Regional market leader North Idaho’s largest tax, accounting and financial firm with a growing geographic footprint including Coeur d’Alene, Lake Coeur d’Alene, and the Spokane River area, presenting expansion and cross-sell opportunities with nearby businesses and branches.

SME focus Strong emphasis on tax services along with Audit and Assurance, Client Accounting Advisory, Payroll, Wealth Management, Estate Tax Planning, 401(k) administration, and MDPlus Medical and Dental Consulting provides multiple service lines for upsell and bundled offerings to mid-market and family-owned businesses.

Growth through tech Highlighted use of industry-leading technology and modern IT stack, plus cloud and web optimization, creating opportunities to position additional technology modernization, data analytics, and cybersecurity services for clients migrating to or upgrading cloud-based financial operations.

People and culture Recognized as a Top 100 Best Accounting Firm to Work For for three consecutive years, indicating strong employee engagement and potential to leverage for referrals, client trust, and talent-enabled service delivery in cross-sell initiatives.

Community and trust Deep community involvement and established relationships with local chambers, educational and charitable groups, suggesting partnership opportunities for sponsorships, programs, or advisory services aligned with local business ecosystems and community-focused clients.