*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
17632 N Advent Ln
Hauser, Idaho 83854
I came to Jeff and his team with a complicated tax situation ? several years of unfiled returns, a mix of W-2 and single-member LLC income, and missing documentation due to poor recordkeeping. I felt completely overwhelmed and didn?t know where to start. Jeff handled everything with efficiency and clarity, helping me get my back taxes filed correctly and giving me peace of mind. I?m incredibly grateful for their expertise and will definitely be retaining Jeff?s services moving forward.
I was so anxious to address my delinquent tax situation, but Jeff was so helpful and informative. He made it very simple to take care of everything and got me in good standings. He is prompt and responsive, definitely recommend for all accounting needs!
Jeff is honest, competent, and very trustworthy. I can't imagine using anyone else to prepare our taxes. His whole team is fantastic and it was a pleasure working with them. Thank you all!
Jeff has been so helpful working with us each year for our taxes and patient with us to get all the info to him. He is very prompt with following through and getting taxes sent off. So happy he is our TAX MAN, thanks, Jeff.
I would just like to say how much Jeff's help with my son's taxes, which were pretty much in great disarray, meant to us. He went out of his way to work with us during a very trying time and we will be forever grateful for his patience, expertise and knowledge. He was very thorough and took the time to work with us and answer so many of our questions. We so highly recommend Jeff for any of your tax needs. On top of it all he is just a good human being!!!!! Thank you, Susan Zeh
Jeff was wonderful to work with. I hadn?t filed for a few years and Jeff filed tax returns to get me caught up. He is understanding, kind and an excellent CPA.
Jeff is amazing! Very reasonable rates and very professional demeanor in his interactions and use of technology to make for a completely smooth and transparent process. Also, in my case, a quick resolution to my various tax issues. I don't usually leave such glowing reviews but in this case I can't stress enough how much of a no-brainer it is to go with Tax Rescue CPA for any tax issues or help you require!
Jeff is an excellent tax expert. Helped me with my taxes and was able to get the IRS to send me a refund WITH interest for something they overcharged me with back in 2011. Highly recommend!!
We have had the pleasure of working with Jeff for several years. Jeff is a man of integrity and a man of his word. Jeff pays a great amount of attention to detail.We highly recommend him.
We use Jeff for our business bookkeeping and tax filings. He is honest, competent, and explains things clearly and simply to us without being patronizing. He is detail oriented and conscientious about his work, ensuring we are following all state and federal business rules, laws and codes. We are grateful and blessed to be in his care. Thank you!
Our agency has worked with Tax Rescue for over 20 years with exceptional service and support. Mr. Roltgen is highly attentive to detail, accessible when we have questions, and professional in all his communication. We appreciate his care and support!
Definitely the best in terms of tax issues with the IRS. He solved several years worth of MAJOR issues which were my fault. It resulted in saving close to $100k in repayment and penalty fees. Jeff takes great care and is very thorough with clients, and it should be noted that he communicates well with said clients throughout the process. Overall, cannot be more grateful for this, and would highly recommend to anyone with IRS issues that need to be resolved in a timely manner!
Jeff is a great tax man and excellent to work with. He has helped me save a lot of money over the years. I would recommend him to anyone.
Jeff has been preparing our tax returns since we moved to Post Falls Idaho in 2010. He has always been prompt and professional in all matters. It has been our pleasure to work with him. David and Barbara Galloway
Nothing but a great experience since day one. Professional and very organized and knowledgeable. Going on our 6th year and will stay with Jeffrey for all our future tax needs.
Jeff's knowledge and experience has been a great help for many occasions. He is able to explain everything in a way I can understand. He is prompt, responsible, trustworthy, and personable. It's obvious he truly cares for his clients, and it's been a joy to work with him. I wholeheartedly recommend Jeff to anyone who is looking for an excellent accountant.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.