Office hours for CPA solutions
Office hours for CPA solutions
Office hours for CPA solutions
Office Hours
Sun Closed or by appt. only
Mon 08:00 AM - 06:00 PM
Tue 08:00 AM - 06:00 PM
Wed 08:00 AM - 06:00 PM
Thu 08:00 AM - 06:00 PM
Fri By appt. only
Sat Close or by appt. only
Off Season - Tax Preparation
Tuesdays & Thursdays 1pm-5pm
Meet and Greet
Office hours for CPA solutions
Office hours for CPA solutions
In our initial appt. we will get to know you, and visa versa, the services you are seeking and answer any questions you might have.
FOR PAYROLL/ACCOUNTING SERVICES
Please bring in:
- Business formation documentations
- Employee information
- Any previous accounting and/or payroll documents.
- We will then review your information and inform you of any additional information we need to complete the task at hand.
FOR TAX PREPERATION
NEW CLIENT INDIVIDUAL- Please see What to Bring below.
RETURNING CLIENTS - We may have already created your account.
NEW BUSINESS CLIENTS - please visit our tax organizers
Make an Appointment
Office hours for CPA solutions
Make an Appointment
Appointments - Please click here
To make or change an appointment for today, please call our front desk staff as follows:
208-914-6085
We are closed on the following holidays:
- New Year's Day
- Independence Day
- Thanksgiving Day
- Christmas Day
Please call us or send us a message if you have any questions. Thank you for choosing Fisher Tax and Accounting. We look forward to working with you..
What to bring - for individual taxes
What to bring
Depending on the complexity of your tax situation, getting ready for your tax interview may take just a few minutes or require quite a bit of time and effort.
Here is a list of items most people need to bring.
- Identification And Review Photo ID - Federal and State law now requires us to see your photo ID Social Security Cards for taxpayer, spouse and all dependents if we did not prepare your return last year
- A copy of your prior-year tax return if we did not prepare your return last year
- Income Statements W-2 (Wage statements)
- 1099R (Pension, IRA and other retirement income statements)
- 1099 INT (Interest Income statements)
- 1099 DIV (Dividend income statements)
- 1099 G (Unemployment or state refund statements)
- 1099 W2G (Gambling winnings statements)
- 1099B (Proceeds from Broker and Barter Exchange Transactions)
- 1099S (Sale of home or real estate)
- 1099K (Payment Card and Third Party Network Transactions)
- IRS 6419 Letter - Advance Child Tax Credit
- Crypto Currency trading information in an electronic excel or csv format.
- Health Insurance Statements Form 1095-A, 1095-B, 1095-C
- Medicare insurance payments
- Deductible Expense Statements
- 1098 (Mortgage interest statement)
- 1098T (Tuition and fee payments for college and continuing education programs)
- 1098E (Student loan interest payments)
- Child care records including: Name, address, EIN, and amount paid to childcare provider
- Receipts and records of charitable contributions Special Situations
- New to Idaho? Please bring your prior-year out-of-state tax return.
- In the U.S. under a student or working visa? - Please bring your passport and Visa.
