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 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.
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.
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.
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.
Reviews (3)
Chuck Farly
Oct 07, 2021
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Weldy McWelderson
May 31, 2021
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Denise Leach
Apr 24, 2021
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We were new to this area and like to spend our money locally.
Tried this CPA starting in Sep 2020.
Everything for our business was in by Jan 2021.
Personal info in by Feb 2021
As of May 1 this CPA has not done a single thing for us except file a extension.
March 15 2021 he told us that he had to put other people in front of us because they have never filed taxes before.
Also he filed the extension so he did not need to do our taxes until OCT.
I don't understand how people can run a small business so poorly.
Tried this CPA starting in Sep 2020.
Everything for our business was in by Jan 2021.
Personal info in by Feb 2021
As of May 1 this CPA has not done a single thing for us except file a extension.
March 15 2021 he told us that he had to put other people in front of us because they have never filed taxes before.
Also he filed the extension so he did not need to do our taxes until OCT.
I don't understand how people can run a small business so poorly.
