Ledger & Birch Tax Advisors · Boise Book a discovery call

Tax advisory · Boise, Idaho

Tax work is quieter when it's done before the rush.

Sit down. We'll start with the year you've had.

Ledger & Birch is a tax advisory firm in Boise, Idaho — planning ahead, preparing carefully, and staying with the work long after the return is filed.

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Morning light on a pale desk with an open notebook and a pencil

Boise, Idaho

The drawers

One drawer for each thing you're carrying.

Each one holds a short explanation and a single next step — no runaround, no jargon, nothing left half-answered.

01

Tax planning

We map the year ahead before anything is due — income, deductions, timing, and the decisions that are still open to you. Planning is where most of the value sits, and it's quietest when it happens early.

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02

Corporate tax preparation

Entity returns prepared and filed with the supporting workpapers behind them, coordinated with your bookkeeping and payroll. You get a finished return and a plain answer to the question of why the number is the number.

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03

IRS audit representation

If a letter arrives, you don't have to be the one who answers it. We handle the correspondence, prepare the response, and represent you through the examination from first notice to last.

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04

Estate tax strategies

Gifting, timing, and the order in which things are held — reviewed with your attorney and your wishes in the room. The point is to leave your family a clear set of instructions rather than a puzzle.

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05

International tax compliance

Foreign accounts, overseas income, treaty positions and the reporting that goes with them. If you have a foot in two countries, the filings have to agree with each other — and with you.

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Something else on the desk? Bring it to the call — we'll tell you plainly whether it's ours to handle. Book a discovery call →

How we work

Nothing here is a surprise in April.

Four steps, in the same order every year. You always know what's happening, what's next, and what we need from you.

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  1. 01

    A discovery call

    We start with the year you've had — what happened, what's coming, and what's already keeping you up at night. No documents needed to begin.

  2. 02

    A written plan

    You get a clear view of what's due, when it's due, and what we'll need from you along the way — in plain language, in writing.

  3. 03

    The work itself

    Returns prepared, positions documented, filings coordinated with your bookkeeping. We handle the correspondence and keep you posted at each step.

  4. 04

    Through the year

    We check in when something changes — a new entity, a sale, a move, a letter. The plan is a living thing, not a folder in a cabinet.

An advisor and a client reviewing papers together at a table Close-up of hands with a calculator beside a paper ledger

Boise, Idaho

The firm

A small firm, on purpose.

We keep the client list short on purpose, so the details don't need looking up. That's the reason the desk is this tidy — and the reason your call doesn't start with a recap.

We work from Boise with individuals, families and businesses across the Treasure Valley: planning ahead, preparing carefully, and answering the questions that come up in between.

  • Plan first, file second.
  • Plain answers, in writing.
  • One advisor who knows your file.
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The last drawer

This drawer is empty. It's yours to fill.

Tell us a little about the year you've had and what's sitting on the desk in front of you. We'll set up a discovery call and take it from there.

A discovery call is a conversation, not a commitment.

Two empty chairs at a meeting table in morning light

Discovery call request

We'll come back to you with a time and a short list of anything worth bringing.