Bookkeeping
Reconciled accounts, an income statement and balance sheet, and a clean general ledger — so you can get back to running the business.
Ask about bookkeeping
Boise, Idaho CPA firm · Treasure Valley
Idaho-licensed CPAs with deep Treasure Valley roots
Google reviews
5.0 22 reviews · all five stars W. Cable Car St · Boise Boise CPAs who understand your business.
Five Idaho-licensed CPAs and a Certified Fraud Examiner handling bookkeeping, payroll, tax planning, IRS problems and QuickBooks — rated 5.0 on Google by every one of our 22 reviewers.
Meet Jason, Mason, David, Connie & teamIdaho-licensed CPAs with deep Treasure Valley roots
- Idaho-licensed CPA firmEvery CPA holds a valid Idaho license
- 5CPAs on our teamMason, David, Jason, Connie & Ben
- Certified Fraud ExaminerJason Sali, CPA, CFE · ACFE member
- QuickBooks ProAdvisorCertified setup, training & support
- AICPA & ISCPA membersAmerican Institute & Idaho Society of CPAs
- 5.0 on Google22 five-star client reviews
Business services
Get back to running your business. We’ll handle the numbers.
From your first EIN to handing the keys to the next generation — a full accounting bench with the personal attention of a Boise practice.
Payroll
Checks or direct deposits, quarterly and annual payroll tax filings and W-2s handled by professionals — no more research into changing rules.
Ask about payroll
Financial Statements
CPA-prepared reviews and compilations that give banks, investors and partners the assurance they ask for — without the cost of an audit.
Ask about financial statements
New Business Formation
Pick the right structure, plan start-up capital and cash flow, get your EIN, licenses and first payroll set up correctly.
Ask about new business formation
Part-Time CFO
Budgets, profitability by product line, cash management, bank financing and a trusted sounding board for the tough decisions.
Ask about part-time cfo
Forensic Accounting
Investigations of employee fraud, shareholder and partner disputes and matrimonial matters — led by a Certified Fraud Examiner.
Ask about forensic accounting
Succession Planning
A plan for what happens to the business when you step back — and whether you will have enough to retire comfortably.
Ask about succession planningNot sure where to start?
Tell us what’s keeping you up at night. We’ll recommend the right mix — no obligation.
Tax & QuickBooks services
Pay the lowest tax the law allows. All year long.
Proactive planning, careful preparation and calm, discreet help when the IRS calls — plus QuickBooks set up the way your business really works.
Tax services
Individuals & businesses
Tax Preparation
E-fileReturns checked and rechecked, e-filed for faster refunds, plus a withholding review and the deductions people most often miss. Books a mess? We catch them up first.
Tax Planning
Multi-year projectionsProactive strategies to legally lower what you owe — timing income, deferral, and smarter planning for investments, gifts, estates and retirement.
IRS Problem Resolution
Audit representationEfficient, affordable and discreet help with audits, unfiled returns, back taxes, payroll tax problems, payment plans and offers in compromise.
QuickBooks services
Certified ProAdvisor
QuickBooks Setup
Chart of accountsThe right accounting method, chart of accounts and opening balances — even when you switch mid-year.
QuickBooks Training
Owner & staff trainingWe train you or your staff to run QuickBooks the way your business actually works.
Why QuickBooks & Tips
Shortcuts & best practicesTen reasons QuickBooks fits small and mid-sized businesses, plus shortcuts and tricks of the trade that save time every week.
Got an IRS letter? Don’t wait — penalties and interest grow every day.
Client reviews
Twenty-two reviews. Twenty-two five stars.
Most of our new clients come from referrals by the people who know us best. Here’s what they say on Google, in their own words.
I had used another cpa for a number of years, but was given a recommendation from a friend to try Idaho tax & accounting... it has been a great decision. Ben is professional, friendly and knowledgeable.... I found the whole process effortless.Switched CPAs
David Allen is by far the best accountant we have used. He does the taxes for all of our businesses and for us personally. He is always available to answer tax questions and to assist me with Quickbooks issues.David Allen, CPA
Jason is the best tax accountant in the world. He has been super flexible with me and also reminding me when things are due. Best in the business!Jason Sali, CPA
I have worked with Ben Hartley for the past few years, he constantly keeps me in the loop with all the work he does and is very prompt about meeting deadlines. Could not recommend Idaho Tax and Accounting enough, thank you for all you do!Ben Hartley, CPA
I have worked with David Allen for years. He is competent, knowledgeable, professional and trustworthy. I've always been completely happy with his work!David Allen, CPA
Ben is awesome. I've been having him file my taxes for over 5 years now and I'm constantly impressed with his professionalism and how much time he takes to answer my questions.Ben Hartley, CPA
How it works
From first call to year-round peace of mind.
A simple, personal process — and one team that knows your whole picture, so nothing falls through the cracks between your books, payroll and taxes.
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Step 01Free initial consultation
Tell us what is going on. We will talk it through at no cost and tell you honestly how we can help.
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Step 02A plan built around you
Multi-year projections that bring every player — legal, financial, family — into one plan.
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Step 03We do the heavy lifting
Books reconciled, payroll filed, returns checked and rechecked, then e-filed.
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Step 04Year-round, not just April
We keep looking for ways to lower your taxes all year — not just at year end.
Who we serve
Business owners, executives & independent professionals.
Behind every business are the skills, dreams and expectations of its owners. We focus on the people — from start-up ventures to established firms with $20 million or more in annual sales.
Featured specialty
Construction & healthcare
Partner Jason Sali, CPA, CFE specializes in construction and healthcare businesses and their owners — tax preparation, planning, financial statements and consulting.
Talk to Jason’s team- Construction & tradesJob costing, equipment and contractor tax
- Healthcare practicesPractice owners and medical groups
- Closely held companiesStart-ups to $20M+ in annual sales
- Family-owned businessesSuccession and next-generation planning
- Start-ups & new venturesFormation, structure and first payroll
- Independent professionalsSelf-employed and Schedule C filers
- ExecutivesCompensation, benefits and planning
- Individuals & familiesReturns, life events and retirement
- EmployersPayroll, W-2s and payroll tax compliance
- QuickBooks usersSetup, training and clean-up
Why Idaho Tax & Accounting
Rooted in the Treasure Valley. Built for what’s next.
- Idaho-licensed CPAs
Every CPA on our team holds a valid Idaho license — most are Boise State graduates.
- Proactive, multi-year planning
We project ahead and bring your attorney, banker and advisors into one plan.
- A fraud examiner on staff
CFE-trained eyes on your books, your controls and any deal you are weighing.
- Unlimited consultations
Bookkeeping clients can call with questions — consultations are included in the price.
- Every service under one roof
Books, payroll, tax, QuickBooks and CFO-level advice from one coordinated team.
- A network that works for you
We connect clients with trusted legal, insurance, banking and benefits experts.
Our team
Idaho natives, Boise State grads, your neighbors.
Every client is served by the expertise of our whole firm — five CPAs, a Certified Fraud Examiner and a dedicated bookkeeping and payroll team.
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PartnerJason SaliCPA, CFEConstruction & healthcare; Certified Fraud Examiner. AICPA, ISCPA, ACFE.
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CPAMason HomanCPABusiness & individual tax with proactive, multi-year planning.
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CPADavid AllenCPAClosely held businesses from start-ups to $20M+ in sales.
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CPAConnie MurphyCPA30 years in the Treasure Valley; BSU Accountancy Advisory Council.
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Firm managementBen HartleyCPAIdaho native and Boise State grad; now leads firm administration.
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Bookkeeping leadDaniel EckstromB.Acc.Heads our bookkeeping and payroll department; background in SEC reporting.
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Tax & accountingTaylor RewaldStaff accountantIn accounting since 2016 and tax preparation since 2019.
Members of the AICPA, the Idaho Society of CPAs and the ACFE · Advisory Council, BSU Department of AccountancyMeet with our team
Take a second look
Did last year’s return leave money behind?
- A CPA reviews your prior-year return for missed deductions and credits — and amends if it’s worth it.
- Books behind or a mess? We’ll tell you what it takes to catch up.
- Got an IRS notice? Get a calm, discreet read on your options.
“They even found some write offs that my other accountant missed the previous year. They filed the amendment and got me the money from the previous year.”— Ida Bug Guy, Google review · Jan 2016
Tax tips & insights
This month’s newsletter: year-end moves.
Timely articles to help you reach your financial goals — published every month.
Read the full October newsletterPayroll & benefits
Get Ahead of Taxable Benefits
Identifying taxable fringe benefits before the final payroll runs of 2026 can prevent reporting errors, payroll tax problems and unexpected W-2 adjustments.
Read articleInvestments
Could You Owe the NIIT?
Selling a highly appreciated investment late in the year could trigger the 3.8% net investment income tax. Estimate the impact before January 1.
Read articleBusiness owners
Tax-Smart Building Improvements
A small-business safe harbor can let you deduct qualifying building improvement costs now instead of depreciating them — if you stay under the limit.
Read article Client FAQs
Straight answers, before you call.
Still have a question?
Our Boise office is open Monday through Thursday, 9 am to 5 pm. Appointments recommended.
Call (208) 350-6482Do you offer a free initial consultation?
Yes. Call our Boise office or send a request and we will talk through your situation at no cost. New-client openings are limited, so we will let you know quickly where we can help.
What does your bookkeeping service include?
Each month or quarter we reconcile your bank accounts, produce an income statement and balance sheet, clean up your general ledger and include unlimited consultations. Payroll, tax planning and tax preparation can be added.
My books are behind. Can you still prepare my taxes?
Yes. We can catch up your bookkeeping for the year, prepare a full Schedule C and your personal return, then set you up with a simple system for next year.
Can you help with an IRS notice, audit or back taxes?
Yes. We handle audit representation, unfiled returns, back taxes, payroll tax problems, liens, levies, wage garnishments, payment plans and offers in compromise — efficiently and discreetly.
Do you perform audits of financial statements?
We do not offer audits. We prepare reviews (limited assurance) and compilations, which many banks require as part of lending covenants.
Do you help with QuickBooks?
Yes. We are QuickBooks ProAdvisors and handle setup — including mid-year conversions — plus training for owners and staff and ongoing tips and support.