Meet Our Team

ABOUT US

Meet Our

Board of Directors

The Board of Directors jointly supervise the activities of our organization. They establish policies for management and oversight, making decisions that stay true to our founder’s original vision.

 

Our Mission is to provide pro-advice complementary to our ongoing clients and use technology to bring affordability through efficiency. 

FRANCES T. DELL

Meet Our

Team Leaders

Craig F.
BUSINESS TAXES
Craig has over 25 years of experience preparing Business & Corporate tax returns.

Jason M.
BACK-OFFICE MANAGER
Jason is a highly experienced Accounting Manager that oversees our back office.

Guy R.
SOFTWARE TECHNICIAN 
Guy has been overseeing our client and firm accounting software integration for 13 years.

Ralph L.
SALES TAX
Ralph handles Idaho state and multi-state sales tax filing & payments.

Tom K.
BUSINESS FORMATION
Tom is our expert business formation specialist with over 18 years of experience.

Rudy D.
PAYROLL
Rudy is an out-standing payroll team leader with over 12 years of experience.

Jeffrey M.
DATA COORDINATION
Jeffrey ensures that staff has all the information they need from clients to perform services.

Lorna D.
BOOKKEEPING
Lorna has been our lead Bookkeeper for over 16 years with stellar performance.

Aki C.
BUSINESS LICENSE
Aki is a top-notch business license, permit, and workers compensation insurance registrar.

Richard E.
ACCOUNTING
Richard is a seasoned specialist who is responsible for overseeing the accounting department.

Summer M.
ClIENT RELATIONS
Summer is a Tax Law Expert who provides our clients with complementary Pro-Advice.

Raymond N.
DOCUMENT PREPARATION
Raymond handles the preparation of legal documents, agreements, and filings. 

Peak Inside

Work Space

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At our Firm, we have established a shared workspace for our accountants and staff so they can freely seek assistance from each other. Shared workspaces have proven to be an effective tool in eliminating unnecessary hierarchy, creating a more functional team and enhancing performance.

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LOCATIONS
COEUR D'ALENE

2900 N. Government Way 150

CDA, ID 83815

SPOKANE

601 W. Riverside Ave. 1505

Spokane, WA 99201

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OUR HOURS

 

OPEN

Monday - Friday: 9AM to 5PM

Saturday: 9AM to 11AM

APPOINTMENTS

By Appointment Only

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CONTACT

 

PHONE

Main Office: 208-415-1850

FAX

888-733-5755

E-MAIL

contact@cdaaccounting.com

© COEUR D'ALENE ACCOUNTING 2003-2019 | ALL RIGHTS RESERVED

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