Our mission is to empower taxpayers with effective and efficient solutions to resolve their tax liabilities, tailored to their unique circumstances. We strive to foster trust and build strong relationships through honesty, transparency, and integrity—both in our advice and in our processes.

We are committed to setting our clients on a path toward better financial stability and a brighter future. Our approach is straightforward and honest, offering clear and accurate information to help clients make informed decisions about using our services.

At our core, we are here to serve the public, address their tax challenges, and provide lasting resolutions that bring peace of mind and financial confidence.

Heidi is our front desk assistant/secretary, representing our firm with a friendly smile. She has a lot of experience in management and sales, which is very useful for our work. She is calm and gentle, and always tries to meet our clients’ expectations. She communicates clearly and efficiently and handles client requests with speed and accuracy. Heidi also contributes to our sales performance, and her careful and attentive customer service makes her a great member of our team.

Vikki’s is our Bookkeeping Specialist.  Her experience is broad, having spent eight years in hospitality management for Red Lion Hotels and five years in medical billing; including working for Blue Cross of Idaho.  She spent 10 years working for Shopko in their Price Accuracy Department. Vikki volunteers with Special Olympics as a coach for bowling, track and field and skiing.  She also volunteers for the State of Idaho Department of Welfare as an intake host for children being placed into foster care.

As the Bookkeeper at ITBS, she brings a wealth of experience from my background in the medical insurance industry. Over the course of 7 years with Ameriben IEC group, I served in diverse roles including customer service, claims processing, and configuration analysis. Following this, I spent 9 months at Digestive Health Clinic, specializing in medical insurance billing. Driven by a career goal in accounting, I made the decision to return to school at CWI. My objective is to acquire a certificate in tax accounting, with aspirations to progress further and become an Enrolled Agent (EA). This journey reflects my commitment to professional growth
and expertise in the field of accounting.

Kailen is an asset to our team. She performs various administrative, collection and bookkeeping duties with skill and precision. She has experience as a front desk clerk in the car dealership and hotel industry. She is proficient at collecting payments and managing accounts. She is an essential part of my team. She is pursuing entrepreneurship management at BSU and she brings fresh and modern insights for bookkeeping from her academic background. She has proven her value and expertise in our office.