Certified Public Accountants
Services
At Gulde & Ortquist, we offer comprehensive service packages to meet the needs of small businesses. (To see a list of the services for a package, click on the underlined package title.)
Basic Services
Tax Returns
- Preparation
- Year-round Planning
- Advice
Estates and Trusts
- Planning
- Consultation
- Returns
Training for Your Staff
- Recordkeeping
- Payroll
- Quickbooks
Tax Audit Defense
- Internal Revenue Service
- Oregon Department of Revenue
- Washington State Taxes
Our Compliance Service Package offers our basic services and these additional services to help you plan for the growth of your business.
Our Management Service Package offers our basic services and these additional services to help you plan the growth of your business and to evaluate your business entity structure as it relates to your company's financial health.
Our Executive Service Package offers our basic services and provides review and analysis of your business plan, marketing strategy, and the structure of your business as it relates to your financial goals.
Our Compliance Service Package offers our basic services and these additional services to help you plan for the growth of your business.
Analysis and Preparation- Review your business entity structure
- Meet with you annually
- Review your income tax deposits
- Prepare your business tax return
- Make updates to reflect your tax and business changes
- Perform a 25-point compliance check
- Prepare financial statements (Optional)
Our Management Service Package offers our basic services and these additional services to help you plan the growth of your business and to evaluate your business entity structure as it relates to your company's financial health.
Analysis and Preparation- Define and analyze key indicators
- Customize your financial statement design
- Review your business entity structure
- Review your financial health quarterly
- Review your business action plan
- Meet with you annually
- Review your income tax deposits
- Provide tax-planning strategies
- Prepare your business tax return
- Make updates to reflect your tax and business changes
- Perform a 25-point compliance check
- Prepare financial statements
Our Executive Service Package offers our basic services and provides review and analysis of your business plan, marketing strategy, and the structure of your business as it relates to your financial goals.
Analysis and Preparation- Prepare annual and extended business plans
- Review your organization's mission and goals
- Review your organization's operational plans
- Review your business entity structure
- Review skill utilization of your staff
- Assist in developing your marketing strategy plan
- Define and analyze key indicators
- Customize your financial statement design
- Monitor plans monthly
- Review your financial health quarterly
- Review your business action plan
- Meet with you annually
- Review your income tax deposits
- Provide tax-planning strategies
- Prepare your business tax return
- Make updates to reflect your tax and business changes
- Perform a 25-point compliance check
- Prepare financial statements
