Tax & Accounting

Services

Accountant

GET YOUR TAX PREPARATION COMBINED WITH YOUR INVESTMENTS

Here at Concinnus Financial, we’re more than just your investment advisor. Concinnus has its own in-house tax preparation and bookkeeping service that works closely with the investment team to help make the right moves in your investment accounts to maximize tax savings individually and for your business.

Most individuals and businesses get these services at two different companies, causing complications in communication and a disjointed plan in making financial decisions. Concinnus is unique in this regard, providing a package service to clients that combines tax prep and planning with investing and financial advice. Contact us today for more information. We would love to hear from you and help get you headed in the right direction.

DISCLOSURE STATEMENT

Concinnus Financial Inc. is a registered investment adviser in the state of Idaho and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

CONCINNUS FINANCIAL

Based in the Spokane and
Coeur d'Alene area. 
Washington

Phone - 509.220.1895
Idaho Phone - 208.755.9430

©2020 - Concinnus Financial