Socair Advisors

Sandpoint, IdahoAccepting Remote Clients

Email:

Phone: 12082744711

Website: http://socairadvisors.com

About Socair Advisors

Concierge level service planning focused tax practice. Also offering bookkeeping and business planning services.

Typical Client Profile:

  • Individuals with income > $200K
  • Business owners with profit > $100K
  • Real estate investors with multiple properties
  • High net worth (> $5M)

Services Provided:

  • Bookkeeping
  • Tax Planning
  • Tax Preparation
  • Financial Planning

Industry Specialties:

  • Individual / W2 Worker
  • Agriculture
  • Cannabis
  • Construction
  • Consulting / Gig Workers / Freelancers
  • Crypto / Digital Assets
  • E-commerce
  • Energy
  • Entertainment

About this directory

This directory lists independent tax professionals who have completed TaxPlanIQ’s Certified Planner training and platform onboarding.

TaxPlanIQ does not provide tax preparation, tax planning, or tax advisory services, and does not supervise, control, or direct the services performed by any listed advisor. All advisors in this directory operate as independent professionals and are solely responsible for their own client engagements, advice, and compliance with applicable laws and professional standards.

Inclusion in this directory does not constitute an endorsement, guarantee, or warranty of any advisor’s work, services, or results. TaxPlanIQ does not evaluate or verify the accuracy, quality, or suitability of any advice provided by listed professionals.

“Certified” refers only to completion of TaxPlanIQ’s internal training and platform requirements and does not imply any government license, professional designation, or regulatory approval.

Users are solely responsible for selecting and engaging a tax professional and should conduct their own due diligence before hiring any advisor.