CW Bookkeeping & Tax provides bookkeeping and tax services for clients in the Sandpoint, Idaho area and remotely. The firm supports individual tax filers with Individual 1040 tax preparation and offers bookkeeping help for businesses that need clearer financial records and regular reporting.

Its bookkeeping services include income and expense tracking, bank and credit card reconciliation, monthly reporting, tax preparation support, and payroll processing. Reports may include profit and loss statements, balance sheets, and cash flow statements, with service schedules available annually, quarterly, monthly, or on a custom plan.

Clients can work through a client portal for remote service or schedule in-person support in the local Kootenai and Sandpoint area. Tax preparation services are described as provided or discounted through a staffed Enrolled Agent.