Tax Advisor for Idaho Families

I help Idaho parents spend time with their kids, not their taxes.

Call now to receive a quote within 5 mins.

3 Main Clients We Serve:

Idaho Family

Student

Self-Employed/Contractor

How It Works


Imagine this: A young Idahoan mom worries about messing up with the IRS and just wants a refund for her family. She's stressing that she's missing out on money and hates that she has to look up confusing tax laws just to file her return. I understand you're struggling just trying to find the right info for your family. I've spent the late nights doing taxes so you don't have to.

If that sounds like a relief, here's the 3 steps to handing off your taxes.

  1. 30 minute info chat

  2. I do your taxes

  3. I explain your taxes so you can sign and pay

I encourage you to reach out. You don't want to spend several hours this tax season stressing about your refund or an IRS letter. You should spend those hours with your kids and feel confident about the refund you deserve.

MEET your Tax advisor

Hey, I'm Dallin Sorensen

Why on Earth do like doing taxes?

Taxes allow me to work with low-to-middle income Idaho families with young kids. If that sounds like you, here's why we'll work well together. I'm continually trying to learn more about my craft and your life. What this means is your advisor is constantly getting better and asking the right questions. The benefit to you is that your family will feel cared for and like someone's watching out for them.

Are you qualified to do taxes?

Yes. I'm an experienced and licensed Enrolled Agent. Which just means I'm licensed to advise and represent clients in IRS matters.

I'm also qualified to advise you on the rest of your financial life: Cash Flow, Investments, Insurance, Goals Planning and Retirement.

Licensed Enrolled Agent

Passed CERTIFIED FINANCIAL PLANNER® Exam

Trusted by many people


Dallin was very helpful in the whole process. He was an amazing financial coach and I'm hoping that I have a big tax refund on its way. I was walked through everything and it was a great experience. ... you can tell he knows his stuff!!!

Spencer Schramm


So far so good! This is the second year Dallin has done me and my husband's taxes and we've had nothing but good experiences! He's very professional and gets work done! I would highly recommend :)

Melody Royer

Financial Peace Pricing

Whether you're rushing on your taxes, dealing with a hard money question or seeking financial peace, we have a solution designed for you.

Financial Peace Plan

Perfect for families who want to get on the same page and set up financial success

Financial Check-up

Great for couples with confusing money questions

Tax Return

An accurate, audit-insured tax return with your maximum refund

$2,000

  • Everything in Financial Check-up Plus:

  • 2-Month Deep Dive on Cash Flow, Investments, Retirement, Goals Planning, Spouse Communication

  • Unlimited Phone Calls

  • Annual Monarch Subscription

  • Custom Tax Plan for Next Year

  • Moneyback Guarantee

$400 +

Tax Return

  • Everything in Tax Return Plus:

  • Financial Check-up Session

  • Money Answers Specific to Your Life

  • Quarterly Estimated Payment Support

  • Moneyback Guarantee

$300 - 1,000

  • Maximum Refund

  • $1 Million Audit Protection ($40 value)

  • No More IRS Letter Stress

  • Includes Idaho State Return

  • Flexible Payment Options

READY TO GIVE US A TRY?

Our 3 Services:

Call for specific quote

Tax Return Price Estimates

$300 includes the tax return, Idaho return, Audit Protection and up to 8 straight-forward tax documents.

Included in price:

W-2s, Children, Investments, Interest, Social Security, Health Insurance.

Increases:

Student returns with FAFSA loophole so they can still claim education credit +$50

State return (non-Idaho) +$60

Self employed (few expenses) +$100

Self employed (many expenses, depreciation, extra advice) +$200

Sold your home +$75

Trust income/Publicly Traded Partnership/Alternative Investment +$100

Rentals +$400

Itemized Deductions +$100

Excessive crypto trades (25+) +$50

Decreases:

No state return required -$25

Single (custodial) parent who makes under $50k -$150

Tax Return Price Examples

Jeremy and Candace have 3 W-2's, 2 kids, some bank interest and stock trades. How much would that cost?

For $300, Jeremy and Candace would receive an accurate tax return, audit peace of mind and more time with their kids. Since Jeremy and Candace are also hoping to buy a house in a few years, they paid $400 more for a Financial Check-up session. We discussed their current savings and cash flow and their future goals. They left with clear steps to save for a down payment in the right way and avoided some costly potholes.

Vanessa has 1 W-2, 1 kid, and cuts hair on the weekends. How much would that cost?

For $250, Vanessa gets an accurate tax return, audit peace of mind and more time with her kid. Having a side hustle increased the price by $100. Being a single parent who makes less than $50k/year reduced the price by $150.

Isabella and Phineas are college students with 2 W-2s and received $12k in FAFSA. How much would that cost?

For $350, Isabella and Phineas get an accurate tax return, audit protection and likely $2,000 more than if they filed on their own. Many FAFSA recipients get too much money and aren't allowed to claim the education credit. But the IRS allows students to relabel that FAFSA money. In exchange for paying a tiny bit more in tax, Isabella and Phineas each get $1,000 more on their tax refund. "Whatcha doooin'" with that extra cash?

Ferb, an HVAC repairman, made $85k, spent $20k and has a work truck. How much?

For $500, Ferb would get an accurate tax return, audit peace of mind and advice on how to automate expense tracking.
Since Ferb wants to retire someday and get married next year, he chose to pay $2,000 for a Financial Peace Plan instead of $500 for a tax return. Ferb learned how to use his business to retire tax free in 25 years. Ferb and his fiancé, Vanessa, figured out a spending plan they both understand and are comfortable with. Ferb got clear answers on which insurances he needed for himself and his business.

FAQS

How much does tax preparation cost?

Our pricing is set according to your tax needs. We offer transparent and competitive pricing, with no hidden fees. The cost depends on factors such as the complexity of your return, the types of income and deductions involved, and whether you're an individual or a business. To get an accurate estimate, we encourage you to call for a personalized quote.

Tax return preparation starts at $300. Most of my client's returns end up costing $400 or less.

Can I file my taxes online with your service, or do I need to visit an office?

You can absolutely file your taxes online with us! As a remote tax firm, we're used to chatting with our clients through phone calls and video calls. You get the confidence of tax expertise from the comfort of your home. We're based in Rexburg, Idaho.

What happens if I get audited by the IRS?

If you're audited by the IRS, don't worry; we've got your back. Every single FamilyView Tax Advisory client receives of $1 million of Audit Protection and IRS notice services. While I am licensed to represent clients in IRS audits, I prefer to outsource that to a firm that specializes in audit representation and notice resolution.

Get In Touch

Rexburg, ID, USA