectionplus.com/1040 for individual returns or taxprotectionplus.com/business for business returns.

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.