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509 758-2602

KEEP US IN MIND YEAR ROUND

January through April

TAX PLANNING AND PREPARATION

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January through April

TAX PLANNING AND PREPARATION

We prepare hundreds of tax returns using the best tax software available. We continue to guarantee new and existing clients that our fee schedule will save them at least 25% off what our competitors charge for the same forms. 

May through September

FINANCIAL PLANNING

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May through September

FINANCIAL PLANNING

This time of the year is the best time to do your financial planning. This includes taking a closer look at ways of improving financial efficiency, and getting the most for your money. This exercise could include discussing your income tax levels, liabilities, and retirement plans. What you pay for your various insurances, including medical, cancer, life, etc could also be important to discuss. This service is free. You pay us nothing for this consultation. We are compensated by the companies we represent.                    

October through December

Annual Enrollment Period

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October through December

Annual Enrollment Period

This time of the year includes a six or seven week window to evaluate recently announced prescription, and MedAdvantage changes that will take place in the new year. Since we are independent agents we can help you compare supplement prices, coverage, and availability for all of the most popular companies.    

About Us

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Medicare & Prescription plans

We are independent agents for all of the most popular health insurance companies in Idaho and Washington. We specialize in Medicare supplements, Part D prescription drug coverage, and individual health insurance. 

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Tax Preparation & Planning

We guarantee our fee schedule will save new clients at least 25% off of what our competitors charged the previous year for a like return. Bring in last year's invoice or receipt and enjoy the savings.  First time clients will need to provide the necessary information.