Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We thoughtfully and carefully study your personal and business situation to tailor our advice to your specific needs.
Bookkeeping
If your business doesn’t currently have an accounting team, or if your business is outgrowing its current bookkeeping system, we provide comprehensive bookkeeping and write-up services. As your business grows, we can provide support and planning assistance to make sure your accounting and financial systems keep pace with what you need.
Business Consulting
At our accounting firm, we go beyond the numbers. With our tailored business consulting services, we empower clients to make informed decisions, optimize operations, and achieve sustainable growth. From financial analysis to strategic planning, we partner with businesses to navigate challenges and capitalize on opportunities. With our expertise and dedication, we’re not just advisors; we’re collaborators in your success story.
Estate & Trust Tax Preparation
As Benjamin Franklin said, “…in this world nothing can be said to be certain, except death and taxes.” Our accounting team is here to assist you with both. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Analysis
Our team understands the challenges faced by small businesses, which is why we offer personalized insights to help you navigate the financial landscape with confidence. From cash flow projections to performance benchmarking, we empower you with the tools and knowledge to make informed decisions that drive success. Whether you’re looking to secure funding, optimize resources, or plan for growth, our expertise and dedication ensure that you have the support you need every step of the way.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
ODR Representation
Federal audits are not the only audit Oregon taxpayers may face. The Oregon Department of Revenue (ODR)’s audit process can be just as complex, but with fewer experts available to provide guidance. If you or your business need representation before Oregon, our trained Licensed Tax Consultants are available to assist you through the process.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Tax Planning
Effective tax planning can help you minimize your future tax liabilities. We can help you proactively manage your personal and business tax situations, including understanding how upcoming business opportunities impact your tax status. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and stay abreast of the latest updates to ensure you’re informed.
Tax Return Preparation
All the planning in the world won’t help if your taxes remained unprepared and unfiled. We can prepare business, estate, trust, personal, and nonprofit tax returns for both paper and electronic filing, including back years.