Individual tax services go beyond just tax preparation. While income tax filings are due once a year, you make decisions that affect your finances throughout the year. It’s time to take advantage of our tax expertise. We strive to limit current and future tax liabilities for our clients.
We’re local, trusted professionals and ready to help Coeur d’Alene and North Idaho residents meet their financial goals. Almost every Coeur d’Alene accounting firm offers individual tax services, however, when you look beneath the surface, you find that few have the experience, credibility and level of expertise of our team. Our licensed professionals have years of real-world experience, and we’re ready to help you.
- Estate and trust planning
- Liquidations and distributions
- Personal financial planning
- Retirement planning
- Succession planning
- Tax credits and incentives
- Trust and estate administration
- IRS and state and local tax authority representation
- Advisory consulting on real estate exchanges
- Tax law changes
- Tax return preparation
We can explore every option for reducing your tax liabilities. Our knowledgeable and professional staff is always up-to-date on tax laws and legislation. From maximizing deductions or taking advantage of tax-free or tax-deferred programs, we can help with a strategy that fits your goals.
One advantage of our individual and business tax services is to reduce your tax burden. Local, state, and federal tax regulations are constantly changing, so our professionals are always updating and developing strategies based on current information.
Do you need to preserve wealth for your future? Or do you have desired distribution for loved ones or charities? We can also help develop investment plans that make sense for your unique situation.
Our team can also help you determine the right time to make big purchases, helping you feel confident in your financial decisions.
We are committed to one-on-one relationships with our clients, so that each client gets the attention they deserve. This brings an important element to your tax strategy, as the more closely you work with Magnuson, McHugh and Company, the better we can understand your goals and help you achieve them.
No matter what you come to us for, we will take a proactive approach to your strategy that empowers you with the best knowledge and information our team can provide. So if you’re filing your very first tax return, planning for savings or for your future purchases – you can count on us.
Ready to talk with one of our North Idaho tax experts and see how we can help? Click below to contact any one of our trusted professionals or call us at 208.765.9500.
OUR INDIVIDUAL TAX SPECIALISTS
Anthony Oss, CPA
Anthony Oss joined Magnuson, McHugh & Company in 2010, after obtaining a BS in Accountancy and Finance from the University of Idaho in 2008 and a MS in Accountancy with an emphasis in Taxation from Boise State University in 2010.
Anthony was born and raised in Coeur d’Alene, where he and his wife are now raising their daughter. He also enjoys challenging friends on the basketball court.
Chris Harrison, CPA
Chris Harrison graduated from Washington State University in 2003 and joined Magnuson, McHugh & Company shortly after. His areas of focus are planning effective tax strategies for our clients, business valuation work and management consulting.
Chris is married, and you will usually catch them biking or running around town with their children. Outside of work and family, Chris enjoys being actively involved in the community through serving on the boards of Dirne Health Center and the North Idaho Centennial Trail Foundation. He was a founding member of the Kootenai County Young Professionals and has served on several other boards and community groups.
Matt Peterson, CPA & CFP
Matt Peterson joined Magnuson McHugh in November of 2016. He’s a graduate of Master’s College Santa Clarita, CA with a Bachelor’s of Science in business administration with a finance emphasis and received his MBA in accounting from Cal State University in San Bernardino, CA.
He’s worked as an accountant since 2007 and became a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) in 2010.
He’s the secretary treasurer for the non-profit Treeport EAA, Chapter 1554 and has been named the designated CPA for the non-profit Orange Heart Fund. Matt is also the owner of North Idaho Cider.
Michelle Schini Haneline, CPA
Michelle is a third generation Coeur d’Alene resident and proudly serves as President of Magnuson, McHugh & Company. She graduated from the University of Arizona in 1990, and joined Magnuson, McHugh & Company in 1995. Her current areas of focus include individual and business taxation as well as developing a practice in medical, dental consulting and business valuations. Michelle also has nearly 20 years’ experience in governmental accounting and auditing.
She currently serves as Treasurer of the North Idaho College Foundation. In her free time, she enjoys golfing, snow skiing, traveling and spending time with her husband and children.
Mike Schaffer, CPA
Mike has a Bachelor of Accountancy, Cum Laude from North Dakota State University. Prior to joining the Firm he served as senior manager in the Tax Department at Eide Bailly LLP, Boise, ID. His professional designations include CPA Licenses in Idaho and North Dakota.
Tad Johnson, CPA
Tad has been with the Company since October 2018 and comes to the team with over seven years of experience in public accounting. He also has experience in financial reporting. Tad holds CPA license in both Idaho and Minnesota.
His education includes a B.S. in accounting from St. Cloud State University and a M.S. in accountancy from the University of St. Thomas. Originally from Minnesota, Tad relocated to North Idaho in 2017.
He enjoys being involved in the community and is currently a member of both the Backcountry Hunters & Anglers and Rocky Mountain Elk Foundation organizations.
Tori Gray, CPA
Tori Gray was born in North Idaho and grew up here and in Montana. She has deep roots in Kootenai County, with a large local extended family. After graduating from the University of Montana, Tori joined Magnuson, McHugh & Company in 1992. In addition to her consistent focus on tax services, Tori became CEO of the Company in 2011.
She has also been very active in professional affairs, serving in various roles with the American Institute of CPAs, the Idaho Society of CPAs, and the Idaho State Board of Accountancy. Locally, she has served with various civic groups, most notably a long-time association with Sunrise Rotary. In her spare time, Tori enjoys traveling and spending time with family including her husband, his children and grandchildren.