Facing trouble dealing with your taxes? You have no need to worry anymore. With the help of Magnuson, McHugh, Dougherty, you can now manage your taxes more efficiently.

Come join us today, and have hassle-free tax management.

Individual Taxes

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.

Planning Services

  • Estate and trust planning
  • Gifting
  • Liquidations and distributions
  • Personal financial planning
  • Retirement planning
  • Succession planning
  • Tax credits and incentives
  • Trust and estate administration
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Compliance Services

  • Tax return preparation
  • IRS and state and local tax authority representation
  • Advisory consulting on real estate exchanges
  • Tax law changes

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, Dougherty, 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.

Ready to Talk with Us?

 

Ready to talk with one of our North Idaho tax experts and see how we can help? Click here to contact any one of our trusted professionals or call us at 208.765.9500.

 

OUR INDIVIDUAL TAX SPECIALISTS

Michelle Schini Haneline, CPA

Michelle Schini Haneline, CPA

Licensed Managing Partner

Mike Schaffer, CPA

Mike Schaffer, CPA

Partner-Tax

Anthony Oss, CPA

Anthony Oss, CPA

Licensed Partner-Tax

Donna Wilson

Devlin Flamm, CPA

Partner-Tax

Tad Johnson, CPA

Tad Johnson, CPA

Licensed Partner-Tax

Natalie Grace

Brian Parasida, CPA

Licensed Partner-Tax

Isaac Edwards

Bill Dougherty, CPA, CFP®, PFS

Consultant-Tax

Shelby Harding

Kelly Dicksion, CPA

Manager-CAS

Tyler Bonner, CPA

Tyler Bonner, CPA

Manager-Tax

Natalie Grace

Natalie Grace, CPA

Senior Associate-Tax

Emily Finley

Emily Finley

Senior Associate-Tax

Donna Wilson

Val Johnson

Client Relationship Manager- CAS

Isaac Edwards

Isaac Edwards

Associate-Tax

Donna Wilson

Colt Rowley

Associate- Tax

Donna Wilson

Marla Ringling, CPA, CFP®, MT, CLTC, PFS

Consultant- Tax

Donna Wilson

Kate Hegbloom

Associate- Tax