Payroll Companies & Payroll Services in Idaho Falls, ID

JF Bell Group is an Idaho Falls, Idaho firm that works only with veterinary clinics. It combines bookkeeping, payroll processing and operations coaching for independent animal hospitals across the country. Clinic owners who want payroll handled by a provider that knows how veterinary businesses run will find a specialist here rather than a general processor serving every industry.

Payroll and Timekeeping

Payroll is part of the firm's accounting offering. It is set up to connect directly with employee time tracking and with the clinic's other financial systems. JF Bell Group links staff time cards to payroll processing so that hours flow through without being keyed in twice.

The firm presents this connected approach as a way to make pay runs predictable, so owners are not caught off guard by unexpected payroll results. Payroll sits alongside bookkeeping and vendor bill payment, so wages, payables and the general ledger stay consistent with one another.

• Integrated payroll processing
• Integrated employee timesheets and time card automation
• Bookkeeping and ongoing accounting
• Accounts payable and electronic vendor payments, including suppliers such as MWI, IDEXX and ZnLabs
• Chart of accounts setup aligned with AAHA and VMG structures
• Inventory management and control

Software Integration Focus

A central theme of the firm's work is linking a clinic's practice management platform with its accounting tools. The team configures ezyVet and Shepherd systems and sets up QuickBooks. It also connects these platforms with cloud-based applications covering payroll, client relationship management and workflow. Services include accounting and vendor integration, payment method setup, automated reporting, templates and reminders.

The aim is to cut duplicated data entry, save staff time and give owners current financial information they can reach from any device.

Advisory and Coaching Services

Beyond transaction processing, JF Bell Group offers financial analysis and business coaching. It reviews a practice's results against veterinary industry key performance indicators and produces performance reports that show where a clinic is strong or falling short. It also helps with budgeting, cash flow planning, internal controls, succession planning and projects with a significant financial impact.

For veterinarians opening a new hospital, the firm provides start-up coaching. Its team has also written a book, sold on Amazon, that walks prospective owners through readiness, budgeting, entity structure, financing and building a staff.

How They Work With Clients

The firm uses fixed pricing, with fees set before work begins instead of hourly or after-the-fact invoices. Engagements include unlimited support and training for the owner and clinic staff. Prospective clients can request a free phone consultation to talk through their needs. The firm also maintains a blog and a podcast, and offers speaking engagements on veterinary business topics.

For buyers comparing payroll providers, JF Bell Group fits best with veterinary practices, especially those already using or moving to ezyVet, Shepherd or QuickBooks. It suits owners who want payroll, timekeeping, bookkeeping and financial advice handled together by one industry-focused team. Businesses outside veterinary medicine would likely be better served by a general payroll company.

John John & Hill is an accounting practice in Idaho Falls, Idaho. Its roots go back to 1968, when founder LaMar John, who grew up in nearby Firth, began doing accounting work for the area. He led the practice for close to four decades and then sold it to the next generation.

Today three partners run it: CPAs Travis John and Tristan John, and Enrolled Agent Craig B. Hill. For employers comparing payroll providers, the firm is a full-service CPA office. It handles payroll together with tax, bookkeeping and advisory work instead of offering payroll processing on its own.

Payroll and Related Services

Payroll is one of the firm's core offerings, and it is paired with bill payment. This lets a business hand off both staff pay and vendor payments to one team. In-house bookkeepers with direct payroll experience do this work.

Machelle Smith spent years at QualiCare, Jefferson County Magistrate Court and Qwest Communications, where she built skills in payroll, receivables and payables. Annie Boyter ran the payroll and books for a local engineering company for nearly ten years before she joined.

Because payroll records feed directly into tax returns and financial statements, keeping these tasks with the same accountants helps keep them consistent.

Besides payroll, the firm's services include:

• Business accounting and bookkeeping
• Tax planning and return preparation
• Setting up accounting systems and QuickBooks training
• Preparing financial statements
• Business formation and transition management
• Retirement, college, charitable, and trust and estate planning

Who They Serve

The firm works with both individuals and businesses. Tristan John works closely with owners in agriculture (including farming and ranching), construction, retail, restaurants and medical practices. Mandi Merrill joined in 2018 and became an Enrolled Agent in 2022. She brings practical experience helping new small companies get started.

Chayce Campbell, an EA with an accounting degree from BYU-Idaho, is the firm's specialist in cryptocurrency matters. As an Enrolled Agent, Craig Hill can represent clients before the IRS without limitation, and he prepares many kinds of federal, state and local returns.

Miranda Greer became a CPA in 2020 and holds both a bachelor's and a master's degree in accounting from Idaho State University.

How They Work

The firm stresses that partners stay directly involved with clients and that each client gets individual attention. It commits to keeping clients up to date on changes in tax law and new planning strategies so they don't miss chances to save. It also promises to answer quickly by phone, text or email.

Through the website, clients can book appointments, use a secure client portal and pay invoices. Members of the John family work as both partners and administrative staff. The firm presents itself as focused on long-term relationships, careful work and involvement in the Idaho Falls community.

Nelson & Townsend, CPA's is a certified public accounting firm in Idaho Falls, Idaho. It offers tax preparation and day-to-day accounting support, and payroll is part of that support. The practice is a family business now in its third generation, and it has served clients in the area for more than five decades.

For employers comparing payroll providers, the firm is a local CPA option. Payroll is handled by the same office that does bookkeeping, tax filing and advisory work, so it is not sold as a standalone software subscription.

Payroll and accounting services

The firm places payroll within its broader accounting work, which is aimed at business owners who would rather not keep their own books up to date. Its staff run recurring payroll, prepare year-end wage statements and file the quarterly reports employers owe to tax agencies.

The compliance work it lists includes W-2s and 1099s, plus federal Forms 941 and 940, which are the quarterly and annual employment tax returns. Because the same office also prepares business income tax returns, payroll figures can feed directly into a company's annual filings.

Nelson & Townsend is also a QuickBooks ProAdvisor, which may appeal to companies that already keep their books in that software.

• Payroll processing and payroll accounting
• W-2 and 1099 preparation
• Form 941 quarterly and Form 940 annual federal employment tax returns
• Bookkeeping and QuickBooks ProAdvisor support
• Advisory and business support services

Tax and planning work

Besides payroll, the firm prepares returns for individuals and for several kinds of business entities, including corporations, partnerships and limited liability companies. It also handles estate and trust returns and offers estate and tax planning, helping clients decide where their assets and money should go both now and later. The firm sees part of its job as explaining changing tax rules so clients understand how those changes affect them.

Who they serve

Nelson & Townsend works with individual taxpayers and with companies at different stages, from new ventures to established corporations. Its site highlights several groups in particular:

• Agriculture, with a focus on keeping family operations and legacies within the estate
• Construction businesses
• Medical professionals and practices
• Start-ups that want support while they concentrate on growth
• Established corporations looking for accounting and advisory guidance

Approach and background

The firm describes its mission as guidance, helping clients head in the direction they want to go in their personal and business lives. It admits that accounting can feel intimidating and puts weight on long-term relationships, mentioning the friendships it has built with clients over decades. The office is open Monday through Friday during standard business hours.

For small and mid-sized employers in eastern Idaho, what sets it apart is that it is a long-established, family-run CPA practice where one local team can handle payroll, employment tax filings, bookkeeping and tax planning together.

Payroll Express is a payroll service provider listed at an office in Idaho Falls, Idaho, that positions itself as an outsourced, web-based payroll department for small businesses. Rather than building an in-house payroll function, owners can hand off the calculation, tax and reporting side of paying staff while still keeping control over the hours and amounts entered each period. Directory listings describe the firm as serving clients across the country, not only in eastern Idaho.

Services for small employers

The company focuses on the core tasks that most small employers find time-consuming or risky to handle themselves. Its published service scope includes:

• Recurring payroll processing on a schedule chosen by the client
• Calculating, withholding, depositing and filing every payroll tax tied to each run
• Federal Form 941 and Form 940 filings with no added charge
• State unemployment and state income tax withholding returns
• Year-end W-2 printing and delivery
• Direct deposit of employee wages, along with support for paper checks
• Electronic transfer of net pay and tax funds

Tax liabilities and wages are pulled from the employer's account electronically on the day before the check or mailing date. Clients are not locked into a fixed pay frequency; the firm accepts weekly, biweekly or other cycles, provided it receives the payroll with roughly three to five days of lead time, depending on how complex the run is.

How onboarding and processing work

Getting started requires only a few identifiers: the business's federal employer ID, its state withholding account (where a state has one), and its state unemployment account together with the assigned rate. Once enrolled, each client receives login credentials and is paired with an individual payroll specialist who acts as a named point of contact.

Employers then add staff records through an online add-and-edit screen, entering details such as each worker's name, home address, rate of pay and how often they are paid.

To run payroll, the employer opens a dashboard, selects the option to enter a new payroll, and works down the employee list filling in hours worked or salary figures. Before finalizing, the system lets the user review a preview to catch mistakes, after which the payroll is closed and submitted. Workers set up for direct deposit can draw on their pay the morning of payday, while employers who prefer paper checks print them from the system and hand them out.

What distinguishes the firm

A central part of the company's pitch is an accuracy commitment: it states that payroll, tax deposits and tax reporting will be correct and on time, and that it will cover any resulting penalties if they are not. It also emphasizes low cost combined with tailored processing, aiming to run each client's payroll in the manner that client prefers.

Prospective customers can request an online quick quote that lists the fee and an itemized summary of included services. For buyers comparing providers, Payroll Express is best suited to small businesses that want tax filings bundled into the base service, a dedicated specialist, and a simple self-service entry process rather than a broad HR or benefits suite.

Overview

Poston, Denney & Killpack, PLLC, often shortened to PDK, is a certified public accounting firm based in Idaho Falls. It has worked with individuals, companies and organizations across eastern Idaho since 1984. The firm handles tax and assurance work, and it also runs payroll in-house. That makes it an option for employers who want their payroll handled by the same CPAs who manage their books and tax filings, rather than by a standalone processing company.

Payroll Options

PDK presents outsourced payroll as a way for owners to win back the hours they would otherwise spend on calculations, regulatory changes and filing deadlines. It does not sell a single package. Instead, it offers three processing models, so each client decides how much of the work to hand off:

• Full-service processing: the firm runs each pay cycle and prints checks on secure blank stock that meets Federal Reserve encoding standards. Direct deposit is included, and the firm makes EFTPS deposits and handles federal and state tax reporting.
• After-the-fact payroll: for businesses that write their own checks, staff enter the manually prepared records into the firm's system. They then take over tax deposits, filings and reporting.
• Online processing: employers enter hours and earnings through a secure web connection and print checks on their own printers. They still get direct deposit and support with tax deposits and reporting.

All three options include monthly, quarterly and year-end payroll tax reports, W-2 and W-3 statements and 1099s. Clients also get tracking of vacation, sick and personal time accruals, plus preparation and submission of mandatory new hire reports. For an added fee, the firm can produce union reports, certified payroll and workers' compensation reporting.

Employers who have fallen behind can turn to the firm's tax resolution practice. It addresses payroll tax problems as well as IRS liens, levies, payment plans and offers in compromise.

Who They Serve

PDK focuses on small and mid-sized businesses in Idaho Falls and nearby communities, including Pocatello. The industries it highlights include:

• Agriculture
• Construction
• Healthcare
• Non-profit organizations
• Closely held and family-run companies
• Partnerships and LLCs

The firm notes that it is also willing to take on owners in fields beyond this list.

Background and Broader Services

P. Michael Poston founded the practice and retired in 2015. The current roster includes Bruce L. Denney, Kevin Killpack and several other CPAs and associates. A number of them also hold the Certified Valuation Analyst credential. Because payroll sits inside a full accounting practice, clients can pair it with other services:

• Bookkeeping
• Part-time CFO support
• Audits, reviews and compilations
• Business valuation
• Succession and strategic planning
• New business formation
• QuickBooks setup, training and troubleshooting

The firm stresses tax planning throughout the year rather than once-a-year compliance. It positions itself as a single local resource for these needs, so a growing business does not have to coordinate several separate providers.

Rudd & Company, PLLC is a regional accounting and tax firm with offices across eastern Idaho and southwestern Montana, including a location on Pier View Drive in Idaho Falls. The firm describes tax accounting as its core strength. It offers payroll support as part of a wider menu of bookkeeping, tax and advisory work.

For employers comparing payroll providers, it is the accounting-firm option. Payroll is handled by the same team that keeps the books and prepares the returns, rather than by a standalone processing platform.

Who the firm serves

Its clients include business owners of every size, from startups forming a new entity to long-established companies. It also works with executives, independent professionals and nonprofit organizations. Individuals use the firm for personal financial planning, estate planning and elder care matters, so a business owner can keep company and household finances with one advisor.

Payroll and related services

Payroll is a distinct offering within the firm's business services. It is designed to fit into a monthly or quarterly bookkeeping arrangement. Under that arrangement, staff reconcile bank accounts, prepare an income statement and balance sheet, tidy the general ledger and remain available for consultations without a cap. Clients can tailor the core package by adding payroll alongside tax planning, return preparation or other services.

When payroll obligations have already gone wrong, the firm's tax resolution practice addresses payroll tax problems. The same practice handles IRS audits, liens, levies, wage garnishments, unfiled returns, payment plans and offers in compromise.

• Payroll processing as an add-on to ongoing bookkeeping
• Resolution of payroll tax issues with the IRS
• QuickBooks setup, training, question support and file tune-ups
• Discounted QuickBooks purchasing
• Retirement plan design and third-party administration
• CFO services, cash flow management and bank financing support
• Audits, reviews and compilations
• Business valuation, succession planning and strategic planning

How they work with clients

The firm emphasizes personal, one-on-one guidance and positions itself as experienced and reasonably priced. Many small employers run their books in QuickBooks, and the firm's software services can help them keep payroll data, ledgers and reports in a single system that the accountants then review.

Tax staff attend seminars regularly to stay current on changing rules, which matters for employers facing withholding and filing requirements. Clients can use an online portal, online bill payment, financial calculators and a monthly newsletter. The site also hosts a library of answers to common money questions.

Locations and credentials

Beyond Idaho Falls, Rudd & Company operates offices in Rexburg and Driggs, Idaho, and in Bozeman, Helena and West Yellowstone, Montana. The firm publishes its peer review report and letter on its website, a quality-control step used in the accounting profession. It suits Idaho Falls employers who want payroll tied directly to bookkeeping, tax planning and retirement plan administration under one firm. For those buyers, it is a broad, integrated alternative to payroll-only vendors.

Searle, Hart & Associates, PLLC is a CPA firm based in eastern Idaho. It has an office on South Holmes in Idaho Falls and a second office in Rexburg. The founders started the firm in 2002 and brought more than six decades of combined professional experience to it.

The firm handles payroll alongside a broad range of accounting, tax and advisory work. For business owners comparing payroll providers, it is a locally owned, CPA-led alternative to national payroll platforms. The same team that handles payroll compliance can also manage the books and the tax return.

The firm combines payroll with bookkeeping. Its goal is to take two tasks off the owner's plate that many small companies struggle to keep up with: paying payroll taxes correctly and on time, and keeping accounting records up to date. Its payroll-related work includes:

• Working out the correct employee tax withholdings
• Sending payroll tax deposits to the right agencies
• Preparing and filing payroll tax reports
• Ongoing bookkeeping so owners always have a current view of their finances
• QuickBooks setup, cleanup and troubleshooting

Many small employers run payroll and accounting through QuickBooks, so the firm's software support matters to payroll buyers. A Certified QuickBooks ProAdvisor is on the team. The firm helps clients set up the software correctly and fixes problems caused by poor setup or misuse. This suits companies that want to keep payroll in-house in QuickBooks but still want professional oversight.

Broader services

Beyond payroll and bookkeeping, Searle, Hart & Associates helps new businesses get started and prepares individual and business income tax returns with electronic filing. It also offers tax, retirement and financial planning, audits for government bodies and nonprofit organizations, and estate planning. Clients exchange documents through a Canopy client portal. Because of this range, an employer can keep payroll compliance, year-end tax work and planning with one firm.

Team and credentials

A group of CPA partners leads the firm: founding partner Gerald W. Searle, Farrell J. Steiner, Dana Eric Izatt, Joshua R. Searle, and William L. Tanner, Jr., who became a partner in 2015. The firm holds membership in the AICPA's Private Companies Practice Section and takes part in state CPA societies.

Most of its clients are in southeastern Idaho, including Idaho Falls, Rexburg and nearby towns. The firm says it can also serve clients based in other parts of the country.

The firm puts weight on long-term client relationships and describes its fees as reasonable. It suits small and mid-sized Idaho employers that would rather work with a local accountant than a self-service payroll app. These employers get payroll tax compliance with CPA oversight, plus bookkeeping and tax support from the same firm.

Smith, Kunz & Associates, PLLC is a certified public accounting practice in eastern Idaho that maintains offices in both Rexburg and Idaho Falls. For employers comparing payroll providers, the firm treats payroll as one piece of a wider accounting relationship, meaning wage processing is handled by the same people who keep the books, prepare returns and advise on business decisions.

Its clients range from individual households to sizable corporations, and although the practice is rooted in a small-town setting, it works with clients located throughout the country.

Payroll and bookkeeping support

Payroll work at the firm is closely tied to its bookkeeping team, which can appeal to owners who prefer to have payroll, ledger entries and tax filings coordinated under one roof. Jared, who has more than three decades of experience across accounting roles and has been with the practice for seven years, focuses on helping clients with payroll and bookkeeping.

Holly Jones, the Bookkeeping Manager, brings roughly 25 years of bookkeeping background, holds the QuickBooks Certified ProAdvisor credential for both the Desktop and Online versions, and also pitches in on client payroll. The firm's public business profile describes its offering as complete payroll services paired with bookkeeping assistance and QuickBooks advisory work.

• Payroll processing for small and growing businesses
• Ongoing bookkeeping and QuickBooks clean-up projects
• Individual and business tax preparation and planning
• Tax resolution and financial statement services
• Business consulting and third-party administrator (TPA) services
• ITIN processing and bilingual English and Spanish tax help

The wider team adds depth that payroll clients can draw on when questions move beyond paychecks. Mindy Terry, an Enrolled Agent with about ten years in tax, handles bookkeeping, QuickBooks clean-ups and return preparation. Staff accountants Mikayla Reck and Braxton McCandless cover tax planning, preparation, resolution, financial statements and bookkeeping, with Braxton also QuickBooks certified and pursuing the CPA exams.

Brenda, who holds a master's degree in accounting, has spent twelve years on business and individual returns. Janeth Rodriguez, a team member for over two decades, is certified in fraud document recognition, specializes in ITIN applications and assists Spanish-speaking clients, and the firm publishes document checklists in Spanish as well as English.

Background and approach

Brad Smith, CPA, launched the practice in January 1994 after nine years working in public and private accounting, and he has now practiced as a CPA in East Idaho for four decades. Eric Kunz became his partner in 2004, having previously built several businesses into appealing acquisition candidates.

Eric concentrates on owner-operated companies and helping them scale, and he serves in an advisory capacity on several local boards. Brad emphasizes giving every client the same level of care regardless of size or income.

The firm reports that its client roster has expanded each year for more than two decades even though it does little advertising, attributing that growth to referrals from satisfied clients. Clients can log in to an online client portal, and the practice aims to deliver prompt, practical guidance.

For an Idaho Falls employer seeking a payroll provider that also understands its books and tax position, the combination of CPA oversight, QuickBooks-certified staff and dedicated payroll support is the main distinction this firm offers.

Taylor Robison & Company PLLC is a certified public accounting practice located in Ammon, just outside Idaho Falls, that serves businesses and individuals across Eastern Idaho. Some pages of the website also use the older name Taylor & Company PC. The firm has four decades of accounting experience. Payroll is one part of a broader bookkeeping offering.

That makes it an option for small employers who do not need a full-time accountant on staff but still want a CPA handling their payroll records.

Payroll and Bookkeeping Services

For payroll, the firm helps new employers get employee pay set up correctly and register with the appropriate tax agencies. After that, it can handle ongoing pay processing and the related government filings. It also offers training for owners and their staff on computerized accounting and tax software. Its payroll-related work includes:

• Employee payroll processing and initial setup
• Payroll tax registrations
• Payroll tax return preparation
• Year-end 1099 reporting for contractors
• Assistance with accounting and tax software

Payroll fits into a larger bookkeeping package. That package covers general ledger posting, adjusting journal entries, bank reconciliations, payables and receivables, and the preparation of financial statements. The team can also take on customer billing, bank deposits and collections. It can prepare sales tax filings on a monthly, quarterly or annual basis.

Tax, Assurance and Advisory Work

Clients can bring more than payroll to the firm. It is a peer-reviewed practice, so it can issue audited, reviewed and compiled financial statements, which are often needed for bonding or bank financing. Its advisory services include litigation support, business valuation, succession planning, cash and financial management, and guidance on designing employee benefit plans.

On the tax side, it handles federal and state income taxes, estate and gift taxes, quarterly estimated payments, sales and use tax, and qualified retirement plans. For an employer, this means payroll, benefits and tax planning can all be handled by one office.

Team and Specialties

The firm focuses especially on the construction and medical industries. Its staff have also worked with non-profit, retail, agricultural and finance clients. Founder Kenneth Taylor, CPA, MBA, has more than 35 years in public accounting. He earned business degrees at Idaho State University and belongs to both the Idaho Society of CPAs and the AICPA.

He once served on the Idaho Falls City Council and holds leadership roles with local business and civic organizations. Dayton Robison, CPA, entered public accounting in 2012 and joined the practice in 2015 after working at a larger Colorado firm. He holds a master's degree in accounting with a taxation emphasis from Boise State University.

He has particular experience with multi-state apportionment and income sourcing questions. The support staff includes Clarissa Reynolds, who is skilled in QuickBooks and other office software, and administrative assistant Jen Nebeker.

How They Work With Clients

The firm's main selling point is direct, personal attention. The CPAs work on client files themselves rather than passing them off. Clients can meet with them individually, and the partners aim to understand each business well enough to act as an ongoing financial advisor. Buyers who want a local accountant to manage both payroll and the surrounding books and taxes may find this hands-on, relationship-based approach a good fit.

Vantage Advisors is a certified public accounting firm with its office in Ammon, Idaho, a short distance from Idaho Falls. Its public tagline joins tax clarity with strategic foresight. The firm combines payroll administration with tax, accounting and advisory services, an arrangement that suits employers who want the people running their pay cycles to also understand their books and returns.

Clients include business owners, individuals and families in Eastern Idaho and across the Intermountain West, and the firm also takes on work from farther afield.

Payroll and PEO Offerings

Employers can decide how much of the payroll workload to hand over. Some want only the pay run handled, while others want wider administrative relief. Before a decision is made, the firm describes what each option covers and which duties stay with the employer. The payroll practice includes:

• Payroll processing: calculating pay from the employee information, hours and compensation details the business provides, on a schedule agreed in advance
• Payroll tax and reporting support: help with recurring tax deposits, filings and employee reporting, within the terms of the service arrangement
• Payroll leasing: additional administrative assistance for employers who need more than basic processing
• Professional employer organization (PEO) services: a wider employer-service relationship
• Accounting coordination: tying payroll data to the books so owners can see how hiring decisions affect labor costs and cash flow
• Provider transitions: planning a switch from another payroll company, with attention to prior reports, year-to-date totals, employee records and the timing of the next payroll

How Engagements Work

An engagement starts with a discussion of the workforce, the pay schedule, the existing routine and any concerns. Together the firm and the employer then decide which tasks belong to each side, including who approves payroll information. According to the firm, spelling out roles in this way reduces overlooked items and confusion at the last minute.

The next step is to set cut-off dates for sending in hours, passing along changes and reviewing payroll before it is finalized. After launch, the team stays available as people are hired, leave, or see their pay change. Employers with only a handful of workers are welcome, and choosing standard payroll processing does not require taking on a PEO arrangement.

Industries and Specialties

Agriculture stands out as a particular strength. Farm and ranch income often arrives seasonally, cash flow can be uneven, and choices about land and equipment have lasting effects that frequently overlap with family planning. For these operations Vantage provides return preparation and forward-looking tax work, accounting, payroll, guidance on business structure and planning for major purchases. The firm also works with real estate investors, e-commerce sellers, healthcare and medical practices, construction contractors and professional service companies.

Background and Leadership

The firm is owned and led by Bryan Snarr, a CPA with a Master of Accountancy degree. He has more than 18 years in tax work and business advisory, including time beside professionals at regional and national firms and engagements across many industries. After establishing his career elsewhere, he came back to Idaho. When not with clients, he is often on a farm, an experience that informs how he approaches agricultural families and businesses.

Besides payroll, Vantage prepares business and personal returns, offers planning for individuals and families, and provides bookkeeping and advisory support. Bryan wants clients to grasp the reasoning behind each recommendation instead of simply receiving finished paperwork. For employers weighing payroll providers, the draw is a CPA-led team that can link payroll to tax strategy and financial reporting within a single relationship.