Payroll Companies & Payroll Services in Post Falls, ID

Clear Legacy is a North Idaho financial services firm based in Post Falls that provides payroll processing alongside accounting, bookkeeping, trust administration and executive advisory work. The company grew out of Clear Management, a bookkeeping practice its founder, Amelia McCalmant, formed in 2005 after starting a one-client operation from her home. It now serves employers in Post Falls, Coeur d'Alene and the wider region, as well as businesses in other parts of the country.

Payroll Services

The firm presents payroll as something more than data entry. Instead of only calculating checks and withholding taxes, it describes a hands-on, concierge-style model in which staff keep an eye on how payroll fits the employer's long-term financial plans and compliance obligations. Its published payroll offering covers:

• Payroll setup, including account creation, a review of regulatory requirements, and state and local tax registration
• Ongoing processing, including onboarding and reporting for new hires and changes to pay rates
• Flexible pay-period schedules plus overtime and double-time recording
• Tracking of health, dental, life and other insurance benefits
• Union payroll, covering prevailing wage calculations, multi-state reporting, collective bargaining agreement fringe benefit submissions, same-day layoff processing and interfacing with union funds

The union and prevailing wage capabilities stand out for contractors and other employers working under collective bargaining agreements or across state lines, where the reporting tends to be more complicated than an ordinary payroll run.

How They Work With Clients

Client feedback on the site points to a structured onboarding process. One employer reported that the owner and her executive secretary drew up a two-week transition plan, then assigned a staff member to train the client's team on the payroll system, with ongoing phone support afterward. Other clients credit the firm with explaining insurance and employment tax obligations, coordinating with outside tax preparers, and helping refine internal workflows and procedures.

Related Financial Services

Because payroll sits next to a wider set of services, employers can keep several back-office functions with one provider. The integrated bookkeeping service handles accounts payable and receivable, cash reconciliation and forecasting, budgeting with variance analysis, and financial statement preparation.

The accounting team prepares individual, partnership and corporate returns (including S corporations), produces year-end tax projections, tracks legislative changes and multi-state nexus issues, and deals directly with the IRS on disputed penalties and interest. The firm also provides part-time advisory CFO support and fiduciary record keeping for trusts and estates, covering beneficiary distributions and investment tracking.

Background

Clear Legacy reports more than two decades of experience, and its founder's biography says the business has worked with over 1,000 clients of many types and sizes. McCalmant, who serves as founder and chair, focuses on clients with complex financial arrangements and on long-term business continuity. For employers comparing payroll providers, the firm will appeal most to small and mid-sized businesses that want hands-on, advisory payroll support, particularly those with union labor or multi-state reporting requirements.

Kimpton & Co. CPAs is a certified public accounting practice based in Post Falls, Idaho. It combines payroll support with tax, bookkeeping and advisory work. The firm is licensed in Idaho and works with small and mid-sized business owners, executives, self-employed professionals and individual taxpayers. For employers evaluating payroll providers, its main appeal is that the same accounting team handles payroll, keeps the books and prepares the returns. A standalone processing service would not combine those functions.

Payroll and Related Services

Payroll is one of the firm's core business offerings, alongside small business accounting and bookkeeping. Staff members with long backgrounds in payroll administration manage this work. Through its tax relief practice, the firm also helps employers who have fallen behind on employment tax obligations. Services relevant to payroll buyers include:

• Ongoing payroll processing and management
• Bookkeeping and accurate financial reporting
• Resolution of payroll tax problems with the IRS
• IRS payment plans and help with back taxes owed
• Setup, training, tune-ups and troubleshooting for QuickBooks
• Part-time CFO services and assistance with bank financing
• Business advisory, succession planning and new business formation

The firm also prepares business and individual tax returns and offers tax planning, so payroll records feed directly into year-end filings and planning discussions. Clients who run their books in QuickBooks can get guidance from a staff member certified as a QuickBooks Online ProAdvisor. This helps companies that want payroll and accounting data kept in one system.

Industries Served

The firm lists experience with several sectors:

• Construction
• Dentists and other healthcare providers
• Hospitality
• Law firms
• Manufacturers
• Real estate

For individuals, it offers retirement planning, estate planning, elder care, estate and trust tax work, and cryptocurrency accounting. It also represents clients in IRS audits and helps with unfiled returns.

Team and Background

Founder and partner Kevin Kimpton has more than three decades of experience as a CPA. He advises corporations, partnerships, trusts, estates and individuals on tax strategy and business matters. Partner Nate Epkey earned his CPA license in 2016 and concentrates on tax preparation, advisory engagements and IRS representation.

Nancy Loftis is a CPA and Certified Senior Advisor who joined in 2006. She handles tax work and counsels older clients on retirement, Social Security and Medicare. Two certified bookkeepers support payroll and bookkeeping. Matthew Beam is also a QuickBooks Online ProAdvisor and has been with the firm since 2011.

Office manager Mickie Lam has over 30 years of payroll and bookkeeping experience.

The firm says its approach rests on professionalism, responsiveness and quality, and it emphasizes individual attention for each client. Prospective clients can request a free consultation to discuss their needs. Existing clients can use an online client portal and a secure file-sending tool to exchange documents. Kimpton & Co. suits Post Falls area employers that want payroll bundled with tax compliance and bookkeeping. It offers a small, long-tenured CPA team as a single local contact for those functions.

Overview

Morrison CPAs is a two-owner certified public accounting firm in Post Falls, Idaho, that opened in January 1996. Alongside income tax work and financial statement preparation, the firm operates a payroll practice designed for small business owners who would rather not spend their own hours calculating wages, withholding, and government filings. Its clients include sole proprietors, LLCs, S and C corporations, and nonprofit organizations, as well as individual taxpayers, trusts, and estates.

Payroll Options

Rather than putting every employer into a single package, the firm offers three distinct approaches. Each is built around how much of the work the client prefers to keep in house.

• Full-service processing: the firm calculates and produces paychecks on secure blank check stock, provides direct deposit at no extra charge, handles federal and state tax reporting and EFTPS deposits, and files new hire reports.
• After-the-fact payroll: employers who write checks by hand send their records to the firm, which enters the data and takes over tax deposits, returns, and year-end forms.
• Online processing: clients enter employee hours and earnings through a secure web system and print checks on their own printer, while still receiving direct deposit and tax filing support.

All three options include monthly, quarterly, and annual payroll tax reports, W-2, W-3, and 1099 forms, tracking of vacation, sick, and personal leave balances, and well-organized payroll records. For an added fee, the firm can supply specialized output such as union reports, certified payroll, and workers' compensation reports.

Compliance and Government Reporting

Beyond routine pay runs, Morrison CPAs helps employers respond to agency requests that often arrive unexpectedly. It assists with workers' compensation audits, unemployment claims, Social Security and child support audits, 1096 filings, and the federal and state registration paperwork a business needs when it first hires staff. Pricing is quoted individually after the firm reviews the size of the business and the services requested.

Background and Team

The practice is owned by Sherry J. Morrison and Debbie Morrison Edmiston, both licensed CPAs and members of the AICPA. Sherry earned a business finance degree from the University of Idaho in 1990, became licensed in 1995, and taught spreadsheet and accounting courses at North Idaho College from 1997 to 2000.

Debbie holds degrees in anthropology from the University of Idaho and accounting from Boise State University, and earned her license in 1998. Each owner brings more than three decades of tax experience, and the firm uses a two-person system in which one CPA prepares a return and the other checks it.

The owners also understand payroll from the employer side. From 2002 to 2006 they ran Roger's, an ice cream and burger restaurant in Coeur d'Alene, where they handled hiring, staff scheduling, inventory, and pay calculations for tipped workers, experience that is relevant to hospitality businesses. The firm belongs to the chambers of commerce in both Post Falls and Hayden.

Face-to-face appointments are currently on hold, so clients exchange documents through a secure online portal, by mail, or via a drop box at the office, with assistance available by phone. The website also offers QuickBooks purchasing, tax calendars, and financial guides for business owners.