Our Vision

We’ve come together to serve our clients through every stage, every idea, every challenge, no matter their size. We’ve expanded specialties while preserving what matters most, your relationship with the professionals you know and trust. Our team now offers a broader range of services, backed by deeper resources and specialized expertise across tax, assurance, advisory, accounting, and private client services—all delivered with the personal attention that has defined our legacy firms for decades.

Our History

As our client relationships in the region grew stronger, so did the need for a physical presence. Our Coeur d’Alene office opened in 2023 as part of our continued commitment to serving clients across Idaho with greater access and localized support. This allowed us to deepen those connections, offer more convenient face-to-face collaboration, and bring our full range of services closer to the clients who had already placed their trust in us. This expansion reflects our long-term strategy of thoughtful, relationship-driven growth and our dedication to supporting communities throughout the state. Today, our Coeur d’Alene office is positioned to serve both established businesses and new ventures with the same level of care and technical excellence that defines Sorren.