Solopreneur Sherpa Tax
FOUNDING YEAR
2021
NUMBER OF EMPLOYEES
1
Credentials
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Solopreneur Sherpa Tax
Solopreneur Sherpa is a firm local to Coeur D' Alene ID serving Idaho, Washington, Oregon, California and all states.
Services Offered
Client Specialties
Minimum Financial Requirements
Annual Income
No minimum required
Preferred Industry
Client Type
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
Our clients are entrepreneurial-minded business owners who value efficiency and are willing to invest in great advisors. They are savvy, eager to learn, and appreciate a collaborative partnership with professionals they trust. They know when to seek help and understand the importance of giving us the space to provide expert advice, ultimately allowing us to guide them toward success.
Typically, our business clients have annual revenues ranging from $300,000 to $2 million, and their teams consist of six or fewer employees. They rely on us for support with bookkeeping, tax preparation, payroll, and strategic advisory services.
Many of our clients are new business owners who have transitioned from salaried roles within the past 1 to 3 years, often after turning a side hustle into a full-time business. For most, we’re the first tax and advisory firm with a strong business focus that they’ve partnered with.
We prioritize working with dedicated business owners, and we also welcome individuals who own at least a single rental property.
Typically, our business clients have annual revenues ranging from $300,000 to $2 million, and their teams consist of six or fewer employees. They rely on us for support with bookkeeping, tax preparation, payroll, and strategic advisory services.
Many of our clients are new business owners who have transitioned from salaried roles within the past 1 to 3 years, often after turning a side hustle into a full-time business. For most, we’re the first tax and advisory firm with a strong business focus that they’ve partnered with.
We prioritize working with dedicated business owners, and we also welcome individuals who own at least a single rental property.
Clients who wouldNOTbe a good fit
Those that demand paper records and do not invest in technology and virtual services to optimize your life and processes.
Industries Solopreneur Sherpa Tax DO NOT serve
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