This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Meridian, ID. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
Hahn CPAs – Meridian, ID #
Website: https://www.hahncpa.com
Phone: (208) 323-8322
Hahn CPAs, also identified as Hahn Certified Public Accountants, is a full-service accounting firm whose office is located in Eagle, Idaho, at 379 E Shore Dr, Ste 100. According to its website, the firm serves Meridian clients from that Eagle office rather than from a separate office in Meridian. The site describes Eagle as less than a 20-minute drive from most parts of Meridian and notes that the firm also offers secure virtual meeting options and online document exchange, so Meridian families and business owners can work with the firm either in person at the Eagle office or remotely. The firm states that it proudly serves Eagle, Boise, Meridian, Star, and Middleton, and the broader Treasure Valley.
The firm describes itself as family-founded in Eagle and says it has served the Treasure Valley for more than 40 years, dating its history to 1980. According to the website, a recent merger with Kathleen Roma and Associates expanded its knowledge and resources. The firm presents itself as combining the expertise of a full-service certified public accounting firm with the personal touch of a local, family-owned practice, and it states that clients can speak directly with an experienced certified public accountant who knows their situation.
For Meridian, the website describes the city as one of the fastest-growing in the Treasure Valley and notes that many of the firm’s clients operate family-owned businesses or startups along the I-84 corridor. The firm states that it works with a wide range of Meridian businesses, citing restaurants and retailers near The Village at Meridian, professional service firms, contractors, and medical practices throughout the area. It describes serving both established businesses and startups and notes that it also partners with family-owned businesses that need long-term succession planning.
Accounting and business services form a core part of the firm’s work. The website lists small business accounting, bookkeeping services, payroll services, part-time CFO services, business advisory and planning, QuickBooks consulting and training, new business formation services, and financial statement reviews and compilations. For Meridian clients specifically, the firm describes monthly bookkeeping and financial reporting, timely payroll processing with tax compliance, outsourced CFO guidance covering budgeting and forecasting, strategic consulting for entrepreneurs and growing organizations, entity selection and accounting setup for new businesses, and fund accounting with IRS Form 990 support for non-profit organizations.
Tax services are the firm’s other main area. The website lists individual tax preparation, business tax preparation, tax planning, estate and trust tax services, and non-profit organization accounting. For Meridian, the firm describes accurate individual filing with attention to deductions, credits, and compliance, complete business tax services for LLCs, partnerships, S corporations, and corporations, proactive tax planning to reduce liability and plan for retirement and business growth, fiduciary tax preparation and estate planning, IRS tax problem resolution for audits, back taxes, and notices, and review and correction of amended and prior-year returns. The website states that the firm regularly assists clients with IRS notices and audit representation and explains the steps it takes to resolve such issues.
The website addresses several common questions from Meridian clients. It confirms that the firm works with both individuals and businesses and that many clients use it for both year-end tax preparation and ongoing accounting support. The firm explains that keeping records accurate throughout the year through bookkeeping and payroll makes tax season easier and can help reduce liability, and it notes that working with one firm for everything provides consistency and proactive advice. The site also describes helping new businesses choose an entity type, register for an EIN, establish bookkeeping and payroll systems, and prepare projections for financing or investment.
The firm frames its distinguishing characteristics as local roots, personal service, and proven expertise. According to the website, its proximity to Meridian makes it both accessible and familiar with the community’s growth patterns, and it contrasts its personal attention with that of larger firms in Boise. The firm describes its philosophy as treating accounting as more than numbers, emphasizing relationships, trust, and long-term strategies. Prospective Meridian clients are invited to schedule a consultation through the website, by phone at (208) 323-8322, or by email at admin@hahncpa.com.
KJ Bookkeeping Services – Meridian, ID #
Website: https://kjbookkeepingservices.com
Phone: (208) 972-0144
KJ Bookkeeping Services is a bookkeeping firm based in Meridian, Idaho, serving small to medium businesses. According to its website, the firm is locally owned and family-operated, with an office at 3313 W Cherry Ln #115, Meridian, ID 83642, and it meets with clients by appointment. The firm states that it serves Meridian along with Boise, Eagle, Nampa, Caldwell, and surrounding Idaho areas, and it describes its understanding of the unique needs of businesses in the Treasure Valley. The website also references an address at 943 W Overland Rd in Meridian under its contact information.
The firm presents itself as a provider of reliable, affordable, and stress-free bookkeeping for small businesses, from startups to established companies. According to its website, KJ Bookkeeping aims to help businesses stay organized, compliant, and financially confident, and it offers flat-rate pricing, transparent communication, and personalized service. The firm contrasts its approach with that of large firms, emphasizing direct and individualized attention for its clients, and it describes itself as understanding the needs of businesses in the Treasure Valley as a locally rooted operation. The website lists office hours of Monday through Friday, 8:00 AM to 4:30 PM, with Saturdays available by appointment and Sundays closed.
Monthly and ongoing bookkeeping is a core service. The website describes general ledger management, bank reconciliations, and financial reporting as part of this work, framing it as a way to keep records accurate and current so owners can focus on running and growing their businesses. The firm also handles accounts management, including accounts receivable, accounts payable, and invoicing and billing, presenting these as routine tasks it can take off an owner’s plate.
Payroll is another service the firm offers. According to the website, payroll services include payroll processing, the preparation of W-2 and 1099 forms, and withholding management. The firm groups these among the services intended to relieve small business owners of administrative work and help ensure that employees and contractors are handled correctly.
The firm also provides tax and compliance support, though it positions this as support rather than full tax filing. The website lists sales and use tax, permit filings, and Idaho-specific registrations such as the Idaho Taxpayer Access Point and the Idaho Business Registration. These offerings reflect a focus on helping local businesses stay in good standing with state requirements, and the firm groups them with its bookkeeping and payroll work so that owners can handle these tasks through a single local provider rather than tracking the requirements themselves.
For new businesses, KJ Bookkeeping describes startup services that include EIN setup, business registrations, and general new business guidance. The website frames these as ways to help owners establish their businesses correctly from the outset. The firm also offers catch-up and cleanup work, including backdated bookkeeping, file organization, and sales tax correction, which it presents as help for businesses whose records have fallen behind or contain errors.
The website indicates that the firm works with small and medium businesses across a range of needs, and it includes client reviews drawn from Google in which clients describe a positive experience and recommend the firm. One review names a team member, Kari, and the firm describes its service as personal and responsive. At the time the website was captured, the firm noted a limited-time offer of 20 percent off for new clients.
Prospective clients are invited to request a free consultation through the website or to contact the firm directly. KJ Bookkeeping can be reached by phone at (208) 972-0144, and the website provides a contact form and an email option for inquiries. The firm frames its overall message around letting business owners stop stressing about their books so they can concentrate on growing their companies, and it presents itself as a local Meridian partner for that work across the Treasure Valley.
Summit View CPAs – Meridian, ID #
Website: https://www.summitviewcpas.com
Phone: (208) 401-0141
SummitView CPAs is a certified public accounting and accounting firm located in Meridian, Idaho, at 1446 W Ustick Rd, Ste 120, Meridian, ID 83646. According to its website, the firm offers small business accounting, income tax preparation, tax planning, and financial statement services to small business owners, executives, and independent contractors. The firm states that it serves residents of Boise, Meridian, Eagle, Nampa, Star, Kuna, and Caldwell, Idaho, as well as clients throughout the United States, and it invites prospective clients to meet in person at its Meridian location or to connect remotely.
The firm identifies construction as one of its focus areas, listing it among the industries it serves alongside manufacturers, research and development, and entrepreneurs. Its website notes that it works with independent contractors and small business owners, and it describes its team as including certified public accountants, accountants, tax preparers, QuickBooks advisors, and bookkeepers who have been helping clients in the Boise, Meridian, Eagle, Nampa, Star, Kuna, and Caldwell, Idaho area for years. The site references the parent name Wall and Company in several client comments and in its page metadata.
Small business accounting and bookkeeping are central to the firm’s offerings. The website describes helping clients who have fallen behind on their books through year-end accounting services, after which it transitions many clients to quarterly or monthly bookkeeping so owners can return to running their businesses. It also describes bookkeeping services designed to reconcile accounts and keep checking and loan accounts correct, framed as a way for owners who prefer simpler checkbook-style accounting to leave the detailed work to the firm. The firm presents QuickBooks support as part of this work, including QuickBooks setup, training, and tune-up services, and it notes that it helps clients take fuller advantage of the software’s features.
Tax services make up a substantial part of the practice. The website lists tax preparation and tax planning, and it describes a wide range of tax problem resolution services. These include IRS audit representation, assistance with non-filed tax returns and back taxes owed, payroll tax problems, IRS liens, levies, wage garnishments, and seizures, IRS payment plans, offers in compromise, matters related to bankruptcy, innocent spouse relief, and obtaining a client’s IRS file. The firm frames tax planning as an area it actively encourages, stating that owners can plan to minimize income taxes and that the firm aims to make that process straightforward.
Payroll services are also described on the website. The firm offers payroll solutions that include payroll tax and self-employment tax payments as well as the filing of required tax forms, including Form 941 and Form 940. It presents these services as designed to meet a business’s needs and to free owners to focus on running their companies rather than managing payroll administration.
Beyond routine accounting, tax, and payroll work, the firm lists a broad set of additional services. These include part-time CFO services, forensic accounting, cash flow management, assistance with bank financing, strategic business planning, new business formation, services for non-profit organizations, and help establishing internal controls. The website also offers financial statement reviews and compilations and succession planning, which it groups under the broader category of what the firm does for businesses at different stages.
The firm describes its overall approach in terms of seeing the big picture, inquiring into client goals, understanding changes in tax rules and accounting, and educating clients through tax planning and financial statement services. Its website states that this approach is meant to bring clarity to accounting, income taxes, and business tax planning so that clients can focus on their own work and be more prosperous. Several client comments on the site reference timely communication, professionalism, and proactive guidance.
The firm provides a number of online resources and tools, including a tax organizer, a secure file submission option, refund tracking, IRS and state tax forms, tax due dates, and a client portal login. Its Meridian office can be reached by phone at (208) 401-0141, with a fax line and the email info@summitviewcpas.com also listed. Prospective clients are invited to schedule a consultation to determine how the firm can serve their home or business finances.
Castell Tax & Accounting – Meridian, ID #
Website: https://www.castelltax.com
Phone: (801) 550-2613
Castell Tax & Accounting, identified on its website as Castell Tax Experts LLC, is a family-owned tax and accounting firm based in Nampa, Idaho, at 16888 N Cornwallis Way, Nampa, ID 83687. The firm serves Meridian businesses from that Nampa location rather than from an office in Meridian itself. Its website describes the firm as a Nampa firm serving Meridian and notes that Nampa and Meridian share a border, placing the firm about ten minutes away. The site states that most work happens digitally, with in-person meetings available when needed, so Meridian clients are served through a combination of remote work and the firm’s nearby Nampa office. The firm describes itself as serving businesses across the Treasure Valley, with a stated focus on southwest Idaho.
The firm’s team is made up of Enrolled Agents, a federal credential that, according to the website, allows the firm to represent clients directly before the IRS. The site states that the firm has more than 50 years of experience and over 200 clients, and it identifies founder Diane Castell as having worked in the field for five decades, beginning at age 18 alongside her certified public accountant father.
Castell places a clear emphasis on construction and the trades among the industries it serves. For Meridian specifically, the website references contractors building the city’s expansion and names general contractors along with HVAC, plumbing, electrical, and specialty trades. It describes job costing that shows profitability by project, subcontractor tracking for compliance, and bookkeeping that supports bonding requirements. The firm also lists healthcare practices, restaurants and retail, professional services, real estate, manufacturing, and several other sectors among the industries it works with across the Treasure Valley.
Monthly bookkeeping is a core offering. According to the website, this includes transaction categorization, bank reconciliation, and a monthly close, with financial statements delivered on schedule. The firm states that monthly bookkeeping starts at $195 per month, with the rate based on expense volume, and exact pricing provided after learning about a business. The firm also describes controller services for businesses that need more than basic bookkeeping, including monthly review of the books, implementation of internal controls, and catching problems early, as well as CFO and advisory services covering budgeting, forecasting, and cash flow planning. The website notes that most businesses it begins working with have some backlog to clean up, and the firm gets records current before moving into regular monthly service.
Tax preparation is another central service. The website describes business tax preparation for all entity types, including federal, state, and multi-state returns, with quarterly estimates set appropriately and deductions and credits identified. It also lists personal tax preparation for individuals with investments, rental properties, and self-employment income, estate tax preparation, sales tax compliance from registration through filing, and payroll tax services with quarterly and annual filings. The firm frames accurate year-round bookkeeping as the basis for filing returns correctly.
A significant portion of the firm’s work involves representation before tax authorities. Because the team members are Enrolled Agents, the website states that the firm handles IRS audit notices, payment plans, and back tax issues directly, dealing with correspondence and negotiating on a client’s behalf. It also describes state tax representation for notices and audits from Idaho’s tax agency. The firm presents the Enrolled Agent credential as the reason it can manage these matters itself rather than referring clients elsewhere.
For newer businesses, the firm offers new business setup and strategy, including help selecting an entity structure such as an LLC, S corporation, or C corporation, setting up accounting systems and payroll, and getting first tax filings handled correctly. The website also lists QuickBooks setup, training, and conversion, along with financial planning for business owners. The site frames the firm as a year-round partner rather than a once-a-year tax preparer.
The website includes client testimonials describing long-term relationships and confidence in the firm’s tax preparation for both individuals and corporations, with several reviews praising founder Diane Castell. Prospective Meridian clients are invited to book a call to discuss their situation and receive a quote. The firm can be reached by phone or text at (801) 550-2613 and by email at hello@castelltax.com.