Sager CPAs & Advisors

Full Extracted Text Corpus 74,199 chars · 11,824 words · 15 pages ▶ click to expand Everything sager.cpa said about itself — extracted verbatim from 15 pages, 11,824 words total. No editorial layer. No inference. Law III — the text is the measurement. Meaning is the reader's. Minted: 2026-07-23T19:02:08Z ◈ Homepage — https://sager.cpa/ 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation About Services Resources Contact Us (208) 939-6029 First we listen. Then, we lead. Experts in proactive tax planning and financial strategies for you, your family, and your business. Don’t know what you don’t know? We have ideas. Download “5 Conversations You Should Be Having With your CPA” here: Give Me The Guide Sometimes, what we don’t know can hurt Trying to make financial and business decisions without a tax and business advisor can lead to stress and costly mistakes. Schedule a Consultation We're not just another CPA firm. Our clients gain insights about write offs and tax strategies they didn't know existed before having a conversation with our team. Increase your financial and business IQ We take the mystery out of the numbers to help you make strategic decisions. No judgments Feel heard, valued, and understood by a team of experts who are invested in your success, and who bring ideas to the table. Proactive problem solving with ongoing guidance With a uniquely personalized approach from our team of experts, you’ll know exactly where you stand financially and have confidence in where you are headed. Schedule a Consultation Justin W You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call. Madison K Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them! Mariah G I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤ You’re not alone. We understand that taxes and finances can be confusing. That’s why we make it our mission to bring strategic ideas to the table for individuals and business owners who want a proactive CPA firm in their corner. We are a tax planning and strategy CPA firm who prioritizes helping clients minimize their tax liability, achieve their personal and business financial goals, and increase their financial IQ. Don’t know what you don’t know? We have ideas. Download “5 Conversations You Should Be Having With your CPA” here: Give Me The Guide So, now what? 01. Schedule a consultation We want to understand your challenges and your goals. 02. Together, we implement a plan. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. 03. Enjoy financial clarity and success. You’ll gain knowledge and confidence about your financial situation and a clear path towards your goals. Schedule a Consultation We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. Read More We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © 2026 Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra ◈ Interior Pages — 15 pages crawled Privacy Policy Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Privacy Policy Home / Privacy Policy Last updated on May 6, 2024 By using this website, you give your consent that all personal data that you submit to us may be processed by us in the manner and for the purposes described below and to the Terms and Conditions for sagercpa.com. If you do not agree to these terms and conditions, please do not use the site. Sager & Associates CPAs (the “Firm” or “us” or “we”) recognizes that your privacy is important. This Policy discloses the privacy practices for the Firm’s website (the “Site”), as well as any services provided through the Site. This Policy also covers how personal and other information that we receive or collect about you from the Site is treated. The Firm generally collects only information that is provided to us voluntarily by users of the Site so that we may provide users information about the Firm. Types of Information We Collect We collect two types of information about users of the Site: Aggregate Information and, in some cases, Personally Identifiable Information (“PII”). Aggregate Information: This information does not by itself identify a specific individual. We gather certain information about you based upon where you visit on our Site and what other sites may have directed you to us. This information, which is collected in a variety of different ways, is compiled and analyzed on both a personal and an aggregated basis. This information may include the website’s Uniform Resource Locator (“URL”) that points to the site you just came from, which URL you go to after visiting our Site, what browser you are using, and your Internet Protocol (“IP”) address. Personally Identifiable Information: This information lets us know some specifics about who you are. When you engage in certain activities on this Site, such as subscribing to certain content publications or sending us questions, we may ask you to provide certain information about yourself. Examples of PII may include your first and last name, telephone numbers, email address, mailing address (including zip code), your industry or service, and other identifying information. Please do not send us any sensitive personal information such as social security numbers, health information, or criminal background on or through our Site. How We Collect and Use Information We, or our third-party marketing partners, may collect certain Aggregate Information from this Site. For example, our third-party marketing partners may provide us with aggregate, but not individual, reports with information about the results of our digital marketing efforts. In addition, we may use your IP address to diagnose problems with our servers and software, to administer our Site and to gather demographic information about users of our Site. We do not collect any PII about you unless you voluntarily provide it to us. You may be required to provide certain PII to us when you elect to use certain services available on the Site. These may include: (a) subscribing to our newsletters or publications; (b) registration for an in-person seminar or online webinar; (c) requesting information about matters such as professional services, career opportunities, or our Site; (d) sending us an email message; or (e) submitting a form or transmitting other information by telephone or letter. We will primarily use your PII to provide service offerings to you. We will also use certain forms of PII to enhance the operation of our Site, improve our internal marketing and promotional efforts, analyze Site use, improve our service offerings, and customize our Site’s content, layout, and services. We may use PII to deliver information to you and to contact you regarding administrative notices. Finally, we may use your PII to resolve disputes, troubleshoot problems and enforce our agreements with you, including this Privacy Policy. Cookies Depending on how you use our Site, we may store cookies on your computer. A cookie is a small data text file which is stored on your computer that uniquely identifies your browser. Cookies may also include more personalized information, such as your IP address, browser type, the server your computer is logged onto, the area code and zip code associated with your server, and your first name to welcome you back to our Site. Storing cookies enables us to collect aggregate data about our users and to customize certain aspects of your specific user experience. We may use cookies to perform tasks such as: monitoring aggregate site usage metrics, storing and remembering your passwords (if you allow us to do so), storing account and marketing preferences that you have set, and personalizing the services we make available to you. However, we do not use cookies to track your browsing behaviors. View our cookie declaration page by clicking here. Most browsers are initially set up to accept cookies, but you can reset your browser to refuse all cookies or to indicate when a cookie is being sent. Release of Information We do not sell, trade, or rent any Aggregate Information or your PII to others. Occasionally we may be required by law enforcement or judicial authorities to provide PII to the appropriate governmental authorities. In such cases, we will disclose PII only upon receipt of a court order, subpoena, or to cooperate with a law enforcement investigation. We fully cooperate with law enforcement agencies in identifying those who use our services for illegal activities. We reserve the right to report to law enforcement agencies any activities that we in good faith believe to be unlawful. Updating and Correcting Information You have the ability to access and edit the PII that you have provided to us. You may correct your personal information and privacy preferences by managing your preferences in our Site, or by contacting [email protected] or 844.974.0998. Please include your contact information (such as your name, address, email address, and telephone number) when you contact us. In your request, please also identify what personal information you would like to have changed, whether you would like to have your personal information removed from our database, or what other limitations on our use of PII you are requesting. However, some information, such as past transactions, may not be deleted. In addition, it may be impossible to completely delete your information without some residual information because of backups created through our disaster recovery plans. In any case, we will record and save your request for modification or deletion. User Choices on Collection and Use of Information We may, from time to time, send you email regarding new products and services that we feel may interest you. In addition, unless you have opted out from such communications, we may occasionally call or send you direct mail about products and services that may be of interest to you. If you do not want to receive information from the Firm, you can “opt-out” from email communications by clicking “unsubscribe” from our emails, managing your preferences in our Site, or by contacting [email protected] or (208) 939-6029. You also have choices with respect to cookies, as described above. By modifying your browser preferences, you have the choice to accept all cookies, to be notified when a cookie is set, Contact Small Business and Personal Accountants in Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Contact Us Home / Contact Us If you have any unanswered questions, please let us know. Sager CPAs & Advisors. [email protected] Phone: (208) 939-6029 Office closure times: Thanksgiving: 11/26/25 – 11/28/25. Christmas: 12/24/25 – 12/26/25. New Year’s eve: 12/31/25 office closes at 12:00pm New Years: 01/01/26 – 01/02/26 3163 W Belltower Dr, Meridian ID 83646 11 Market St. Garden Valley, ID 83622 Justin W You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call. Madison K Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them! Mariah G I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤ We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide New Client Resources Center, Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 New Client Resource Center Home / New Client Resource Center Prospect Questionnaire Company Profile Information Independent Contractor Qualification 1099 Is a 1099 Required? We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide Meet Our Team | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Meet Our Team Home / Meet Our Team Meet the Ideas Team We believe everyone benefits from professional financial advice, even successful business owners. As your partner, advocate, and personal ideas team, we deliver dynamic solutions and support to help you understand your financial situation and achieve your goals. Our team is passionately invested in your success and making sure you feel heard, valued, and understood. By taking the time to listen, work through solutions, and provide proactive guidance, we help you feel confident and organized about the future of your business or wealth accumulation. Rick Sager, CPA Founder Rick founded Sager CPAs & Advisors in 2011. As a talented synergist, his strength lies in bringing good people together to do great things. By providing the tools, resources, and answers necessary to help everyone achieve their goals, he helps clients save money and better understand their finances. Nothing makes Rick prouder than hearing our clients say, “That was easy!” A graduate from Idaho State University, earning a BBA in Business Management with an emphasis in HR, Rick enjoys spending time with his wife and childhood sweetheart Annie and their children. He coaches youth football and is often seen riding an ATV through our beautiful mountains. Alisha Gearhart Firm Director Alisha was hired as our firm director in November 2021. Bringing 25 years of office and financial institution experience to Sager CPAs & Advisors, she is an expert at training, workflow, project management, billing, HR functions and so much more. Alisha is our resident problem solver and a sounding board for anyone who has an idea they need to bounce off a keen ear. She is driven to help our clients and her teammates succeed. Alisha graduated from BYU-Idaho with an Associates Degree in Administrative Assistant/Office Manager. She enjoys good times with her family, playing the piano at church, and crocheting gifts. Nathan Yorgason Tax Director Nathan joined our team as an Accountant In Charge (AIC) in January 2019. As a former business owner, he understands the importance of managing financial processes with an eye to accuracy and compliance. As a tax director, he enjoys keeping up with the tax code to help individual and business clients achieve tax efficiency. Along with overseeing financial statement analysis, managing audits, and ensuring compliance, Nathan guides clients to improve budgeting and forecasting, and make smarter data-based decisions. By designing and implementing internal controls, he helps safeguard client assets and financial information. Nathan graduated from BYU-Idaho with a bachelors in Accounting. When not working, he is playing games, watching sports, or on an outdoor adventure with his growing family! Karson Maughan Tax Manager Karson joined our team as a tax manager in August 2023. Tasked with preparing tax returns, creating tax plans, and developing tax forecasts throughout the year, he works closely with clients to ensure accuracy. His favorite aspect of the work he does is alleviating the stress of taxes for clients, helping people to understand how their taxes work and implementing strategies for increasing their post-tax net worth. Karson graduated in 2023 with a Bachelor's degree in Accounting, following a tax season internship earlier that year. He enjoys playing and watching basketball, baseball, football, volleyball, and pickleball, along with being outdoors to camp, hike, fish or go boating. Rick Sager, CPA Founder Rick founded Sager CPAs & Advisors in 2011. As a talented synergist, his strength lies in bringing good people together to do great things. By providing the tools, resources, and answers necessary to help everyone achieve their goals, he helps clients save money and better understand their finances. Nothing makes Rick prouder than hearing our clients say, “That was easy!” A graduate from Idaho State University, earning a BBA in Business Management with an emphasis in HR, Rick enjoys spending time with his wife and childhood sweetheart Annie and their children. He coaches youth football and is often seen riding an ATV through our beautiful mountains. Alisha Gearhart Firm Director Alisha was hired as our firm director in November 2021. Bringing 25 years of office and financial institution experience to Sager CPAs & Advisors, she is an expert at training, workflow, project management, billing, HR functions and so much more. Alisha is our resident problem solver and a sounding board for anyone who has an idea they need to bounce off a keen ear. She is driven to help our clients and her teammates succeed. Alisha graduated from BYU-Idaho with an Associates Degree in Administrative Assistant/Office Manager. She enjoys good times with her family, playing the piano at church, and crocheting gifts. Nathan Yorgason Tax Director Nathan joined our team as an Accountant In Charge (AIC) in January 2019. As a former business owner, he understands the importance of managing financial processes with an eye to accuracy and compliance. As a tax director, he enjoys keeping up with the tax code to help individual and business clients achieve tax efficiency. Along with overseeing financial statement analysis, managing audits, and ensuring compliance, Nathan guides clients to improve budgeting and forecasting, and make smarter data-based decisions. By designing and implementing internal controls, he helps safeguard client assets and financial information. Nathan graduated from BYU-Idaho with a bachelors in Accounting. When not working, he is playing games, watching sports, or on an outdoor adventure with his growing family! Karson Maughan Tax Manager Karson joined our team as a tax manager in August 2023. Tasked with preparing tax returns, creating tax plans, and developing tax forecasts throughout the year, he works closely with clients to ensure accuracy. His favorite aspect of the work he does is alleviating the stress of taxes for clients, helping people to understand how their taxes work and implementing strategies for increasing their post-tax net worth. Karson graduated in 2023 with a Bachelor's degree in Accounting, following a tax season internship earlier that year. He enjoys playing and watching basketball, baseball, football, volleyball, and pickleball, along with being outdoors to camp, hike, fish or go boating. Kathryn Young Tax Advisor Kathryn joined our team in 2025 as a Tax Advisor with a passion for helping clients make sense of their numbers. With a degree in Accounting from BYU–Idaho, she supports our clients by preparing accurate tax returns and ensuring financial records are clean, organized, and tax-ready. Her attention to detail and love for structure shine through in every project she touches. Kathryn thrives on the satisfaction that comes from bringing order to financial documents. She enjoys working with numbers and transforming raw data into useful insights that help clients feel prepared and confident. Her calm presence and methodical approach make her a trusted part of the team during even the busiest tax season. Outside of the office, Kathryn enjoys gathering with family and friends - especially when there's a pickleball or tennis racquet involved. She finds joy in the great outdoors and cherishes watching her husband Individual Advisory Services, Consulting from CPA, Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Individual Advisory Services Home / Individual Advisory Services Take control of your financial future. The first step towards achieving your dreams is increasing your financial IQ. Partner with us, and get immediate access to an entire team of financial experts who are masters in their craft. We speak your language and work through your questions together, with zero judgment. Your goals are our goals. Period. Individual Advisory Services Taxes and financial planning can be confusing and overwhelming. Even financially savvy people are just one mistake away from a big headache or disappointment. It’s OK to ask for help. Everyone needs it. When you work with Sager CPAs & Advisors you will enjoy a feeling of relief and clarity, always knowing what your financial path forward looks like. Trust that we will always support your goals. You will feel heard. We only present innovative ideas and solutions crafted to suit your unique financial situation and vision. Personal Financial Planning: One-on-one guidance and a comprehensive plan to manage risk and maximize your wealth Retirement Planning: Optimize tax-advantaged strategies today to live the retirement of your dreams tomorrow Estate Planning: Take care of your loved ones while avoiding red tape and frustrating pitfalls Wealth Management: Take a high-level, integrated approach to managing the growth, preservation, and distribution of income and assets We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide FAQs | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 FAQs Home / FAQs Over 500 every day financial questions answered Business Owners Home Owners Financial Planning Insurance Life Events Credit Banking Affluent Individuals Parents Taxes Justin W You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call. Madison K Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them! Mariah G I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤ We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide Complete the Discovery Form Enable sound Are you ready to delegate your financial burdens, boost your financial IQ and grow your business? If you answered YES, Complete the discovery questionnaire below, and our team will contact you to schedule a free consultation! Discovery Questionnaire We appreciate that our work deals with some of the most significant parts of our clients' lives While money certainly isn't everything we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality each and every client Copyright 2026. All rights reserved Terms & Conditions I Privacy Policy Powered by Cajabra We appreciate that our work deals with some of the most significant parts of our clients' lives. While money certainly isn't everything we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality each and every client. Copyright 2026. All rights reserved Terms & Conditions I Privacy Policy Powered by Cajabra Small Business Financial Consultant and CPA, Boise, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Our Approach Home / Our Approach Business Advisory Services Working with an accounting and advisory firm you can trust makes the most of the hard work you put into your business. As your partner, we look at the story behind the numbers to formulate your best plan moving forward. Sager CPAs & Advisors empowers you to understand your financial situation and make informed decisions, minimizing your tax liability and maximizing your wealth. learn More Individual Advisory The first step towards achieving your dreams is increasing your financial IQ. Partner with us, and get immediate access to an entire team of financial experts who are masters in their craft. We speak your language and work through your questions together, with zero judgment. Your goals are our goals. Period. learn More Tax Preparation & Negotiation Services Few financial tasks stir the butterflies in your stomach like preparing your tax return. Let Sager CPAs & Advisors carry the burden so you can relax and focus on what’s next. Not only do our tax experts keep you in compliance. We illuminate deductions and credit opportunities to help you keep more of your hard-earned money. learn More Accounting Services Accounting Services is a powerful tool for your business, but only when the software is used efficiently and effectively. We help you make the most of your investment by providing expertise and guidance every step of the way. learn More Justin W You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call. Madison K Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them! Mariah G I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤ We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide Tax Preparation & Negotiation Services, Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Tax Preparation & Negotiation Services Home / Tax Preparation & Negotiation Services Relieve the stress of filing your taxes. Few financial tasks stir the butterflies in your stomach like preparing your tax return. Let Sager CPAs & Advisors carry the burden so you can relax and focus on what’s next. Not only do our tax experts keep you in compliance. We illuminate deductions and credit opportunities to help you keep more of your hard-earned money. Tax Preparation Services Tax laws are complicated and always changing. We guide our clients across this ever-evolving landscape to alleviate your worries and optimize financial opportunities. Our team of CPAs are experts in tax compliance. We stay up to date on the latest alterations in the tax code to identify strategies, alternatives and solutions that reduce your tax burden. At Sager CPAs & Advisors, we serve both individual and business clients. Our comprehensive tax preparation services minimize your individual and business tax obligations and maximize your savings. Personal and Business Returns State and Local Returns Sales Tax 1099 Reporting Tax Planning Estate & Trust IRS Negotiation Services Owing back taxes to the IRS is incredibly stressful. We can help you save money and end the nightmare by negotiating on your behalf. Our tax debt resolution specialists understand the negotiation process and know exactly what the IRS is looking for to get your offer approved. Get back in good standing with the IRS so you can move forward with your financial plans. Steps to finding a tax debt resolution: Hire Sager CPAs & Advisors to submit your offer We’ll confirm your eligibility and put together your best case If your offer is rejected, we can help you appeal We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide Tax Center, Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Tax Center Home / Tax Center Track Your Refund Tax Due Dates Tax Rates Tax Forms & Publications Record Retention Guide State Tax Forms Track Your Refund Tax Due Dates Tax Rates Tax Forms & Publications Record Retention Guide State Tax Forms Find out when you'll receive your federal and state refund. When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return. If you chose to receive your refund through direct deposit, you should receive it within a week. If you use e-file, your refund should be issued between two and three weeks. You can check on the status of your refund by clicking on the links below. Justin W You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call. Madison K Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them! Mariah G I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤ We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide blog | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Blog Home / Blog Retirement Planning For Owners: A Practical Roadmap To Financial Security July 20, 2026 No Comments Build a retirement plan that works for business owners with our practical roadmap to financial security and long-term wealth Read more Tax Planning Freelancers: Maximizing Deductions and Savings July 16, 2026 No Comments Maximize deductions and cut taxes as a freelancer. Learn tax planning strategies that actually save money and reduce your filing burden. Read more Tax Relief for Professionals: Quick Wins and Long-Term Gains July 13, 2026 No Comments Discover tax relief strategies for professionals to reduce what you owe and boost your bottom line with actionable tactics today. Read more Financial clarity for individuals: A Personal Finance Roadmap July 9, 2026 No Comments Achieve financial clarity for individuals with our personal finance roadmap. Master budgeting, savings, and debt management strategies. Read more Financial Advisory for Owners: Strategic Guidance for SMBs July 6, 2026 No Comments Discover strategic financial advisory for business owners to optimize cash flow, reduce taxes, and grow your SMB profitably. Read more Custom Tax Planning: Tailored Solutions for Your Unique Situation July 2, 2026 No Comments Discover tailored tax planning strategies designed for your unique financial situation. Learn how custom solutions can help you save more on taxes. Read more Startup Financial Planning: Laying a Foundation for Growth June 29, 2026 No Comments Build a solid financial foundation for your startup with our practical planning guide covering budgeting, forecasting, and growth strategies. Read more Clear Financial Reporting: Transparent Statements that Drive Trust June 25, 2026 No Comments Learn how clear financial reporting builds stakeholder trust, improves decision-making, and strengthens your business credibility and compliance. Read more 1 2 3 … 23 Next » Justin W You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call. Madison K Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them! Mariah G I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤ We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide Terms and Conditions, Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Terms and Conditions Home / Terms and Conditions Last Updated: May 6, 2024 Through professional development, education and communications, we are dedicated to making sure you have a successful, pleasant and productive user experience. Access to and use of https://www.sagercpa.com/( the “Site”) is subject to certain terms and conditions ("Terms and Conditions"). As a user, it is required that you review and accept the Terms and Conditions. You also should review our Privacy Policy . By accessing and using the Site, you accept, without limitation or qualification, the Terms and Conditions, and agree to be bound by them. If you do not wish to accept and agree to the Terms and Conditions, you should refrain from accessing our Site. Your access to and use of the Site is also subject to any applicable laws and regulations. Sager & Associates CPA’s is constantly evolving as a firm, the Terms and Conditions and Privacy Policy may also change from time to time. Whenever there are changes, the modified Terms and Conditions or Privacy Policy will be posted on the Site and will be effective at that time. Each time they change, the "Last Updated" date displayed at the top of the page will also change. Consequently, each time you access or use the Site, you accept and agree to the most current set of Terms and Conditions. If you do not wish to accept and agree to the modified Terms and Conditions, you should refrain from accessing our Site. The information on this site is provided solely for general educational purposes only and does not create a binding business or professional services relationship. Because business practice, business trends, technology, and governing laws and regulations vary by location, compliance with such standards depends on each individual's particular circumstances. This website is distributed with the understanding that Sager & Associates CPAs is not rendering legal, accounting or other professional advice or opinions on specific facts or matters and, accordingly, assumes no liability whatsoever in connection with its use. Any reliance on the information in this site is solely at the user's own risk. Before making business decisions, please consult a Sager & Associates CPAs professional. In addition, all trademarks used or referred to on this website are the property of their respective owners. This site contains links to servers maintained by other businesses and organizations. For this reason, Sager & Associates CPAs does not provide any warranty about the accuracy or source of information found on any of these servers, or the content of any file that you might choose to download from a third-party site. Sager & Associates CPAs and its affiliates may use cookies and similar technology on our websites. By continuing to use this or any Sager & Associates CPAs website, you agree that we can place cookies and similar technology on your device, including your mobile device, and that the following information may be collected to the extent permissible under applicable law: your device IP address, unique device identifier, device operating system, mobile carrier and location information. We hope that you visit and benefit from the Site often. Where download of materials is permitted, you must retain all copyright and other proprietary notices contained on the materials. We do not permit your distributing, modifying, transmitting, reusing, reposting or using the content of the Site for public or commercial purposes without obtaining prior written permission from Sager & Associates CPAs. To request permission, please contact us through this link . The Site's content (text, graphics and objects) was either created by or for Sager & Associates CPAs, or Sager & Associates CPAs has made arrangements, usually under license, with other entities (each a "Licensor") to provide the content on the Site. You should assume that everything you see or read on the Site is copyrighted by Sager & Associates CPAs or a Licensor. Unless otherwise noted, this material may not be used except as provided in the "Terms and Conditions," or in the related text on the Site, without obtaining prior written permission of Sager & Associates CPAs. To request permission, please contact us through this link . When we obtain and provide content, we attempt to ensure that such content and all related material on the Site do not infringe the rights of third parties. However, with respect to content and other information made available or displayed on the Site, neither Sager & Associates CPAs or the Licensor of such content or information warrants or represents that your use of it will not infringe upon the rights of third parties, unless otherwise expressly agreed in writing by such party. While Sager & Associates CPAs uses reasonable efforts to include accurate, up-to-date content and information on the Site, unless otherwise expressly agreed in writing by such party Sager & Associates CPAs does not make any warranties or representations as to the content's accuracy or fitness for any particular purpose, or assumes any liability or responsibility for any errors or omissions in the content provided or information displayed on the Site. You assume all risks when you access and use the Site. Without limiting the foregoing, everything on the Site is provided to you "AS IS" AND WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. Except as otherwise expressly agreed in writing by such party, Sager & Associates CPAs assumes no responsibility for, and shall not be liable for any damage to, or virus or other harmful code that may affect, your computer equipment or other property based on your access to, or use of, the Site. This also applies to the downloading of any software code, text, graphics, audio, video or other objects from the Site. You may find links on the Site that connect you to other web sites not under the control of Sager & Associates CPAs (Off-Site Pages). Sager & Associates CPAs has not reviewed these Off-Site Pages and is not responsible for their content. Access or use of any Off-Site Pages is at your own risk. Software from this Site is subject to U.S. Export Controls. No software from this Site may be downloaded or exported (i) into (or to a national or resident of) any country to which the U.S. has embargoed goods, which currently includes Cuba, North Korea, Iran, Syria, and the Crimea region of Ukraine; or (ii) anyone on the U.S. Treasury Department's list of Specially Designated Nationals or the U.S. Commerce Department's Denied Persons List. By downloading or using the software, you represent that you are not located in, under the control of, or a national or resident of any such country or on any such list, and you take full and sole responsibility for such downloading or use. Contact Information: Sager & Associates CPAs [email protected] Phone: (208) 939-6029 3163 W Belltower Dr, Meridian ID 83646 We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to suppor Small Business Advisory Services, Consulting from CPA, Meridian, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Business Advisory Services Home / Business Advisory Services Avoid costly mistakes. Jump on big opportunities. Working with an accounting and advisory firm you can trust makes the most of the hard work you put into your business. As your partner, we look at the story behind the numbers to formulate your best plan moving forward. Sager CPAs & Advisors empowers you to understand your financial situation and make informed decisions, minimizing your tax liability and maximizing your wealth. Business Advisory Services Running a successful business means constantly making decisions that carry financial implications and consequences. Taking on this responsibility alone can lead to burnout and mistakes. You need a team of experts to have your back and map out a clear path forward for you to follow. To help you plan for the knowns and unknowns you will encounter along the way. Sager CPAs & Advisors’ business advisory and consulting services apply our proactive approach to your business’ growth and success. Advisory services at Sager CPAs & Advisors include: Strategic planning Information and insights Tax deduction optimization Guidance for home office/car write offs Performance metrics analytics Review and evaluation of internal controls New Business Formation Entity Structure Business Valuation Debt and Financing Financial Projections and Forecasts Cash Flow Management Stop spinning your wheels and put your business in gear We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide Forms and Documents, Meridian, Boise, ID | Sager CPAs and Advisors 2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award Client Login Pay Now Schedule a Consultation Close About Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Close About Us Meet Our Team Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Resources FAQs Blog Tax Center Forms and Documents New Client Resource Center Contact Us Client Login Pay Now (208) 939-6029 Forms and Documents Home / Forms and Documents Client Satisfaction Survey Authorization to Release Information to Lender Personal Year End Tax Review Company Profile Information Independent Contractor Qualification 1099 Is a 1099 Required? SAGERCPA One-Page Summary We appreciate that our work deals with some of the most significant parts of our clients lives. While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client. Resources Blog New Client Resource Center FAQs Tax Center Forms and Documents Services Accounting Services Business Advisory Services Individual Advisory Services Tax Preparation & Negotiation Services Contact Info Phone: (208) 939-6029 Email: [email protected] Copyright © Sager CPA and Advisors • All Rights Reserved Privacy Policy | Terms and Conditions | Powered by Cajabra We listen. So you can stop worrying and start planning. At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas. The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation. We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation. Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start. This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success. Here’s how we do it: Schedule a consultation. We want to understand your challenges and your goals. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals. Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money. Give Me The Guide 5 Conversations You Should be Having With Your CPA Unlock the full potential of your relationship with your CPA by understanding how they can help you reach your financial goals. Your CPA is a treasure trove of brilliant ideas, waiting to be explored! Ready to shift from viewing your CPA as just a tax preparer to building a proactive advisory partnership? Dive into our guide and discover the five essential conversations to ignite your path toward financial success. To get access to the "5 Conversations You Should be Having With Your CPA " guide. Fill in the details below. First Name Last Name Email * Phone * Give me the guide! Unlock the full potential of your relationship with your CPA by understanding how they can help you reach your financial goals. Your CPA is a treasure trove of brilliant ideas, waiting to be explored! Ready to shift from viewing your CPA as just a tax preparer to building a proactive advisory partnership? Dive into our guide and discover the five essential conversations to ignite your path toward financial success. To get access to the "5 Conversations You Should be Having With Your CPA " guide. Fill in the details below. First Name Last Name Email * Phone * Give me the guide! We appreciate that our work deals with some of the most significant parts of our clients' lives While money certainly isn't everything we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality each and every client Copyright 2026. All rights reserved Terms & Conditions I Privacy Policy Powered by Cajabra We appreciate that our work deals with some of the most significant parts of our clients' lives While money certainly isn't everything we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality each and every client Copyright 2026. All rights reserved Terms & Conditions I Privacy Policy Powered by Cajabra https://sager.cpa/ https://support.sager.cpa/5-conversation-guide https://support.sager.cpa/discovery-form https://www.sager.cpa/ https://www.sager.cpa/?p=24 https://www.sager.cpa/?p=25 https://www.sager.cpa/?p=26 https://www.sager.cpa/?p=27 https://www.sager.cpa/?p=28 https://www.sager.cpa/?p=32 https://www.sager.cpa/?p=33 https://www.sager.cpa/?p=34 https://www.sager.cpa/?p=35 https://www.sager.cpa/?p=36 https://www.sager.cpa/?p=38 https://www.sager.cpa/?p=79 https://www.sager.cpa/?p=80 https://www.sager.cpa/accounting-services/ https://www.sager.cpa/blog/ https://www.sager.cpa/business-advisory-services/ https://www.sager.cpa/contact-us/ https://www.sager.cpa/custom-tax-planning-tailored-solutions-for-your-unique-situation/ https://www.sager.cpa/faqs/ https://www.sager.cpa/faqs/affluent-individuals/ https://www.sager.cpa/faqs/banking/ https://www.sager.cpa/faqs/business-owners/ https://www.sager.cpa/faqs/credit/ https://www.sager.cpa/faqs/financial-planning/ https://www.sager.cpa/faqs/home-owners/ https://www.sager.cpa/faqs/insurance/ https://www.sager.cpa/faqs/life-events/ https://www.sager.cpa/faqs/parents/ https://www.sager.cpa/faqs/taxes/ https://www.sager.cpa/financial-advisory-for-owners-strategic-guidance-for-smbs/ https://www.sager.cpa/financial-clarity-for-individuals-a-personal-finance-roadmap/ https://www.sager.cpa/forms-and-documents/ https://www.sager.cpa/individual-advisory-services/ https://www.sager.cpa/meet-our-team/ https://www.sager.cpa/new-client-resource-center/ https://www.sager.cpa/privacy-policy/ https://www.sager.cpa/retirement-planning-for-owners-a-practical-roadmap-to-financial-security/ +34 more