Business Details
Trusted Accounting & Tax Solutions for Your Business
At CPA Collective, we specialize in delivering tailored tax and financial solutions designed to empower visionary entrepreneurs. Our team of certified professionals works as an extension of your business, providing clarity on complex tax procedures, strategic planning, and comprehensive bookkeeping services. With expertise in tax preparation, virtual CFO support, and business compliance, we prioritize open communication, regulatory knowledge, and personalized approaches to meet each client's unique goals. Our commitment to transparency ensures clients fully understand the financial strategies we implement, while our fixed-fee pricing model offers predictable costs without compromising service quality.By fostering long-term relationships and staying ahead of regulatory changes, we position ourselves as trusted advisors who help businesses navigate financial challenges with confidence. Our Idaho-based team serves clients nationwide, combining technical proficiency with a client-first philosophy that emphasizes both expertise and approachability.
Services
Tax Preparation
Bookkeeping Services
Virtual CFO
Payroll Guidance
Entity Compliance
Sales Tax Filing
Highlights and features
- We offer certified CPAs with specialized expertise in business tax strategy
- Our fixed-fee pricing model ensures predictable accounting costs
- We provide proactive deadline reminders and compliance management
- Our virtual CFO services support business scaling and cash flow management
- We combine technical excellence with clear, jargon-free financial communication
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Clear detailed breakdown
Consummate professional
Instrumental from beginning
Trusted advisor
Easy to understand
Services
Tax Preparation
Our tax preparation service handles federal and state income tax returns for individuals and businesses. We specialize in W-2 income reporting, self-employment tax filings, and business tax compliance. Our CPAs ensure accurate submissions while identifying legitimate deductions to optimize your tax position.
Virtual CFO
Virtual CFO services provide strategic financial guidance for growing businesses. We offer cash flow management, financial forecasting, and bank relationship support. Our certified professionals help scale operations through data-driven financial planning and KPI analysis tailored to your industry.
Bookkeeping
Comprehensive bookkeeping solutions include month-end closing, financial statement preparation, and QuickBooks Online management. Our team maintains accurate records while generating actionable financial insights. We support sole proprietors and growing businesses with GAAP-compliant accounting practices.
Payroll Services
Full-service payroll management handles employee onboarding, ADP setup, and tax withholding compliance. We process payments, manage year-end W-2s, and ensure adherence to employment tax regulations. Our services support businesses with one or multiple employees.
Entity Compliance
We manage business compliance requirements including city license renewals, statements of information filings, and 1099 processing. Our team ensures timely submissions to maintain good standing with regulatory authorities while handling up to 10 annual 1099 forms.
People
Laura Schneider
Retired Founder
Certified Public Accountant with expertise in tax planning and business entity selection. Provided foundational leadership in establishing CPA Collective's client-focused approach to accounting services.
Matt Wilson
Tax Attorney
Partner and Tax Attorney specializing in business transaction planning and tax resolution. Provides legal expertise for complex tax matters while supporting clients with audit defense and compliance strategies.
Angie Karstens
Virtual CFO
Certified Public Accountant managing outsourced CFO services. Specializes in GAAP accounting, QuickBooks implementation, and financial statement preparation for growing businesses seeking strategic financial guidance.
Elizabeth Carey
Virtual CFO
Enrolled Agent providing outsourced CFO solutions with expertise in corporate tax compliance and QuickBooks Online management. Supports business clients with financial reporting and tax strategy implementation.
Becky Torek
Tax Accountant
Certified Public Accountant focused on business and personal tax preparation. Specializes in tax planning strategies and payroll tax compliance for small to mid-sized enterprises.
Questions
What accounting services does CPA Collective offer?
We provide tax preparation, bookkeeping, virtual CFO services, payroll support, and compliance management tailored to individual and business needs.
How are your accounting fees structured?
We use monthly fixed-fee arrangements instead of hourly billing, offering predictable costs with scalable service tiers from basic tax filing to comprehensive financial management.
Do you support business startups?
Yes, we assist with LLC formation, entity selection, initial tax filings, and financial systems implementation to help new businesses establish proper accounting foundations.
What makes your tax services different?
Our CPAs combine technical expertise with clear communication, explaining complex tax strategies in simple terms while proactively managing deadlines and compliance requirements.
Can you handle multi-state tax compliance?
Our team manages federal tax returns and supports state-specific filings including California income tax and sales tax compliance for businesses operating across state lines.
