We don’t Nickle & Dime our clients like most CPA firms as we believe in Value-Added pricing. The solutions we excel at include business & individual tax preparation, bookkeeping, payroll, tax planning, comprehensive financial planning. We partner with you to build your business & financial life!

We are a “virtual firm” serving clients all over the United States in all states, however most our clients are currently in Oregon, Idaho, Washington, Nevada & California. We serve many clients in the Boise Idaho area and along the Oregon coast. In Oregon the local areas we serve include: Coos Bay, North Bend, Charleston, Bandon, Reedsport & Lakeside. In Idaho the local areas we serve include Boise, Meridian, Eagle, Kuna, Nampa & Caldwell. The solutions we excel at include business & individual tax preparation, bookkeeping, payroll, tax planning, comprehensive financial planning. We partner with you to build your business & financial life!

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Exceptional Service. Extraordinary Knowledge.

Tax Preparation & Planning

We can help you proactively manage both your personal and your business tax issues.

Bookkeeping

We can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

IRS & State Tax Problems

We can bring to bear years of experience in dealing with tax matters.

Payroll

Our payroll services professionals can keep payroll running smoothly no matter how large your business and your employee population become.

Latest Newsletter

Filing Extensions and Minimizing Penalties

Taxpayers who requested an automatic extension to file their 2024 federal income tax returns may file anytime up until October 15, 2025. Remember, however, that an automatic IRS extension is only an extension to file …

Tax Refund Myths and Realities

Taxpayers who are owed a tax refund naturally want to know how quickly that refund will come. Unfortunately, a lot of myths and half-truths about IRS refunds circulate online, giving people false expectations or leading …

Upcoming Tax Deadlines

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Day

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Employees Who Work for Tips – If you received $20 or more in tips during April, report them to your employer. See Pub. 531 for more information on how to report tips to your employer.

– …

What People Are Saying

“Taxes, tax planning, financial planning, finding every possible deduction, so important for us. As retirees, every penny counts.”

– Emma

“I cant imagine a better CPA experience!”

– Tom

“Not your average CPA experience, these folks know the real world. If you want to grow your business, partner with them…”

– Robert, Applied Technologies

Exceptional client relations, 2 thumbs up!

– Sarah F.

“This was our first year with Bills office. We were very impressed with his knowledge. Bill checked back with us several times to give us information and inquire about past tax years. Upon completion Bill reviewed our returns with us and made several suggestions for the next tax year. We were very impressed with his communication skills.”

– Mike K., Payette, ID

“I contacted surpass about my unresolved tax returns. The staff were very courteous and professional. They were able to resolve all of my issues, and I could not be happier.”

– Wendy C., Redding, CA

“Very professional and knowledgeable CPA. Highly Recommended.”

Rick F., Redding, CA

“I have been using Bill for my taxes for 20 years. I am excited to use him again. Bill knows his stuff”

– Steve B., Boise, ID

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    (541) 435-9041 (Oregon)
    info@surpasscpas.com
    (208) 440-2760 (Idaho)
    PO Box 1823, Coos Bay, OR 97420
    (800) 203-9351 (Toll-Free)
    (541) 435-9041