The CPA office is located in Newport, Washington. We provide tax and accounting services to individuals and businesses in the surrounding communities including all of Pend Oreille County, WA, Oldtown and Priest River, ID. This CPA practice was established over 19 years ago. Since 2004 it has been owned and operated by Gregory L. Jakeman, CPA. We assist individuals and families with tax return filings each year, but also guide our clients with financial and tax planning on a range of life issues.
We assist with planning in areas such as income tax, college, estate and gift tax, divorce and elder care. We work directly with Federal and State agencies to solve any income tax questions and notices. We also prepare tax return filings each year for small and mid sized businesses. We often guide business owners in the start-up of their operations and help them to grow with assistance with required governmental filings, payroll preparation and bookkeeping services.
If asked, the firm provides consultation to our new clients, based on our experience, as they determine if their business will be a profitable venture.
We assist with planning in areas such as income tax, college, estate and gift tax, divorce and elder care. We work directly with Federal and State agencies to solve any income tax questions and notices. We also prepare tax return filings each year for small and mid sized businesses. We often guide business owners in the start-up of their operations and help them to grow with assistance with required governmental filings, payroll preparation and bookkeeping services.
If asked, the firm provides consultation to our new clients, based on our experience, as they determine if their business will be a profitable venture.
Services
We are a Newport, WA based CPA firm that also provides services throughout the county of Pend Oreille, Washington and Bonner County, Idaho.
We specialize in tax return preparation, accounting and bookkeeping, small business services, and financial and tax planning.
Our accounting firm also offers payroll services, Quickbooks and new business services.
Our firm has been serving clients all around the United States as well as some clients located in foreign countries, since 1999.
Since 2004 we have been located in Newport, Washington and have been providing services to the surrounding communities such as Newport, Cusick, Usk, Metaline and Metaline Falls.
We specialize in tax return preparation, accounting and bookkeeping, small business services, and financial and tax planning.
Our accounting firm also offers payroll services, Quickbooks and new business services.
Our firm has been serving clients all around the United States as well as some clients located in foreign countries, since 1999.
Since 2004 we have been located in Newport, Washington and have been providing services to the surrounding communities such as Newport, Cusick, Usk, Metaline and Metaline Falls.
Storing tax records: How long is long enough?
But what should be done with those documents after your check or refund request is in the mail?
Federal law requires you to maintain copies of your tax returns and supporting documents for three years.
This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
However, if the IRS believes you have significantly under reported your income (by 25% or more), or believes there may be indication of fraud, it may go back six years in an audit.
But what should be done with those documents after your check or refund request is in the mail?
Federal law requires you to maintain copies of your tax returns and supporting documents for three years.
This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
However, if the IRS believes you have significantly under reported your income (by 25% or more), or believes there may be indication of fraud, it may go back six years in an audit.
You must mention this offer prior to the completion of your tax return.
This offer is for new clients only.
Fees are based on the tax forms that need to be prepared for your tax return.
If you used H&R Block or Jackson Hewitt last year, just bring in your last years invoice and receive a 25% discount from that fee on this years tax return.
As and example, if you paid $300 to H&R Block or Jackson Hewitt last year, on this years tax return I would only charge you $225 after deducting 25% which is $75.
This offer is for new clients only.
Fees are based on the tax forms that need to be prepared for your tax return.
If you used H&R Block or Jackson Hewitt last year, just bring in your last years invoice and receive a 25% discount from that fee on this years tax return.
As and example, if you paid $300 to H&R Block or Jackson Hewitt last year, on this years tax return I would only charge you $225 after deducting 25% which is $75.
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