Other Services
Bookkeeping
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks.
Financial Planning
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Advisory
Our professional staff has had many years experience in advising to individuals and businesses in a wide variety of income taxes, accounting, business management and personal financial management.
Tax Preparation Services
Individual Tax Returns
A core specialty is the preparation of tax returns for individual taxpayers. Over the years 100's of Federal and State returns have been prepared and filed.
Business and Estate Tax Returns
Business and estate tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of business Federal and State tax returns have been prepared for service, retail, construction and manufacturing company clients. Also many estate Federal and State tax returns have been prepared.
IRS and Oregon Tax Representation and Defense
Our team has an in-depth understanding of what it takes to resolve your problem, and can provide the help you need to effectively navigate issues with the IRS and Oregon.
Exempt Organization Returns
Returns of organizations exempt from income tax and filing instructions is another core service offered to our clients.
Many returns of organizations exempt from income tax have been prepared over the years.