Business Details
Trusted Accounting Services in Boise
Coles Reinstein, PLLC is a professional accounting firm dedicated to providing exceptional service through three core principles: professionalism, responsiveness, and quality. With decades of combined experience, our team of certified professionals offers personalized attention to individuals and businesses, specializing in tax preparation, financial planning, and accounting solutions. We prioritize client satisfaction by delivering accurate, timely services that address complex financial needs while maintaining transparency and ethical standards.Our expertise spans forensic accounting, business valuation, succession planning, and strategic tax advisory, ensuring clients receive comprehensive support tailored to their unique circumstances. By integrating financial planning with tax strategies, we help clients achieve long-term stability and growth.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Small Business Accounting
Tax Preparation
Forensic Accounting
Business Valuation
Succession Planning
Litigation Support
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team includes certified professionals with specialized expertise in financial planning.
- We provide personalized attention to every client's unique financial needs.
- Our services integrate tax strategies with long-term financial planning.
- We maintain transparency and ethical standards in all client interactions.
What people say
Leading firm in the area
Close personal attention
Professional and responsive
Quality service
Resolve tax problems
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management solutions tailored to Idaho businesses. We handle bookkeeping, payroll processing, financial statement preparation, and strategic tax planning while implementing internal controls to prevent fraud. Our team works closely with business owners to develop customized accounting systems and provide ongoing advisory services that improve cash flow and profitability through data-driven insights.
Personal Financial Planning
We create personalized financial plans that integrate tax strategies with retirement, estate, and wealth management goals. Our approach considers current financial situations, risk tolerance, and long-term objectives while addressing Social Security optimization and retirement income distribution strategies. We regularly review and update plans to reflect changing life circumstances and evolving tax regulations to ensure clients maintain financial independence throughout their lives.
Tax Preparation
Our tax preparation services cover individual and business tax returns with strategic planning to maximize deductions and credits. We stay current with changing tax laws to ensure compliance while minimizing tax liabilities through proactive year-round planning. Our expertise includes complex tax situations, business entity selection, and representation during IRS audits, providing clients with accurate filings and peace of mind regarding their tax obligations.
Estate Planning
We develop comprehensive estate plans that address asset distribution, gift tax strategies, and business succession while coordinating with legal professionals. Our services include periodic reviews to update plans based on family changes and evolving tax laws. We help clients preserve wealth through trust administration and develop strategies that ensure their financial legacy aligns with personal wishes while minimizing estate tax implications for beneficiaries.
Forensic Accounting
Our forensic accounting team investigates financial discrepancies, provides litigation support, and conducts fraud examinations with certified expertise. We work with legal professionals and businesses to analyze financial records, quantify damages, and provide expert testimony when needed. These services include internal control assessments and risk management strategies to prevent financial irregularities while maintaining strict confidentiality and professional standards.
People
Dennis R. Reinstein
CPA/ABV, ASA
With 40+ years of experience, Dennis specializes in business valuation, auditing, and expert witness services for Idaho businesses and law firms.
S. Jason Coles
MBA, CPA/PFS
Jason provides tax and accounting expertise since 1998, specializing in estate planning, retirement strategies, and small business consulting.
Susan M. Langley
CPA, CFE
Sue offers 20+ years of accounting experience with specialization in forensic accounting, litigation support, and small business advisory services.
Susan Bloom
QuickBooks ProAdvisor
Susan provides accounting system setup and bookkeeping services with 30+ years of experience supporting businesses and individuals.
Armando Banda
Staff Accountant
Armando prepares tax returns and provides accounting support while pursuing CPA licensure, bringing fresh perspective to our client services.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including payroll, financial reporting, tax planning, and outsourced CFO services tailored to Idaho businesses.
How can you help with personal financial planning?
Our financial planning services integrate tax strategies with retirement, estate, and wealth management to help individuals achieve long-term financial goals.
Do you handle business succession planning?
Yes, we specialize in business succession planning, including entity structuring, tax implications, and transition strategies for business owners.
What tax preparation services are available?
We offer individual and business tax preparation with strategic planning to maximize deductions and ensure compliance with federal and state regulations.
