Succentrix business advisors

Succentrix Business Advisors is a Boise CPA firm offering tax preparation, tax planning, bookkeeping, accounting, and business advisory services. Led by Michael Gunckel, CPA, the practice serves individuals and small businesses throughout Boise, Meridian, Eagle, Nampa, Kuna, and the Treasure Valley. They combine year-round financial guidance with secure document sharing and remote meetings to help clients stay organized and make informed decisions.

The firm primarily serves small business owners, entrepreneurs, S corporations, LLCs, self-employed individuals, contractors, consultants, real estate investors, and professional service businesses. They are designed for clients who need more than basic tax filing, including ongoing bookkeeping, accounting, tax planning, and financial guidance.

Clients can start by contacting the office via phone at (208) 891-0946 or by filling out the online contact form on their website. The firm uses a secure, paperless process that allows clients to work with them remotely from anywhere using online platforms for document uploads and e-signatures.

A standalone CPA advisory call costs $150 and lasts up to 60 minutes. This service provides focused guidance on tax, accounting, QuickBooks, or a specific business decision without requiring a monthly engagement.

The firm differentiates itself by providing personalized support, direct communication, and year-round financial guidance rather than just basic tax filing. Unlike national tax chains, they take time to understand a client's business, tax situation, industry, and long-term goals.

The process begins with a consultation to discuss current records and immediate priorities, followed by secure document sharing and remote meetings. They coordinate tax work with business records and goals, offering monthly bookkeeping and cleanup to organize transactions and reconcile accounts.

The firm operates out of an office at 671 E Riverpark Ln #120 in Boise, Idaho, but they do not require in-person visits. Their secure, paperless process supports mobile document scanning and e-signatures, making services convenient for busy business owners.

Reviewers consistently praise the team's expertise, personalized approach, and prompt, efficient service. Many clients highlight how the advisors helped them make smarter financial decisions, optimize operations, and navigate complex financial situations effortlessly.

The Trustburn rating is 4.1 out of 5 stars based on 10 reviews. The rating split includes several 5-star reviews, multiple 4-star reviews, and a few 3-star reviews, with all feedback dated between December 2022 and October 2023.

The firm's website lists federal and Idaho tax rates for 2026, including the top federal individual rate of 37% and the top bracket threshold of $640,600 for single filers. They also provide 2025 Idaho individual income tax tables for comparison purposes.

The firm helps with S corporation tax preparation and planning, including reasonable compensation planning and estimated tax payments. They emphasize that S corporation tax planning requires accurate payroll, clean books, and proper compliance.

The firm offers CPA letters and documentation requests for third-party documentation, as well as IRS notice help and CPA representation for tax correspondence. Each request is evaluated separately to determine the appropriate scope.

The firm provides support for new or growing businesses, including new business accounting setup support. They discuss records, accounting software, and how tax work fits with monthly bookkeeping for startups.

The firm states that a small business should consider hiring an accountant when the owner no longer has the time, knowledge, or confidence to manage bookkeeping, taxes, payroll coordination, financial reporting, or tax planning alone. Common signs include messy books, late reconciliations, and surprise tax bills.

The firm offers fractional CFO and business advisory services to help connect budgets, forecasts, profitability, and operating decisions. These services can support cash flow forecasting, budgets, profitability analysis, and business decisions.