Individual tax services go beyond just tax preparation. While income tax filings are due once a year, you make decisions that affect your finances throughout the year. It’s time to take advantage of our tax expertise. We strive to limit current and future tax liabilities for our clients.
We’re local, trusted professionals and ready to help Coeur d’Alene and North Idaho residents meet their financial goals. Almost every Coeur d’Alene accounting firm offers individual tax services, however, when you look beneath the surface, you find that few have the experience, credibility and level of expertise of our team. Our licensed professionals have years of real-world experience, and we’re ready to help you.
- Estate and trust planning
- Liquidations and distributions
- Personal financial planning
- Retirement planning
- Succession planning
- Tax credits and incentives
- Trust and estate administration
- IRS and state and local tax authority representation
- Advisory consulting on real estate exchanges
- Tax law changes
- Tax return preparation
We can explore every option for reducing your tax liabilities.
Our knowledgeable and professional staff is always up-to-date on tax laws and legislation. From maximizing deductions or taking advantage of tax-free or tax-deferred programs, we can help with a strategy that fits your goals.
One advantage of our individual and business tax services is to reduce your tax burden. Local, state, and federal tax regulations are constantly changing, so our professionals are always updating and developing strategies based on current information.
Do you need to preserve wealth for your future? Or do you have desired distribution for loved ones or charities? We can also help develop investment plans that make sense for your unique situation.
Our team can also help you determine the right time to make big purchases, helping you feel confident in your financial decisions.
We are committed to one-on-one relationships with our clients, so that each client gets the attention they deserve. This brings an important element to your tax strategy, as the more closely you work with Magnuson, McHugh and Company, the better we can understand your goals and help you achieve them.
No matter what you come to us for, we will take a proactive approach to your strategy that empowers you with the best knowledge and information our team can provide. So if you’re filing your very first tax return, planning for savings or for your future purchases – you can count on us.
OUR INDIVIDUAL TAX SPECIALISTS
Michelle Schini Haneline, CPA
Principal, President, Licensed Partner
Tori Gray, CPA
Principal, Director – Tax Services, Licensed Partner
Anthony Oss, CPA
Mike Schaffer, CPA
Tad Johnson, CPA
Tyler Bonner, CPA
Manager – Tax Services
Senior Tax Associate – Tax Services